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Multi-Year Guaranteed Annuity

New Momentum

Integrity Life Insurance Company

4.0996%

5-yr guarantee

10%

Free W/D

51

Jurisdictions

Live product data

Rates as of May 29, 2026, based on the latest AdvisorWorld scan of CANNEX data.

Guaranteed rate for the lead term

4.1% guaranteed for 5 years

A multi-year guaranteed annuity from Integrity Life Insurance Company (Western & Southern Financial Group) — a multi-term rate menu on the live feed for the published lead term, a seven-year declining surrender ladder with a market-value adjustment, annual free-withdrawal allowance, and an expanded NH/TI/RMD/unemployment waiver set on the live feed.

Locked rate · 5-year termAdvisorWorld + CANNEX data

Best fit

Buyers who want a guaranteed-rate MYGA from an established carrier with a multi-term rate menu on a middle-length surrender ladder and a broader surrender-waiver set than the standard NH/TI/RMD-only menu, who do not live in California, Oregon, or Washington, and who value carrier financial-strength visibility across multiple rating agencies.

AM Best

A+ Superior

Surrender period

7 years

Free withdrawal

10%/yr

Availability

51 jurisdictions

Product analyst notes

How to think about this contract

Why it can stand out

  • Multi-term rate menu on the live feed pairs the headline lead-term rate with longer six-, seven-, and ten-year rate-lock options on a single seven-year surrender ladder — the middle-length surrender option in the Integrity Life MYGA family, shorter than the eight-year MultiVantage commitment on the same carrier shelf.
  • Annual free-withdrawal allowance plus an expanded surrender-waiver set on the live feed — nursing-home, terminal-illness, required-minimum-distribution, and unemployment waivers — for unplanned-exit scenarios on top of the scheduled annual allowance.
  • Both single-life and joint-life annuitization options are available from the live feed for buyers who want to convert the contract to a lifetime income stream at the end of the guarantee period.
  • Backed by Integrity Life Insurance Company, a Western & Southern Financial Group subsidiary, with carrier financial-strength views visible from multiple agencies on this page from the live feed.

What to confirm

  • California, Oregon, and Washington are excluded from this filing on the live feed — confirm state availability before relying on the headline rate, since buyers in those states are not on the same contract.
  • The contract carries a market-value adjustment on early surrenders beyond the free-withdrawal allowance — the adjustment can either add to or subtract from surrender proceeds depending on the interest-rate environment at the time of withdrawal.
  • Posted rates on this page reflect a specific premium-band and issue-age scenario from the live feed; deposits in lower or higher bands, or for materially different issue ages, may earn a different guaranteed rate.
  • There is no premium bonus and no guaranteed-lifetime-withdrawal rider on this filing — the contract is built for rate certainty over a single fixed window, not for an upfront bonus credit or income-rider economics.

Not ideal for

Buyers in California, Oregon, or Washington (the filing excludes those states), buyers who want a surrender ladder that ends with the rate-lock term, buyers who want a market-value-adjustment-free surrender ladder, buyers who want a premium bonus or guaranteed-lifetime-withdrawal rider, or buyers who want indexed-strategy upside instead of a flat declared rate.

Guaranteed Rates by Term

TermGuaranteed Rate
5-Year4.0996%
6-Year3.6%
7-Year3.7568%
10-Year3.8248%

Key Features

Free withdrawal

10%/yr

Annual amount that may be available without surrender charges, subject to contract terms.

Surrender waivers

4

Nursing home waiver, RMD waiver, Terminal illness waiver, Unemployment waiver

Death benefit

Standard Death Benefit

Beneficiary value depends on contract terms, withdrawals, and rider elections.

Annuitization options

Single and joint

Contract conversion options should be confirmed before purchase.

Fund types

Non-qualified, Qualified

Availability can vary by state and product terms.

Surrender Schedule

Yr 1

7%

Yr 2

6%

Yr 3

5%

Yr 4

4%

Yr 5

3%

Yr 6

2%

Yr 7

1%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver, Unemployment waiver, Surrender waivers

Carrier Ratings

AM BestA+
S&PAA
Moody'sAa3
S&PAA-

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