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New Horizon 10 Plus

The New Horizon 10 Plus annuity offers a secure and steady income for your retirement years. It's like having a personal paycheck, even when you've stopped working! A perfect choice for a worry-free future.

Highly flexible, you get to choose your payout terms or even delay the income for better annual returns. Plus, your money grows tax-deferred. You're not just saving, but also earning! New Horizon 10 Plus is surely a smart and safe bag for your golden years.

New Horizon 10 Plus

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About Product

Type

Fixed Index

Purpose

Accumulation

Term

10 Years

Surrender schedule

9.3%

8.8%

7.9%

6.9%

5.9%

Fee withdrawal:

Market Value Adjustment

Yes

Return Of Premium

Minimum Contribution

$10,000

Maximum Contribution

$1,000,000

Max Age Qualified

Types Of Funds

Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, SIMPLE IRA, Inherited IRA, NQ Stretch, and TSP

Launch Date

01/19/2021

The Western United Life New Horizon annuity is a Single Premium, Tax-Deferred Annuity with a Market Value Adjustment (MVA) and Index-Linked Interest.

Available in states: AL, AK, AZ, AR, CO, CT, DE, DC, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY

Allocation Accounts

Name	Type	Rates
1-Year Fixed Account	Fixed	2.25% Fixed
1-Year S&P 500 PTP Participation Rate	Point to Point Annual	30% Participation
1-Year S&P 500 PTP Cap	Point to Point Annual	8% Cap

Surrender schedule

Year	1	2	3	4	5	6	7	8	9	10
Penalty	9%	9%	8%	7%	6%	5%	4%	3%	2%	1%

Hypothetical Projection

Comparison against S&P 500 using current rates

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Investment Amount

Riders

No Riders for New Horizon 10 Plus annuity.

Waivers

Death

Upon Death of Anuitant.

Nursing Home

You can surrender your entire annuity value free of charge if the annuitant becomes confined to a Nursing Home for at least 90 consecutive days and meet the requirements specified in your contract. The nursing home waiver does not include home health care.

Terminal Illness

You can surrender your entire annuity value if the annuitant is diagnosed with a terminal illness that results in a life expectancy of 12 months or less and if you meet the other requirements specified in your contract.