4.3
based on complex data
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Annuity review
Nationwide New Heights Select 9 with Lifetime Income (CA Only)
The Nationwide New Heights Select 9 is a great choice for those planning for a secure future. With its lifetime income feature, you can leave financial worries behind and enjoy your golden years in peace.
Securing your CA-only annuity promises predictable income, allowing you to live your retirement dreams. Opt for Nationwide New Heights Select 9, a product that truly offers financial peace of mind.
Nationwide New Heights Select 9 with Lifetime Income (CA Only)
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About Product
Type
Fixed Index
Purpose
Lifetime Income
Term
9 Years
Surrender schedule
8.15%
7.85%
7%
6%
5%
4%
3%
2%
1%
Fee withdrawal:
7%
Market Value Adjustment
No
Return Of Premium
Yes
Minimum Contribution
$25,000
Maximum Contribution
$1,000,000
Max Age Qualified
80
Types Of Funds
Non-Qualified, Traditional IRA, IRA Rollover, 401a, IRA Transfer, SEP IRA, IRA-Roth, SIMPLE IRA, Inherited IRA, NQ Stretch, and Roth Conversion (Full)
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.
Please note if an independent agent wants to sell New Heights Select, they have to go through Annexus.
Available in states:
CA
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 3-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
250%
Participation
0.75%
Spread
|
| 3-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate Option B |
Balanced Allocation
Triennial
|
210%
Participation
|
| 3-Year SG Macro Compass Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
160%
Participation
0.75%
Spread
|
| 3-Year SG Macro Compass Balanced Allocation Participation Rate Option B |
Balanced Allocation
Triennial
|
135%
Participation
|
| 3-Year NYSE Zebra Edge II Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
205%
Participation
0.75%
Spread
|
| 3-Year NYSE Zebra Edge II Balanced Allocation Participation Rate Option B |
Balanced Allocation
Triennial
|
170%
Participation
|
| 3-Year S&P 500 Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
50%
Participation
1.95%
Spread
|
| 3-Year S&P 500 Balanced Allocation Participation Rate with Declared Rate Option B |
Balanced Allocation
Triennial
|
0.5%
Fixed
25%
Participation
|
| 3-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
170%
Participation
0.75%
Spread
|
| 3-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate Option B |
Balanced Allocation
Triennial
|
145%
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 SG Macro Compass Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
100%
Participation
0.75%
Spread
|
| 1-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
115%
Participation
|
| 1-Year Goldman Sachs New Horizons Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
125%
Participation
0.75%
Spread
|
| 1-Year MSCI EAFE Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
0.5%
Fixed
40%
Participation
|
| 1-Year MSCI EAFE Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
55%
Participation
1.95%
Spread
|
| 1-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
90%
Participation
|
| 1-Year J.P. Morgan Mozaic II Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
105%
Participation
0.75%
Spread
|
| 1-Year S&P 500 Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
0.5%
Fixed
15%
Participation
|
| 1-Year S&P 500 Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
30%
Participation
1.95%
Spread
|
| 1-Year NYSE Zebra Edge II Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
100%
Participation
|
| 1-Year NYSE Zebra Edge II Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
115%
Participation
0.75%
Spread
|
| 1-Year SG Macro Compass Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
90%
Participation
|
| 3-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
60%
Participation
1.95%
Spread
|
| 3-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate Option B |
Balanced Allocation
Biennial
|
40%
Participation
|
| 3-Year Loomis Sayles Discovery Balanced Allocation Participation Rate Option B |
Balanced Allocation
Triennial
|
115%
Participation
|
| 3-Year Loomis Sayles Discovery Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Triennial
|
140%
Participation
0.95%
Spread
|
| 1-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
25%
Participation
|
| 1-Year Nasdaq-100 Volatility Control 10% PR Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
45%
Participation
1.95%
Spread
|
| 1-Year Loomis Sayles Discovery Balanced Allocation Participation Rate with Spread Option A |
Balanced Allocation
Annual
|
70%
Participation
0.95%
Spread
|
| 1-Year Loomis Sayles Discovery Balanced Allocation Participation Rate Option B |
Balanced Allocation
Annual
|
60%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |
|---|---|---|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| 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).
Company Founded: 1929
TOP Rated
Company
Company Ratings
4.7
- A.M. Best A+
- S&P A+
- Moody's A1
- Comdex 90
Assets: $63,919,929,741
Ohio
