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Edit American Equity IncomeShield 9 - CA
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Dates
States
Status
Notes
Contributions
Identity
BUSINESS GROUP
*
New Group
Test
Smksh test 1234
Security Benefit
Nationwide
MetLife
Phoenix
Voya
John Hancock
MassMutual
CUNA Mutual Group
Lincoln
OneAmerica
Ameriprise Financial
Genworth Financial
UNIFI Mutual
Western & Southern
Prudential
Pacific Life
Penn Mutual
Equitable
Minnesota Life
New York Life
Midland National
Guardian Life
Goldman Sachs
Protective Life
AuguStar Financial
Old Mutual
TIAA
Horace Mann
Modern Woodmen of America
RBC Insurance
Northwestern Mutual
Fidelity Investments
American National
Symetra Financial
Principal Financial
Empower Holdings, Inc.
Zurich
Kansas
State Farm
Mutual of America
Foresters Financial
Thrivent
National Life Group
Jackson National
Woodmen of the World
Forethought Financial
Athene USA
Standard
Farm Family
Reliance Standard
Fidelity and Guaranty
Equitrust
United of Omaha
Sagicor
Oxford Life
National Western
Liberty Life
Liberty Bankers
American Equity
Brighthouse Financial
Vantis
Great American
USAA
Atlantic Coast
Bankers Life
Talcott Resolution
Prosperity Life
Equitable Life & Casualty Insurance Company
Upstream Life
Manhattan Life
Oceanview
Americo
Kuvare US Holdings, Inc
Nassau
Aspida
Fortitude
Midwest Holding
Everlake
GCU
AmFirst Holdings, Inc.
Group 1001
Arcus Holdings Inc.
Knighthead Life
Universal Group, Inc.
Ohio State Life Insurance Company
Farmers Life Insurance Company
Ibexis Life & Annuity Insurance Company
Investors Heritage Life Insurance Company
Pacific Guardian Life
Revol One Insurance Company
Ceres Life Insurance Company
GBU Life
COMPANY
*
American Equity Investment Life Insurance Company
SEPARATE ACCOUNT
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PRODUCT NAME
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SHORT NAME
*
PRODUCT TYPE
*
Variable Annuity
Fixed Annuity
Indexed Annuity
RILA
Product Details
PAYOUT TYPE
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Immediate
Deferred
PRODUCT FORM
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Individual
Group
Both
AVAILABILITY
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Open
Close
Future
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PRODUCT STATUS
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Draft
Review 1
Review 2
Carrier Review
Approved
Only Proprietary
SEC CLASS ID
SEC FILE ID
LIMITED CONTRIBUTION
*
WIN AFTER SURRENDER
*
NTACTMKD
*
SIM COMP
Select
Simple
Compound
Plan & Premium
PRODUCT PLAN AVAILABILITY
Select Product Plan Availability
▼
457 (b)
457 (f)
401 (k)
403 (a)
415 (m)
HR-10 (Keogh)
Roth 401 (k)
Roth 403 (b)
Roth 457 (f)
403 (b)
Non-Qualified
IRA
IRA Rollover
IRA Transfer
SEP IRA
Spousal IRA
Roth IRA
Others
401 (a)
PREMIUM TYPES
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Single
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Dates
INCEPTION DATE
*
CLOSED DATE
State Availability
Exception
California (CA)
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←
Available in states
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
Status Flags
Terminated — product is no longer active
Fee Based
*
Free Look
Participating
*
Registered
*
Notes
VERSION NOTE
Launch of Wellbeing benefit.
FREE LOOK NOTES
*
PLAN TYPE TEXT
*
SCRAP BOOK
Updated Surrender charge schedule, Premium bonus and LIBR option from Trello E2025754 - American Equity IncomeShield 9-CA on 11/25/2025
Product Contributions
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Product Contribution
NQ Premium Min
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Q Subsequent Min
Max Initial Premium
Max Sub Premium
Auto Invest Min - EFT
Total Contribution without issuer approval
Product Contribution
NQ Premium Min
NQ Subsequent Min
Q Premium Min
Q Subsequent Min
Max Initial Premium
Max Sub Premium
Auto Invest Min - EFT
Total Contribution without issuer approval