Gains To Date Credits
Product:
American Equity BalanceShield 10
Status:
Active
Internal name:
Sequence:
1
Rider select rule:
Mandatory
Participant based on:
Owner
Inception date:
2024-07-17
Closed date:
States available:
State exceptions:
Notes:
Upon withdrawal, the participant will receive a Gains-to-Date Credit from the balanced interest strategy before the end of its term. This credit will be calculated individually for each allocated strategy and applied to the strategy's value immediately following the partial withdrawal.
Feature cases
| Case name | Current charge (%) | Max charge (%) | Owner age (min–max) | Annuitant age (min–max) |
|---|---|---|---|---|
| Gains To Date Credits | 0 |