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Edit American Equity AssetShield BONUS 9 - CA
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Dates
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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
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Equitable
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New York Life
Midland National
Guardian Life
Goldman Sachs
Protective Life
AuguStar Financial
Old Mutual
TIAA
Horace Mann
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RBC Insurance
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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
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Fidelity and Guaranty
Equitrust
United of Omaha
Sagicor
Oxford Life
National Western
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Liberty Bankers
American Equity
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Vantis
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USAA
Atlantic Coast
Bankers Life
Talcott Resolution
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Upstream Life
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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
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American Equity Investment Life Insurance Company
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PRODUCT NAME
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PRODUCT TYPE
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Variable Annuity
Fixed Annuity
Indexed Annuity
RILA
Product Details
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PRODUCT FORM
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PRODUCT STATUS
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SEC CLASS ID
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LIMITED CONTRIBUTION
*
WIN AFTER SURRENDER
*
NTACTMKD
*
SIM COMP
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Simple
Compound
Plan & Premium
PRODUCT PLAN AVAILABILITY
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457 (b)
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401 (k)
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415 (m)
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401 (a)
PREMIUM TYPES
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Dates
INCEPTION DATE
*
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State Availability
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California (CA)
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Available in states
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
Colorado (CO)
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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
Change in Surrender Charges.
FREE LOOK NOTES
*
PLAN TYPE TEXT
*
;
SCRAP BOOK
Changes in Surrender charges and bonus as per brochure effective: 12/11/2025 Changes in Surrender charges and bonus as per the rate sheet document Effective: 9/25/2025. Closure of Rate Integrity Rider (RIR) as per trello E2024356.
Product Contributions
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Product Contribution
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Q Subsequent Min
Max Initial Premium
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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
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