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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 55 (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 View →
10-year 6.10% $18,078 You're here

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 The charge is a percentage of the amount withdrawn, decreasing each year.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.

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6.10% 10-yr APY
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