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(480) 664-4405

Fixed Indexed Annuities

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Showing 1-20 of 194    Display: Print/Save |<  <<   Page 1 of 10   >>   >|
Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 15 Years
National Western Life
Liberty Champion
15 yrs 85 (NQ) 5.00% 11/20/08
Qualified
0-70: 6.00
71-80: 4.00
81-85: 2.00
Non-Qualified
0-70: 9.25
71-80: 7.75
81-85: 5.50
Option A: Annual Reset with Monthly Averaging Option D: Annual Reset with Monthly Cap
Fixed @ 3.25%
National Western Life
NWL Ultra Future
15 yrs 85 10.00% 3.00% 87.50% $1,500 11/20/08
Qualified
0-70: 8.00
71-75: 4.50
76-80: 2.00
Non-Qualified
0-75: 8.00
76-80: 6.00
81-85: 4.50
Option B: Fixed Account @ 3.85% Option D: Monthly Cap
Option A: Monthly Averaging Annual Reset
Surrender Charges Last 14 Years
National Western Life
NWL Ultra Benefit
14 yrs 85 5.00% 3.00% 87.50% $1,390 11/20/08
Qualified
0-70: 8.00
71-75: 5.50
76-80: 3.50
Non-Qualified
0-75: 8.00
76-80: 6.00
81-85: 2.00
Fixed @ 2.85% Option D: Monthly Cap Annual Reset
Option A: Monthly Average Annual Reset
North American Company
Charter 14
14 yrs 75 11.00% 2.00% 100% $1,465 10/10/08 0-75: 8.50
1-Year NASDAQ-100 Monthly Point-to-Point 1-Year S&P 500 Annual Daily Average
1-Year S&P 400 Annual Daily Average 1-Year Russell 2000 Annual Daily Average
1-Year Hindsight Index Strategy 1-Year Lehman Bros. US Aggregate
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Daily Average
1-Year S&P 400 Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 500 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point 1-Year Fixed @ 3.00%
1-Year Dow Jones EuroStoxx 50 Point-to-Point
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 10/10/08 0-75: 5.50
1-Year Annual Point-to-Point Russell 2000 1-Year Annual Point-to-Point DJ EuroSTOXX 50
1-Year Fixed @ 5.00% 1-Year Annual Point-to-Point S&P 500
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point S&P 400
1-Year Annual Point-to-Point NADAQ 100 1-Year Annual Point-to-Point LB U.S. Aggregate
1-Year Annual Point-to-Point DJIA 1-Year Monthly Point-to-Point S&P 500
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 10/10/08 0-75: 5.50
1-Year Annual Point-to-Point LB U.S. Aggregate 1-Year Annual Point-to-Point DJIA
1-Year Monthly Point-to-Point S&P 500 1-Year Annual Point-to-Point Russell 2000
1-Year Annual Point-to-Point DJ EuroSTOXX 50 1-Year Annual Point-to-Point S&P 500
1-Year Fixed @ 5.35% 1-Year Annual Point-to-Point S&P 400
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point NADAQ 100
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 10/10/08 0-75: 5.50
1-Year Anual Point-to-Point NADAQ 100 1-Year Anual Point-to-Point LB U.S. Aggregate
1-Year Anual Point-to-Point DJIA 1-Year Monthly Point-to-Point S&P 500
1-Year Anual Point-to-Point Russell 2000 1-Year Anual Point-to-Point DJ EuroSTOXX 50
1-Year Anual Point-to-Point S&P 500 1-Year Fixed @ 4.60%
1-Year Anual Point-to-Point S&P 400 1-Year Monthly Point-to-Point NASDAQ 100
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 10/10/08 0-75: 5.50
1-Year Anual Point-to-Point DJ EuroSTOXX 50 1-Year Anual Point-to-Point S&P 500
1-Year Anual Point-to-Point S&P 400 1-Year Fixed @ 5.00%
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Anual Point-to-Point NADAQ 100
1-Year Anual Point-to-Point LB U.S. Aggregate 1-Year Monthly Point-to-Point S&P 500
1-Year Anual Point-to-Point DJIA 1-Year Anual Point-to-Point Russell 2000
North American Company
North American Classic Plus
14 yrs 75 10.00% 3.00% 87.50% $1,456 10/10/08 0-75: 7.00
1-Year Russell 2000 Point-to-Point 1-Year DJIA Daily Average
1-Year Russell 2000 Daily Average 1-Year DJIA Point-to-Point
1-Year S&P 500 Daily Average 1-Year S&P 400 Point-to-Point
1-Year S&P 400 Daily Average 1-Year S&P 500 Monthly Point-to-Point
1-Year NASDAQ 100 Monthly Point-to-Point 1-Year Fixed @ 3.60%
1-Year S&P 500 Point-to-Point 1-Year NASDAQ-100 Point-to-Point
North American Company
North American Prizm 14
14 yrs 75 2.00% 100% $1,319 10/10/08 0-75: 8.50
1-Year S&P 400 Monthly Average 1-Year S&P 500 Monthly Point-to-Point
1-Year S&P 500 Point-to-Point 1-Year Russell 2000 Monthly Averaging
1-Year Nasdaq 100 Point-to-Point 1-Year Nasdaq 100 Monthly Point-to-Point
1-Year Lehman Bros. U.S. Aggregate Point-to-Point 1-Year Dow Jones Point-to-Point
1-Year S&P 400 Point-to-Point 1-Year Fixed @ 4.15%
1-Year Russell 2000 Point-to-Point 1-Year S&P 500 Monthly Average
1-Year Dow Jones Monthly Average 1-Year DJ EuroStoxx 50 Point-to-Point
North American Company
North American Prizm Plus 14
14 yrs 75 10.00% 2.00% 100% $1,451 10/10/08 0-75: 8.50
1-Year Russell 2000 Point-to-Point 1-Year S&P 500 Monthly Average
1-Year Nasdaq -100 Monthly Point-to-Point 1-Year Nasdaq 100 Point-to-Point
1-Year Lehman Bros. U.S. Aggregate Point-to-Point 1-Year DJIA Monthly Average
1-Year Fixed @ 3.25% 1-Year S&P 400 Monthly Average
1-Year Russell 2000 Monthly Averaging 1-Year S&P 500 Point-to-Point
1-Year DJIA Point-to-Point 1-Year DJ EuroStoxx 50 Point-to-Point
1-Year S&P 400 Point-to-Point 1-Year S&P 500 Monthly Point-to-Point
North American Company
Precision 14
14 yrs 75 10.00% 2.00% 100% $1,451 10/10/08 0-75: 8.50
Dow Jones EuroStoxx 50 Point-to-Point Dow Jones Annual Daily Average
S&P 400 Annual Daily Average Nasdaq -100 Monthly Point-to-Point
Russell 2000 Annual Daily Average S&P 500 Monthly Point-to-Point Cap
Lehman Bros. US Aggregate S&P 500 Annual Point-to-Point
1 - Year Hindsight Index Strategy Nasdaq-100 Annual Point-to-Point
Dow Jones Annual Point-to-Point Fixed @ 3.00%
S&P 400 Annual Point-to-Point S&P 500 Annual Daily Average
Russell 2000 Annual Point-to-Point
Surrender Charges Last 13 Years
National Western Life
NWL Ultra Classic
13 yrs 85 3.00% 87.50% $1,285 11/20/08
Qualified
0-70: 13.00
71-75: 11.00
76-80: 10.00
Non-Qualified
0-75: 13.00
76-80: 11.50
81-85: 10.00
Option A: Monthly Averaging Annual Reset Option B: Fixed Account @ 4.25%
Option D: Monthly Cap Annual Reset
Surrender Charges Last 12 Years
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 12
12 yrs 85 4.00% 3.00% 90.00% $1,335 11/05/08 0-75: 9.00
76-80: 5.00
81-85: 3.50
2-Year Term Account 1-Year Term Account
Fixed @ 4.60%
Lincoln Financial Group
Lincoln OptiPoint 12 -Low
12 yrs 75 4.00% 2.00% 88.00% $1,161 11/08/08 0-75: 8.00
Performance Triggered 2-Year Monthly Cap
Fixed @ 4.50% 2-Year Point to Point
Lincoln Financial Group
Lincoln OptiPoint 12 -High
12 yrs 75 4.00% 2.00% 88.00% $1,161 11/08/08 0-75: 8.00
Fixed @ 4.50% 2-Year Point to Point
Performance Triggered 2-Year Monthly Cap
National Western Life
Liberty Challenge
12 yrs 85 (NQ) 2.00% 11/20/08
Qualified
0-70: 9.00
71-75: 8.00
Non-Qualified
0-70: 9.00
71-80: 8.00
81-85: 6.25
Option A: Annual Reset with Monthly Averaging Option D: Annual Reset with Monthly Cap
Fixed @ 3.25%
RBC Insurance
RBC Enhanced Choice 12
12 yrs 85 5.00% 1.85% 87.50% $1,145 11/01/08 0-75: 9.00
76-80: 7.00
81-85: 5.00
1-Year DJIA Quarterly Point-to-Point Annual Reset 8-Year Fixed Account @ 3.65%
1-Year DJIA Monthly Average
Surrender Charges Last 10 Years
Sun Life Financial
SunDex Bonus 7%
10 yrs (NQ) 7.00% 1.75% 87.50% $1,114 11/17/08
1-Year S&P 500 Monthly Average w/Particpation
Sun Life Financial
SunDex Bonus -Low
10 yrs 0 (NQ) 6.00% 1.75% 87.50% $1,103 11/17/08 0-75: 8.00
76-80: 6.50
1-Year S&P 500 Monthly Averaging w/ Participation
Showing 1-20 of 194    Display: Page:   1 | 2 | 3 | 4 | 5 | 6 .. 10

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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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