Fixed Indexed Brief

 
 
 
State
Premium
Qual
Flex?
Rating
Company
SC yrs
Age
Comm
%

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Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 3 Years
ING USA Annuity and Life
ING Envoy Three Fixed Index Annuity Low-Band [MVA]
3 1.00 100.00 $1,030 up to 1.00%
ING USA Annuity and Life
ING Envoy Three Fixed Index Annuity High-Band [MVA]
3 1.00 100.00 $1,030 up to 1.00%
Surrender Charges Last 6 Years
Amer. General Life Ins. Co.
AG Global 6 Index Annuity
6 2.00 90.00 $1,014 up to 5.00%
Surrender Charges Last 8 Years
Amer. General Life Ins. Co.
AG Global 8 Index Annuity
8 2.00 90.00 $1,054 up to 6.00%
Surrender Charges Last 9 Years
ING USA Annuity and Life
ING Envoy Nine Fixed Index Annuity Low-Band [MVA]
9 1.00 100.00 $1,094 up to 6.50%
ING USA Annuity and Life
ING Envoy Nine Fixed Index Annuity High-Band [MVA]
9 1.00 100.00 $1,094 up to 6.50%
Investors Ins. (Legacy)
PremierMark Plus Annuity [LOAN]
9 7.00 1.05 87.50 $1,029 up to 8.00%
Investors Ins. (Legacy)
PremierMark Annuity [MVA, LOAN]
9 1.05 87.50 $ 961 up to 8.00%
Surrender Charges Last 10 Years
Amer. General Life Ins. Co.
AG Global Bonus Index Annuity [MVA]
10 5.00 2.00 100.00 $1,280 up to 7.00%
Forethought Financial
Destination Income 15 Enhanced Low-Band
10 3.00 90.00 $1,210 up to 7.50%
Forethought Financial
Destination Income 15 Enhanced Mid-Band
10 3.00 90.00 $1,210 up to 7.50%
Forethought Financial
Destination Income 15 Enhanced High-Band
10 3.00 90.00 $1,210 up to 7.50%
Allianz Life
MasterDex X Annuity [LOAN]
10 8.00 1.50 90.00 $1,128 up to 8.00%
ING USA Annuity and Life
ING Secure Index Opportunities Plus Low-Band [MVA]
10 5.00 2.00 87.50 $1,120 up to 7.00%
ING USA Annuity and Life
ING Secure Index Opportunities Plus High-Band [MVA]
10 5.00 2.00 87.50 $1,120 up to 7.00%
RBC Insurance
RBC Choice 10 SPDA [MVA]
10 1.00 87.50 $ 967 up to 10.00%
Surrender Charges Last 12 Years
RBC Insurance
RBC Enhanced Choice 12 SPDA [MVA]
12 5.00 1.00 87.50 $1,035 up to 8.00%

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"Guaranteed Yield to Surrender" expresses the annualized return on premium, assuming no withdrawals, based on interest credited on a guaranteed basis, for the duration of the surrender period.

"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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