3 Mark Financial, Inc.
1600 Hwy 6, Suite 400
Sugar Land, TX 77478

Fixed Indexed Annuities

For assistance, contact John O'Mahoney
Toll Free: 888-533-6275 ext. 370
Phone: 281-269-2370
Email: John.OMahoney@3Mark.com
 
 
 
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SC yrs
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Showing 1-20 of 158    Display: Print/Save |<  <<   Page 1 of 8   >>   >|
Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 17 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index 1-05) DE
17 yrs (NQ) 10.00 1.50% 80.00% 10/08/11 0-75: 6.00+
76-80: 4.50+
1-Year S&P 500 Point-to-Point Cap 1-Year Dow Jones Point-to-Point Cap
1 Year S&P 500 Monthly Average Participation Rate 10 Year U.S. Treasury Bond Value with Cap
1 Year S&P 500 Annual Point-to-Point Participation Rate 1-Year Dow Jones Monthly Average Cap
Traditional Fixed Value @ 2.25% 1-Year S&P 500 Monthly Point-to-Point
1 Year S&P 500 Monthly Average with Cap
Surrender Charges Last 16 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index 1-07)
16 yrs (NQ) 10.00 1.50% 80.00% 10/08/11 0-75: 6.00+
76-80: 4.50+
10 Year U.S. Treasury Bond Value with Cap 1-Year Dow Jones Monthly Average Cap
1-Year Dow Jones Point-to-Point Cap 1 Year S&P 500 Annual Point-to-Point Participation Rate
Traditional Fixed Value @ 1.75% 1 Year S&P 500 Monthly Average with Cap
1-Year S&P 500 Point-to-Point Cap 1 Year S&P 500 Monthly Average Participation Rate
1-Year S&P 500 Monthly Point-to-Point
Surrender Charges Last 15 Years
Life of the Southwest
SecurePlus Accumulator 5
15 yrs 80 5.00 1.00% 87.50% $1,067 01/29/12
Declared Interest Account @ 2.45% Average Index Account
Ending Index Account
Life of the Southwest
SecurePlus Platinum (after 3/21/06)
15 yrs 80   1.00% 87.50% $1,016 11/22/11
Call
Declared Interest Account @ 2.25% Ending Index Account
Average Index Account
Surrender Charges Last 14 Years
EquiTrust Life Ins. Co.
Market Power Bonus Index
14 yrs 75 10.00 2.00% 87.50% $1,270 10/24/11 0-75: 8.50+
1-Year Fixed Interest Account @ 1.50% 1-Year S&P 500 Monthly Cap
1-Year S&P 500 Point-to-Point Cap 1 Year S&P 500 Monthly Average Participation
2-Year S&P 500 Monthly Averaging Cap Account 1-Year S&P 500 Daily Average Cap
Fidelity & Guaranty Life
Prosperity Elite 14
14 yrs (NQ)   1.00% 87.50% $1,006 02/02/12 0-79: 8.00
80-85: 4.00
1-Year S&P 500 Monthly Average with A Cap 2-Year S&P 500 Point-to-Point with a Cap
1-Year Performance Triggered Account 1-Year S&P 500 Monthly Point-to-Point with a Cap
1-Year S&P 500 Point-to-Point with a Cap 3-Year S&P 500 Point-to-Point with a Cap
Fixed Account @ 2.50%
Surrender Charges Last 12 Years
Amer. Equity Investment Life Ins. Co.
Bonus 5 (INDEX-3-07-WA)
12 yrs (NQ) 3.00
to 5.00
1.50% 87.50% 10/08/11 0-57: 6.00+
58-80: 4.00+
Traditional Fixed Value @ 1.75% 1 Year S&P 500 Monthly Average with Cap
1-Year S&P 500 Point-to-Point Cap 1 Year S&P 500 Monthly Average Participation Rate
1 Year S&P 500 Annual Point-to-Point Participation Rate 1-Year S&P 500 Monthly Point-to-Point
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 12
12 yrs 85 5.00 1.50% 90.00% $1,130 02/06/12 0-75: 8.00+
76-80: 4.00+
81-85: 2.50+
2-Year Point-to-Point Account with Cap Monthly Additive Account with Cap
Fixed Interest Account @ 1.30%
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 12 (CA)
12 yrs 85 5.00 2.00% 90.00% $1,198 02/06/12 0-75: 8.00
76-80: 4.00
81-85: 2.50
Fixed Interest Account @ 2.00% 2-Year Point-to-Point Account with Cap
Monthly Additive Account with Cap
F&G Life (Legacy)
AmeriMark Freedom
12 yrs 85   1.00% 87.50% $ 986 02/01/12 0-80: 8.00
81-85: 4.00
Annual Point-to-Point 3 Yr Highwater 2-Year Monthly Average w/ Cap
Monthly Cap Strategy Declared Rate on Gain Strategy
Fixed @ 2.00% Annual Point-to-Point
3 Year Monthly Average w/ Spread
F&G Life (Legacy)
AmeriMark Freedom SE
12 yrs 85 4.00 1.00% 87.50% $1,025 02/01/12 0-80: 7.00
81-85: 3.50
3 Year Monthly Average w/ Spread Annual Point-to-Point 3 Yr Highwater
Monthly Cap Strategy 2-Year Monthly Average w/ Cap
Fixed @ 1.75% Declared Rate on Gain Strategy
Annual Point-to-Point
Great Amer. Life Ins. Co.
American Valor II
12 yrs 85 3.00
to 5.00
1.00% 100% $1,183 08/22/11
Qualified
18-75: 6.00+
76-80: 4.50+
81-85: 2.50+
Non-Qualified
0-75: 6.00+
76-80: 4.50+
81-UP: 2.50+
1 Year S&P 500 Monthly Average with Cap 1 Year S&P 500 Annual Point-to-Point
Declared Rate Strategy @ 1.00%
Life of the Southwest
SecurePlus Elite
12 yrs   1.00% 87.50% $ 986 11/22/11
Call
Average Index Account Declared Interest Account @ 1.75%
Ending Index Account
Life of the Southwest
SecurePlus Elite 5 403(b) & 457
12 yrs   1.95% 87.50% $1,103 11/15/11
Call
1 Year Russell 2000 Annual Point-to-Point 1 Year S&P 500 Annual Point-to-Point
Declared Interest Account @ 1.95%
Life of the Southwest
SecurePlus Premier 8
12 yrs 80 3.00 1.95% 90.00% $1,169 08/29/11 0-75: 8.00
76-80: 5.00
81-85: 4.00
S&P 500 Ending Index Rate Option 2 Russell 2000 Ending Index Rate Option 1
Declared Fixed Account @ 1.95% S&P 500 Ending Index Rate Option 1
1-Year S&P 500 Average Russell 2000 Ending Index Rate Option 2
Phoenix Life Insurance Co.
Phoenix Reflections Gold Bonus
12 yrs (NQ) 5.00
to 10.00
1.00% 87.50% $1,085 01/01/12 0-75: 7.50+
76-80: 5.00+
81-86: 3.00+
Fixed Account @ 0.85% Point to Point Indexed Account - 1 year S&P 500
Rainbow Point to Point Indexed Account - 1 year Domestic Monthly Point to Point Indexed Account - 1 year S&P 500
Performance Trigger Indexed Account - 1 year S&P 500 Rainbow Point to Point Indexed Account - 1 year Global
Phoenix Life Insurance Co.
Phoenix Reflections Gold Bonus 5% -Low
12 yrs (NQ) 5.00 1.00% 87.50% $1,035 01/01/12 0-75: 7.50
76-80: 5.00
81-86: 3.00
Rainbow Point to Point Indexed Account - 1 year Domestic Monthly Point to Point Indexed Account - 1 year S&P 500
Performance Trigger Indexed Account - 1 year S&P 500 Rainbow Point to Point Indexed Account - 1 year Global
Fixed Account @ 2.50% Point to Point Indexed Account - 1 year S&P 500
Phoenix Life Insurance Co.
Phoenix Reflections Gold Bonus 5% -High
12 yrs (NQ)   1.00% 87.50% $ 986 01/01/12 0-75: 7.50
76-80: 5.00
81-86: 3.00
Point to Point Indexed Account - 1 year S&P 500 Rainbow Point to Point Indexed Account - 1 year Domestic
Monthly Point to Point Indexed Account - 1 year S&P 500 Performance Trigger Indexed Account - 1 year S&P 500
Rainbow Point to Point Indexed Account - 1 year Global Fixed Account @ 2.50%
Phoenix Life Insurance Co.
Phoenix Reflections Gold Bonus 6%
12 yrs (NQ) 6.00 1.00% 87.50% $1,045 01/01/12 0-75: 7.50
76-80: 5.00
81-86: 3.00
Point to Point Indexed Account - 1 year S&P 500 Rainbow Point to Point Indexed Account - 1 year Domestic
Monthly Point to Point Indexed Account - 1 year S&P 500 Performance Trigger Indexed Account - 1 year S&P 500
Rainbow Point to Point Indexed Account - 1 year Global Fixed Account @ 0.75%
Surrender Charges Last 10 Years
Aviva Life & Annuity (Income Series)
Income Preferred Ultra -High
10 yrs 78 3.00
to 5.00
1.00% 87.50% $1,015 01/06/12 0-75: 7.50+
76-78: 5.50+
Fixed Strategy @ 1.45%
Showing 1-20 of 158    Display: Page:   1 | 2 | 3 | 4 | 5 | 6 .. 8

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"Current Yield to Surrender" expresses the annualized return on premium, assuming no withdrawals, based on a current “base rate” issued by the carrier for the duration of the surrender period

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