A New “MYGA Plus” Product
5% Guaranteed — PLUS a Performance Trigger
Guaranteed compounding growth, with bonus potential at the end of 5 years.
Multi-Year Guaranteed Index Annuity (MYGIA)
A Simple 5-Year MYGIA With Guaranteed Growth + Bonus Opportunity
A strong guaranteed compounding rate for 5 years, plus the opportunity for an additional bonus credit if the S&P 500 meets the performance trigger at the end of the term.
Guaranteed Rate
5.00%
Guaranteed compounding for 5 years.
Bonus Opportunity
9%
Added if the performance trigger activates – making the rate 6.83%.
Term Length
5 Years
Straightforward, fixed-term design.
Highlights for Clients
- Guaranteed 5-year compounding rate.
- Bonus interest credit opportunity at the end of the term. 6.83% rate if performance trigger activates.
- Principal protection with tax-deferred growth potential.
- Full account value at death.
Flexibility & Liquidity
- 10% liquidity from Year 2 (plus RMDs).
- RMD-friendly design.
- Issue ages 0–90 (renewals up to age 99).
- Great fit for “rate seekers” who want upside potential.
For agent use only. Not intended for use with the general public or consumers.
Agent Resources
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For agent use only. Not intended for use with the general public or consumers. Product availability, features, and rates may vary by state and are subject to change without notice. Information provided on this website is for informational purposes only and does not constitute a solicitation or offer to sell insurance or annuity products in any jurisdiction where such solicitation or offer would be unlawful. Please contact EverVest directly to confirm the most current product details, availability, and rates. Main: 888-990-5501