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Heartland National Secure Rate Pro (7-10) with RMD Rider — 10-year fixed annuity at 6.10%

AM Best B++ MVA
  • Locks in 6.10% for 10 years
  • Open with $5,000 to $1,000,000
  • Free withdrawals allowed for:
    • Required IRA distributions

Rates as of June 11, 2026

Projected balance

over 10 years

Compounded at 6.10% guaranteed. No market exposure, no fees deducted from your balance.

$10k $12k $14k $16k $18k Premium · $10k Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10
YearEarningsBalance
1 $610 $10,610
2 $647 $11,257
3 $687 $11,944
4 $729 $12,672
5 $773 $13,445
6 $820 $14,266
7 $870 $15,136
8 $923 $16,059
9 $980 $17,039
10 $1,039 $18,078
Total earnings$8,078$18,078

Free-withdrawal allowance: None. Withdrawals beyond the allowance trigger the surrender charge below.

Rank vs. peers
#4 of 59 (top is 6.25% — Sentinel Security Personal Choice)

Same product, other terms

Other Secure Rate Pro (7-10) with RMD Rider terms from Heartland National

Projections shown for a $10,000 premium.

TermRateProjection
7-year → 6.05% $15,086
10-year 6.10% $18,078

If you withdraw early

Surrender charge schedule

Surrender charges apply to withdrawals beyond the free-withdrawal allowance during the contract term. The charge is a percentage of the amount withdrawn, decreasing each year. They exist because the carrier matches your premium against long-duration assets — early redemption forces them to unwind those positions.

Contract yearCharge
Year 1 9.2%
Year 2 8.3%
Year 3 7.4%
Year 4 6.5%
Year 5 5.6%
Year 6 4.7%
Year 7 3.8%
Year 8 2.9%
Year 9 1.9%
Year 10 1.0%

Contract terms

What else to know

Term

10 years guaranteed at 6.10% APY

Investment range

$5,000 – $1,000,000

Funding sources accepted

Traditional IRA, Non-Qualified, 1035 Exchange, IRA Rollover, IRA Transfer, IRA-Roth, 457 plan, SEP IRA, TSP

Owner age

0 to 85 years old

Death benefit

Full accumulated value passes to your beneficiary, no surrender charge.

Riders & waivers

  • RMD-Friendly (RMD withdrawals exempt from surrender charge)

Maturity

30-day window at the end of the term to withdraw, reinvest, or convert to guaranteed income via annuitization.

Tax treatment

Interest accumulates tax-deferred. Personal post-tax funds: only the interest is taxable on withdrawal. Withdrawals before age 59½ may be subject to a 10% IRS penalty.

Source: Heartland National contract brochure (download PDF). Anything you act on should be confirmed against the carrier's most recent filing.

The Verification Checklist, printed and mailed.

Before you decide

Let us mail you our Verification Checklist.

It shows you how to check this carrier for yourself — what your state guarantees if it ever fails, what you can take out early and what that costs, at the amount you’re considering.

Free. Arrives in about a week.

6.10% 10-yr APY