The hottest fixed rate in the industry is being extended!
Since the rate increase in February, Fidelity and Guarantee’s 5 year multi-year guarantee at 3.15% has been one of the top fixed contracts. This rate was set to end Friday, March 11th, but now, thanks to an extension, apps will be accepted for one more week.
Below are details you need to know to submit all online applications by 8PM Eastern, March 18th:
- Online Submittal Only – the application is done online with DocuSign and must be completed by 8pm Eastern, March 18th to get the 3.15% rate
- 1035s and transfers – if you have a transfer or 1035 exchange, you will need actual transfer paperwork to submit as some transferring companies want original transfer paperwork. These forms need to be in within 10 days of application date and you will receive a 60 day rate lock until funds arrive
- Advisors must be contracted with F&G to access the online submittal portal on their website
Contact your Annuity Sales rep for the full details, and for details of other special annuity offerings.