August 3, 2020
Secure Legacy 5
|Current Rate|| |
Rate Guaranteed for 5 Years
* At the above rate, Penalties are NOT waived in the event of death. A Death Benefit Rider is available at a lower rate.
After the initial 5 year period, the annuity may be renewed at a new interest rate based on market conditions, but will never be less than 1.00%. Surrender charges are renewed for subsequent renewal periods.
Upstream Life Insurance Company
Form # ICC18-SPDA MYGA
Forms/Files for mailing:
Monthly Letter in Word
Fillable Monthly Letter in PDF
Top 10 PDF
SThis “Plugger” cartoon was in a letter I sent back in October 2016. It’s also true today because interest rates are very low again.
If you are a “Plugger” who finds more money in a parking lot than you earn in interest, then it’s time to move your money to a multi-year guaranteed fixed rate annuity!
With a fixed rate annuity, you safely earn more interest than you are earning now, plus you have a choice; you can leave your interest earnings in the annuity to grow on a tax deferred basis or you can have the annuity interest earnings deposited directly into your checking account at your bank each month.
Here are two really great annuities for you to choose from. Remember, you can put money in both of them!
The Fisher Agency markets the featured annuities for sale in Texas. Rates and features are applicable for Texas.