INTEREST RATES
Click on 'Interest Rates' below to view the latest 'Dynamic Valuation and Non-Forfeiture Interest Rate Calculations'. This form provides actual and estimated maximum valuation and Non-Forfeiture Interest Rates for Life Insurance and maximum Valuation Interest Rates for Annuities. At the bottom of the form, we show historical and estimated Federal Tax Interest Rates.
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While the 'Interest Rates' provides current actual and estimated future rates, the next two documents below provide historical rate information, for life insurance and annuities respectively. If you have any questions regarding terminology, refer to the 'Life and Annuity Interest Rate Definitions and Descriptions'.
Updated 04-08-25.
Life Insurance Historical Maximum Valuation, Tax and Non-Forfeiture Rates.
Update 08-05-2024.
Fund Basis: N/A
Cash Settlement: N/A
Future Interest Guarantee: N/A
Updated: 08-05-24
Fund Basis: ISSUE YEAR
Cash Settlement: YES
Future Interest Guarantee: YES
Updated: 08-05-24
Fund Basis: ISSUE YEAR
Cash Settlement: YES
Future Interest Guarantee: NO
Updated: 08-05-24
Fund Basis: ISSUE YEAR
Cash Settlement: NO
Future Interest Guarantee: YES/NO
Updated: 08-05-24
Fund Basis: CHANGE IN
Cash Settlement: YES
Future Interest Guarantee: YES
Updated: 08-05-24
Fund Basis: CHANGE IN
Cash Settlement: YES
Future Interest Guarantee: NO
Updated: 08-05-24
Life and Annuity Interest Rates Definitions and Descriptions