Nationwide Life Insurance Company
4.5
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Nationwide New Heights Select 9 (Variation States)

The Nationwide New Heights Select 9 is a fantastic annuity product for securing your golden years. Its simplicity and potential for growth are impressive, serving you a tantalizing retirement income.

From their brochure, they're committed to helping you counter inflation impact—a priceless advantage. Trust Nationwide, for they've got your future in safe hands.

Nationwide New Heights Select 9 (Variation States)-brochure Nationwide New Heights Select 9 (Variation States)-brochure

Nationwide New Heights Select 9 (Variation States)

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About Product

Type
Fixed Index
Purpose
Lifetime Income & Legacy
Term
9 Years
Surrender schedule
9%
8.9%
7.9%
7%
6%
5%
4%
3%
2%
Fee withdrawal:
7%
Market Value Adjustment
Yes
Return Of Premium
Yes
Minimum Contribution
$25,000
Maximum Contribution
$1,000,000
Max Age Qualified
80
Types Of Funds
Non-Qualified, IRA, IRA Rollover, 401a, IRA Transfer, SEP IRA, IRA-Roth, SIMPLE IRA, Inherited IRA, and NQ Stretch
Launch Date
03/08/2021
Nationwide New Heights Select is a single premium fixed indexed deferred annuity. New Heights Select offers a growth opportunity with strategy options that track the performance of an index and lock in earnings at the end of each strategy term. Strategy options also guarantee your contract value will never go down due to the negative performance of an index. 

Please note if an independent agent wants to sell New Heights Select, they have to go through Annexus. 
Available in states: AK, CT, DE, ID, IA, MN, MS, MO, NV, NH, NJ, OH, OK, OR, PA, RI, SC, TX, UT, WA, and WY

Allocation Accounts

Name Type Rates
3-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
290% Participation
0.75% Spread
3-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate Option B
Balanced Allocation
Triennial
250% Participation
3-Year SG Macro Compass Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
190% Participation
0.75% Spread
3-Year SG Macro Compass Balanced Allocation Participation Rate Option B
Balanced Allocation
Triennial
65% Participation
3-Year NYSE Zebra Edge II Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
245% Participation
0.75% Spread
3-Year NYSE Zebra Edge II Balanced Allocation Participation Rate Option B
Balanced Allocation
Triennial
210% Participation
3-Year S&P 500 Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
70% Participation
1.95% Spread
3-Year S&P 500 Balanced Allocation Participation Rate with Declared Rate Option B
Balanced Allocation
Triennial
0.5% Fixed
45% Participation
3-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
205% Participation
0.75% Spread
3-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate Option B
Balanced Allocation
Triennial
180% Participation
3-Year MSCI EAFE Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
90% Participation
1.95% Spread
3-Year MSCI EAFE Balanced Allocation Participation Rate with Declared Rate Option B
Balanced Allocation
Triennial
0.5% Fixed
65% Participation
1-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
140% Participation
1-Year SG Macro Compass Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
120% Participation
0.75% Spread
1-Year SG Macro Compass Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
110% Participation
1-Year NYSE Zebra Edge II Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
145% Participation
0.75% Spread
1-Year NYSE Zebra Edge II Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
130% Participation
1-Year S&P 500 Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
45% Participation
1.95% Spread
1-Year S&P 500 Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
0.5% Fixed
30% Participation
1-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
130% Participation
0.75% Spread
1-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
115% Participation
1-Year MSCI EAFE Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
55% Participation
1.95% Spread
1-Year MSCI EAFE Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
0.5% Fixed
40% Participation
1-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
150% Participation
0.75% Spread
3-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
75% Participation
1.25% Spread
3-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate Option B
Balanced Allocation
Biennial
60% Participation
3-Year Loomis Sayles Discovery Balanced Allocation Participation Rate Option B
Balanced Allocation
Triennial
155% Participation
3-Year Loomis Sayles Discovery Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Triennial
180% Participation
0.95% Spread
1-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
45% Participation
1-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
55% Participation
1.25% Spread
1-Year Loomis Sayles Discovery Balanced Allocation Participation Rate with Spread Option A
Balanced Allocation
Annual
95% Participation
0.95% Spread
1-Year Loomis Sayles Discovery Balanced Allocation Participation Rate Option B
Balanced Allocation
Annual
85% Participation

Surrender schedule

Year 1 2 3 4 5 6 7 8 9
Penalty 9% 9% 8% 7% 6% 5% 4% 3% 2%

Hypothetical Projection

Comparison against S&P 500 using current rates
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Riders

Name Inbuilt Fee
High Point Enhanced Death Benefit Rider No 0.50% annually
Nationwide High Point 365 Select rider with Bonus No 1.10% annually
New Heights Select 9 High Point 365 No 0.95% annually

Waivers

Confinement

After the first contract year, if the client has a qualifying long-term care event or terminal illness or injury, all withdrawals will be treated as free withdrawals and receive full earnings to-date.

Premium Notes

Balanced Allocation Strategy (BAS) options, also known as strategy options, are a blend of an index component, a declared rate component, and a strategy spread component that are combined to determine earnings. A contract may be allocated to a maximum of five strategy options at any time.

Withdrawal Provisions

Accessing your moneyAt any time you may have access to your money, subject to certain terms and conditions. After the first contract anniversary and through the end of the Surrender Charge period, you may withdraw up to 7% of your contract value each year as a free withdrawal without incurring a Surrender Charge (or MVA or recoupment of unvested bonus, if applicable) and receive full earnings-to-date on the amount withdrawn. After the Surrender Charge period, 10% of your contract value each year will receive full earnings-to-date if withdrawn. The amount of any Required Minimum Distribution (RMD) associated with your contract value will be treated as a free withdrawal.Required Minimum Distribution (RMD)Available free of Surrender Charges and MVA (if applicable).Market Value Adjustment (MVA)Applies during the Surrender Charge period to withdrawals in excess of the contract’s free withdrawal amount, and does not apply to long-term care event or terminal illness or injury withdrawals or if a death benefit is payable; not applicable in all states. Please refer to the back page for more information on MVA. 

Company Founded: 1929
TOP Rated Company
Nationwide Life Insurance Company
Company Ratings
4.7
  • A.M. Best A+
  • S&P A+
  • Moody's A1
  • Comdex 90
Assets: $63,919,929,741
Ohio

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