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

Fixed Indexed Brief

For assistance, contact John O'Mahoney
Toll Free: 888-533-6275 ext. 370
Phone: 281-269-2370
Email: John.OMahoney@3Mark.com
 
 
 
State
Premium
Qual
Flex?
Rating
Company
SC yrs
Age
Comm
%


Showing 1-50 of 158    Display: Print/Save |<  <<   Page 1 of 4   >>   >|
Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 5 Years
Excellent Product for IRA Contributions.  Flexible Premium with no rolling surrenders and a minimum deposit of $2,000 Q.
Lincoln Financial Group
Lincoln OptiChoice 5 Low-Band [MVA]
5 1.00 100.00 $1,051 up to 5.00%
Excellent Product for IRA Contributions.  Flexible Premium with no rolling surrenders and a minimum deposit of $2,000 Q.
Lincoln Financial Group
Lincoln OptiChoice 5 High-Band [MVA]
5 1.00 100.00 $1,051 up to 5.00%
The Standard
Index Growth Annuity 5 Low-Band
5 1.00 100.00 $1,051 up to 4.00%
The Standard
Index Growth Annuity 5 High-Band
5 1.00 100.00 $1,051 up to 4.00%
Reliance Standard Life
Keystone 5 Index Annuity
5 1.00 100.00 $1,051 up to 4.00%
ING Annuity and Asset Sales
ING Secure Index Five Low-Band
5 1.00 87.50 $ 920 up to 3.25%
ING Annuity and Asset Sales
ING Secure Index Five High-Band
5 1.00 87.50 $ 920 up to 3.25%
Allianz Life Ins. Co. of North America
Endurance Elite 5 [LOAN]
5 1.00 87.50 $ 920 up to 4.50%
Allianz Life Ins. Co. of North America
Allianz Pro V1 [LOAN]
5 1.00 87.50 $ 920 up to 3.25%
Amer. Equity Investment Life Ins. Co.
Heritage Gold (ICC11-IDX2)
5 1.00 87.50 up to 0.50%
Surrender Charges Last 6 Years
Lincoln Financial Group
Lincoln New Directions 6 Low-Band [MVA]
6 1.00 100.00 $1,062 up to 3.50%
Lincoln Financial Group
Lincoln New Directions 6 High-Band [MVA]
6 1.00 100.00 $1,062 up to 3.50%
American National Ins. Co.
ANICO EIA
6 1.00 90.00 $ 955 02/01/12 up to 5.00%
Great Amer. Life Ins. Co.
Safe Outlook Low-Band [LOAN]
6 1.00 90.00 $ 955 up to 4.00%
Great Amer. Life Ins. Co.
Safe Outlook High-Band [LOAN]
6 1.00 90.00 $ 955 up to 4.00%
Aviva Life & Annuity (Income Series)
Income Preferred Six Low-Band [MVA]
6 1.00 87.50 $ 929 up to 5.00%
Aviva Life & Annuity (Income Series)
Income Preferred Six High-Band [MVA]
6 1.00 87.50 $ 929 up to 5.00%
Amer. Equity Investment Life Ins. Co.
Integrity Gold (Index 5-07)
6 1.50 87.50 up to 4.13%
Surrender Charges Last 7 Years
Americo
Ultimate One Index 7 [LOAN]
7 1.50 100.00 $1,110
Principal Financial Group
Principal Performance Anuity 7 Low-Band
7 0.00 3.00 90.00 $1,107 02/01/12
Principal Financial Group
Principal Performance Anuity 7 High-Band
7 0.00 3.00 90.00 $1,107 02/01/12
The Standard
Index Growth Annuity 7 Low-Band
7 1.00 100.00 $1,072 up to 5.00%
The Standard
Index Growth Annuity 7 High-Band
7 1.00 100.00 $1,072 up to 5.00%
Great Amer. Life Ins. Co.
American Legend II [LOAN]
7 1.00 100.00 $1,072 up to 5.50%
Reliance Standard Life
Keystone 7 Index Annuity
7 1.00 100.00 $1,072 up to 5.00%
Fidelity & Guaranty Life Ins. Co. of New York
FGNY Index-Safety 7
7 1.00 100.00 $1,072
Excellent Product for IRA Contributions.  Flexible Premium with no rolling surrenders and a minimum deposit of $2,000 Q.
Lincoln Financial Group
Lincoln OptiChoice 7 Low-Band [MVA]
7 1.00 100.00 $1,072 up to 6.00%
Excellent Product for IRA Contributions.  Flexible Premium with no rolling surrenders and a minimum deposit of $2,000 Q.
Lincoln Financial Group
Lincoln OptiChoice 7 High-Band [MVA]
7 1.00 100.00 $1,072 up to 6.00%
Amer. General Life Ins. Co.
AG Vision Advantage 7 (CA) [MVA]
7 2.00 90.00 $1,034 up to 6.00%
American National Ins. Co.
Value Lock 7
7 1.00-1.75 88.70 $1,002 02/01/12 up to 6.00%
Amer. General Life Ins. Co.
AG Vision Advantage 7 [MVA]
7 1.50 90.00 $ 999 up to 6.00%
F&G Life (Legacy)
AmeriMark Freedom 7 SE
7 5.00 1.00 87.50 $ 985 up to 4.00%
Allianz Life Ins. Co. of North America
MasterDex Plus Annuity [LOAN]
7 1.50 87.50 $ 971 up to 6.00%
American National Ins. Co.
ANICO Strategy Indexed Annuity 7
7 1.00 90.00 $ 965 up to 5.00%
Life of the Southwest
SecurePlus Silver [TSA, LOAN]
7 1.00 87.50 $ 938
F&G Life (Legacy)
AmeriMark Freedom 7
7 1.00 87.50 $ 938 up to 5.00%
ING Annuity and Asset Sales
ING Secure Index Seven Low-Band
7 1.00 87.50 $ 938 up to 5.00%
ING Annuity and Asset Sales
ING Secure Index Seven High-Band
7 1.00 87.50 $ 938 up to 5.00%
Fidelity & Guaranty Life
Prosperity Elite 7
7 1.00 87.50 $ 938 up to 5.00%
Genworth Life and Annuity Ins. Co
SecureLiving Index 7 Low-Band [MVA]
7 1.00 100.00 up to 5.00%
Genworth Life and Annuity Ins. Co
SecureLiving Index 7 Mid-Band [MVA]
7 1.00 100.00 up to 5.00%
Genworth Life and Annuity Ins. Co
SecureLiving Index 7 High-Band [MVA]
7 1.00 100.00 up to 5.00%
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln OptiPoint 8 High-Band [MVA]
8 4.00 1.00 100.00 $1,126 up to 6.00%
Lincoln Financial Group
Lincoln OptiPoint 8 Low-Band [MVA]
8 3.00 1.00 100.00 $1,115 up to 6.00%
Lincoln Financial Group
Lincoln New Directions 8 Low-Band [MVA]
8 1.00 100.00 $1,083 up to 4.50%
Lincoln Financial Group
Lincoln New Directions 8 High-Band [MVA]
8 1.00 100.00 $1,083 up to 4.50%
Amer. General Life Ins. Co.
AG Global 8 Index Annuity (CA)
8 2.00 90.00 $1,054 up to 4.75%
Amer. General Life Ins. Co.
AG Global 8 Index Annuity
8 1.50 90.00 $1,014 up to 4.75%
Surrender Charges Last 9 Years
Americo
Ultimate One Index 9 Bonus [LOAN]
9 4.00 2.00 100.00 $1,243
Americo
Ultimate One Index 9 [LOAN]
9 2.00 100.00 $1,195
Showing 1-50 of 158    Display: Page:   1 | 2 | 3 | 4

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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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