The guaranteed benefits statement A guide to your retirement benefits Each year (prior to beginning lifetime payments) when you receive your guaranteed benefits statement, you’ll know exactly where you stand in terms of your benefit base, lifetime payment amounts, nursing home multiplier and death benefit with NAC BenefitSolutions 10. It is our way of bringing clarity to your retirement.
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Annuity
Your guaranteed benefits statement
NAC BenefitSolutions ® 10 fixed index annuity
Benefit Statement Date:
Contract Number:
August 9, 2022
123456789
Covered Persons:
Covered Persons Ages:
Sixty Five Male Sixty Five Female
65 65
Initial Premium:
Issue Date:
$100,000.00
August 9, 2022
Issue State:
IA
Lifetime Payment
Rider Death Benefit
Anniversary Date (Date Benefits Available)
Joint Covered Person Age on Anniversary Date
Covered Person Age on Anniversary Date
Deferral Year
Lifetime Payment Amount $4,724 $4,878 $5,008 $5,141 $5,278 $6,563 $6,737 $6,916 $7,100 $7,289 $8,372 $8,414 $8,456 $8,498 $8,626 $8,755 $8,886 $9,020 $9,155 $9,292 $9,432 $9,573 $9,741 $9,911
Death Benefit Annual Payment (5 Equal Payments)
Nursing Home Multiplier Payment Amount**
Benefit Base*
Benefit Base*
At Issue 1/1/15
65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88
65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88
$125,000 $125,000 $125,000 $125,000 $125,000 $150,000 $150,000 $150,000 $150,000 $150,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000
$9,448 $9,756 $10,016 $10,282 $10,555 $13,126 $13,475 $13,833 $14,201 $14,578 $16,744 $16,827 $16,912 $16,996 $17,251 $17,510 $17,772 $18,039 $18,310 $18,584 $18,863 $19,146 $19,481 $19,822
$125,000 $125,000 $125,000 $125,000 $125,000 $150,000 $150,000 $150,000 $150,000 $150,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000 $175,000
N/A
1 2 3 4 5 6 7 8 9
1/1/16 1/1/17 1/1/18 1/1/19 1/1/20 1/1/21 1/1/22 1/1/23 1/1/24 1/1/25 1/1/26 1/1/27 1/1/28 1/1/29 1/1/30 1/1/31 1/1/32 1/1/33 1/1/34 1/1/35 1/1/36 1/1/37 1/1/38
$25,000 $25,000 $25,000 $25,000 $30,000 $30,000 $30,000 $30,000 $30,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000
10 11 12 13 14 15 16 17 18 19 20 30 40 55
This hypothetical example is provided only to show a representation of the guaranteed benefits statement. Not intended to predict future results.
7 The Lifetime Payment and Rider Death Benefit values provided are current as of the Guaranteed Benefits Statement Date. The values assume no interest has been credited to the contract and that no withdrawals are taken from your contract. Prior to electing Lifetime Payment Amounts, withdrawals from your contract will reduce the Lifetime Payment and Rider Death Benefit values. Once you have started Lifetime Payment Amounts (“LPAs”), the LPA is locked in, assuming no excess withdrawals are taken, and the LPAs listed above for future Contract Years no longer apply. Any LPAs taken will reduce the Benefit Base and Rider Death Benefit values. Your Guaranteed Benefits Statement reflects benefits of the Rider. Base contract benefits are not shown here.
25436Z
REV 8-23
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