Annuity Atlas

American Equity Investment Life Insurance Company

AssetShield 9 Bonus CA

Rates and specifications only. Our editorial review of this product hasn't been written yet, so there's no star rating or verdict here — the figures below come straight from the carrier's filed rates. We don't hold this carrier's brochure for this product yet, so the specifications below are limited to what the rate filing carries.
Type
FIA
Surrender
9 years
Top yield
2.13%
A.M. Best
A

Current Rates

Yield shown is the guaranteed yield to surrender — the honest effective return, not a first-year teaser rate. Each row is a variant of the same product.

StrategyMethodRateCapParYield to surrender
Traditional Fixed ValueFixed1.90%2.13%
BNPP Patriot Technology 2-Year Pt to Pt with Par RatePoint to Point100.00%2.02%
BNPP Patriot Technology 2-Year Pt to Pt with Par Rate with FeePoint to Point160.00%2.02%
BNPP Patriot Technology Annual Pt to Pt with Par RatePoint to Point75.00%2.02%
BNPP Patriot Technology Annual Pt to Pt with Par Rate and FeePoint to Point125.00%2.02%
Nasdaq Premier 2 Year Pt to Pt with Cap Rate Point to Point14.00%2.02%
Nasdaq Premier 2 Year Pt to Pt with Par Rate Point to Point58.00%2.02%
Nasdaq Premier 2 Year Pt to Pt with Par Rate with Fee Point to Point95.00%2.02%
Nasdaq Premier Annual Pt to Pt with Cap RatePoint to Point6.50%2.02%
Nasdaq Premier Annual Pt to Pt with Par RatePoint to Point38.00%2.02%
Nasdaq Premier Annual Pt to Pt with Par Rate with FeePoint to Point60.00%2.02%
NYSE Premier 2 Year Pt to Pt with Cap Rate Point to Point14.00%2.02%
NYSE Premier 2 Year Pt to Pt with Par Rate Point to Point58.00%2.02%
NYSE Premier 2 Year Pt to Pt with Par Rate with Fee Point to Point95.00%2.02%
NYSE Premier Annual Pt to Pt with Cap RatePoint to Point6.50%2.02%
NYSE Premier Annual Pt to Pt with Cap RatePoint to Point6.50%2.02%
NYSE Premier Annual Pt to Pt with Par Rate Point to Point38.00%2.02%
NYSE Premier Annual Pt to Pt with Par Rate with FeePoint to Point60.00%2.02%
S&P 500 Advantage 15% VT TCA ER 2 Year Pt to Pt with Cap Rate Point to Point14.00%2.02%
S&P 500 Advantage 15% VT TCA ER 2 Year Pt to Pt with Par Rate Point to Point58.00%2.02%
S&P 500 Advantage 15% VT TCA ER 2 Year Pt to Pt with Par Rate with Fee Point to Point95.00%2.02%
S&P 500 Advantage 15% VT TCA ER Annual Pt to Pt with Cap RatePoint to Point6.50%2.02%
S&P 500 Advantage 15% VT TCA ER Annual Pt to Pt with Par RatePoint to Point38.00%2.02%
S&P 500 Advantage 15% VT TCA ER Annual Pt to Pt with Par Rate with FeePoint to Point60.00%2.02%
S&P 500 Advantage 15% VT TCA ER Annual Pt to Pt with Performance Trigger RatePerformance Triggered4.80%2.02%
S&P 500 Annual Pt to Pt w/CapPoint to Point6.00%2.02%
S&P 500 Annual Pt to Pt w/Cap *FEE*Point to Point7.75%2.02%
S&P 500 Annual Pt to Pt w/PRPoint to Point15.00%2.02%
S&P 500 Annual Pt to Pt w/PR *FEE*Point to Point35.00%2.02%
S&P 500 Annual Pt to Pt with Performance Trigger RatePerformance Triggered3.25%2.02%
S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PRPoint to Point110.00%2.02%
S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR *FEE*Point to Point260.00%2.02%
S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PRPoint to Point85.00%2.02%
S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR *FEE*Point to Point170.00%2.02%
S&P 500 Monthly Pt to Pt w/CapPoint to Point1.25%2.02%
S&P 500 Monthly Pt to Pt w/Cap *FEE*Point to Point2.50%2.02%
BlackRock Adaptive US Equity 15% 2-Year Pt to Pt with Par RatePoint to Point50.00%
BlackRock Adaptive US Equity 15% 2-Year Pt to Pt with Par Rate *FEE* Point to Point80.00%
BlackRock Adaptive US Equity 15% Annual Pt to Pt with Par Rate Point to Point40.00%
BlackRock Adaptive US Equity 15% Annual Pt to Pt with Par Rate *FEE* Point to Point60.00%

Showing the 40 highest-yielding of 45 rate rows.

Surrender Schedule

Yr 1
7%
Yr 2
8.35%
Yr 3
7.35%
Yr 4
6.25%
Yr 5
5.1%
Yr 6
3.95%
Yr 7
2.7%
Yr 8
1.35%
Yr 9
0.7%
Yr 10
0%

Product Specifications

Minimum premium (non-qualified)
$5,000
Minimum premium (qualified)
$5,000
Maximum issue age
80
Free withdrawal
10%
Free withdrawal (year 1)
Interest Only
Market value adjustment
Yes
Return of premium
No
States available
1 states
Rates are a snapshot and change frequently. Figures are sourced from the carrier's filed rates via Annuity Rate Watch and refreshed nightly. Nothing here is a recommendation to buy. Annuities are issued by insurance companies and are not guaranteed by any bank or the FDIC. See our legal & disclosures.