Fixed Indexed Brief

Product Detail
Package your Forms Collection
State
Premium Qual
 
Rating
Company
Rate Gtd
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 2.00 100.00 $1,061 up to 1.00%
ING USA Annuity and Life
ING Envoy Three Fixed Index Annuity High-Band [MVA]
3 2.00 100.00 $1,061 up to 1.00%
Surrender Charges Last 4 Years
OM Financial Life Ins. Co.
Safety Index 4 Low-Band
4 3.00 100.00 $1,126 up to 3.00%
OM Financial Life Ins. Co.
Safety Index 4 High-Band
4 3.00 100.00 $1,126 up to 3.00%
Surrender Charges Last 6 Years
Amer. General Life Ins. Co.
AIG Global 6 Index
6 3.00 90.00 $1,075 up to 5.00%
OM Financial Life Ins. Co.
Loyalty Rewards Escalator 6
6 1.00 1.00 87.50 $ 938 up to 4.00%
Surrender Charges Last 8 Years
Amer. General Life Ins. Co.
AIG Global 8 Index
8 3.00 90.00 $1,140 up to 6.00%
OM Financial Life Ins. Co.
Loyalty Rewards Escalator 8
8 1.00 1.00 87.50 $ 957 up to 5.50%
Surrender Charges Last 9 Years
Investors Ins. (Legacy)
PremierMark Plus Annuity [LOAN]
9 7.00 1.65 100.00 $1,240 up to 8.00%
Investors Ins. (Legacy)
PremierMark Annuity [MVA, LOAN]
9 1.65 100.00 $1,159 up to 8.00%
Surrender Charges Last 10 Years
Amer. General Life Ins. Co.
AIG Global Bonus Index [MVA]
10 5.00 3.00 100.00 $1,411 up to 7.00%
OM Financial Life Ins. Co.
Safety Index 10 Low-Band
10 3.00 100.00 $1,344 up to 7.00%
OM Financial Life Ins. Co.
Safety Index 10 High-Band
10 3.00 100.00 $1,344 up to 7.00%
ING USA Annuity and Life
ING Secure Index Opportunities Plus Low-Band [MVA]
10 5.00 3.00 87.50 $1,235 up to 8.00%
ING USA Annuity and Life
ING Secure Index Opportunities Plus High-Band [MVA]
10 5.00 3.00 87.50 $1,235 up to 8.00%
American Investors
Income Select Bonus Low-Band
10 10.00 1.00 100.00 $1,215 up to 8.00%
American Investors
Income Select Bonus High-Band
10 10.00 1.00 100.00 $1,215 up to 8.00%
Forethought Financial
Destination Income 15 Low-Band
10 3.00 90.00 $1,210
Forethought Financial
Destination Income 15 Mid-Band
10 3.00 90.00 $1,210
Forethought Financial
Destination Income 15 High-Band
10 3.00 90.00 $1,210

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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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