5.75% for 5 Years
15% Annual Withdrawals.
100% liquid after 5 years, no auto renewals and no Market Value Adjustment (MVA). Including a 3% minimum lifetime guarantee and access to up to 15% annual withdrawals.
Key details producers can review quickly.
Use this snapshot as a quick producer-facing overview. Full product details, state availability, and current rate confirmation should be requested through EverVest.
| Feature | Details | Positioning |
|---|---|---|
| Interest Rate | 5.75% Interest Rate Guaranteed for 5 Years | A clean fixed annuity rate story. |
| Annual Withdrawals | 15% of account value | Useful for clients who value access. |
| Minimum Lifetime Guarantee | 3.00% | Supports a conservative guarantee discussion. |
| Minimum Deposit | $5,000 | Accessible starting premium level. |
| Maximum Deposit | $500,000 | Larger cases should be reviewed before submission. |
| Qualified / Non-Qualified | Available for qualified and non-qualified funds | Can support multiple funding scenarios. |
| Surrender Schedule | 7%, 6%, 5%, 4%, 3%, then 0% | Short, clearly defined surrender period. |
Download the supporting materials.
Use these resources to review the current fact sheet, product brochure, state availability, financial strength information, and producer incentive details.
Current Fact Sheet
Review the 5.75% Interest Rate, 5-year guarantee, withdrawal details, surrender schedule, and product specifications.
Product Brochure
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State Availability
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Financial Strength Report
Review the 2026 standard analytical report and comparative financial information.
2027 Incentive Trip
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Important disclosures: This page is intended for informational and producer-facing marketing support only. Rates and product availability are subject to change without notice. Product features, withdrawal provisions, surrender charges, payout options, extended care benefits, and state availability may vary and should be confirmed before use.
Fixed annuities are insurance products and are not guaranteed by any bank or insured by the FDIC. Withdrawals may be subject to surrender charges and income taxes. Withdrawals made before age 59 1/2 may be subject to an additional federal income tax penalty. Guarantees are based on the claims-paying ability of the issuing insurance company.