NWL Capital Solutions 10 (CA Only)
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Highlights
NWL Capital Solutions is a deferred annuity, meaning that income payments don’t start immediately after you pay the premium. Instead, your money may accumulate on a tax-deferred basis until a later date, when you may take it as a lump sum or in the form of regular payments. It is a single premium annuity, meaning that you pay a one-time premium payment.
NWL Capital Solutions connects today’s retirement goals with the gift of tomorrow’s legacy. With the optional Guaranteed Minimum Death Benefit Rider you can further protect your legacy and the future needs of your beneficiaries.
NWL Capital Solutions connects today’s retirement goals with the gift of tomorrow’s legacy. With the optional Guaranteed Minimum Death Benefit Rider you can further protect your legacy and the future needs of your beneficiaries.
Available in states:
CA
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
9 Years |
|
Surrender schedule
|
8%7%6%5%4%3%3%2%1% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Launch date
|
05/08/2023 |
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, Spousal IRA, SEP IRA, IRA-Roth, Inherited IRA, and NQ Stretch |
Brochure
|
Open brochure |
Find out if the NWL Capital Solutions 10 (CA Only) is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3.65%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.1%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
31%
Participation
|
| 1-Year DJIA PTP Cap |
Point to Point
Annual
|
9.35%
Cap
|
| 1-Year DJIA PTP Participation Rate |
Point to Point
Annual
|
31%
Participation
|
| 1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
92%
Participation
|
| 1-Year J.P. Morgan Factor Focus PTP Participation Rate |
Point to Point
Annual
|
108%
Participation
|
| 2-Year J.P. Morgan Factor Focus PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 1-Year Fixed Account |
Fixed
|
3.9%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.7%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
34%
Participation
|
| 1-Year DJIA PTP Cap |
Point to Point
Annual
|
9.95%
Cap
|
| 1-Year DJIA PTP Participation Rate |
Point to Point
Annual
|
34%
Participation
|
| 1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
101%
Participation
|
| 1-Year J.P. Morgan Factor Focus PTP Participation Rate |
Point to Point
Annual
|
116%
Participation
|
| 2-Year J.P. Morgan Factor Focus PTP Participation Rate |
Point to Point
Biennial
|
155%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |
|---|---|---|---|---|---|---|---|---|---|
| Penalty | 8% | 7% | 6% | 5% | 4% | 3% | 3% | 2% | 1% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| NWL Capital Solutions 10 GMDB Rider (Age 0-75) | No | 1.15% annually |
| NWL Capital Solutions 10 GMDB Rider (Age 76-80) | No | 1.15% annually |
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