Fixed Indexed Annuities

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Showing 1-150 of 220    Display: Print/Save |<  <<   Page 1 of 2   >>   >|
Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 10 Years
Allianz Life
MasterDex 10 Plus Annuity
10 yrs 80 10.00% 1.50% 87.50% $1,117 08/03/10 0-75: 8.00+
76-80: 5.00+
Fixed @ 3.00% 1 Year Nasdaq 100 Point-to-Point Cap
1 Year Nasdaq 100 Monthly Cap 1 Year FTSE 100 Point-to-Point Cap
1 Year FTSE 100 Monthly Cap 1 Year Blended Point-to-Point Cap
1 Year Blended Monthly Average Spread 1 Year S&P 500 Monthly Cap
1 Year S&P 500 Point-to-Point Cap
Allianz Life
MasterDex X Annuity
10 yrs 80 10.00% 2.50% 87.50% $1,232 08/03/10 0-75: 7.00+
76-80: 5.00+
1 Year Fixed @ 2.15% 1 Year S&P 500 Monthly Cap
1 Year S&P 500 Point-to-Point Cap 1 Year Euro STOXX 50 Point-to-Point Cap
1 Year Euro STOXX 50 Monthly Cap 1 Year Nasdaq 100 Monthly Cap
1 Year Nasdaq 100 Point-to-Point Cap 1 Year Blended Point-to-Point Cap
1 Year Blended Monthly Average Spread
American National Ins. Co.
ANICO Strategy Indexed Annuity 10
10 yrs 85 1.00% 100% $1,105 09/01/10
Declared Rate Interest Account @ 2.00% 1 Year S&P 500 Point-to-Point
Lincoln Financial Group
Lincoln OptiPoint 10 -Low
10 yrs 80 3.00% 1.80% 100% $1,231 09/01/10 0-75: 3.50
76-80: 2.37
Fixed @ 2.10% 2-Year Monthly Cap
2-Year Point to Point Performance Triggered
Lincoln Financial Group
Lincoln OptiPoint 10 -High
10 yrs 80 4.00% 1.80% 100% $1,243 09/01/10 0-75: 3.50
76-80: 2.37
2-Year Monthly Cap 2-Year Point to Point
Performance Triggered Fixed @ 2.10%
North American Company
Charter 10
10 yrs 79 5.00% 1.10% 87.50% $1,025 09/01/10 0-75: 7.50+
76-79: 5.63+
1-Year Fixed @ 2.00% 1-Year S&P 400 Annual Daily Average
1-Year S&P 400 Annual Point-to-Point 1- Year Hindsight Index
1-Year S&P 500 Monthly Point-to-Point Capped 1-Year S&P 500 Annual Daily Average
1-Year S&P 500 Annual Point-to-Point 1-Year Nasdaq-100 Annual Point-to-Point
1 -Year NASDAQ Monthly Point-to-Point 1-Year Russell 2000 Annual Daily Average
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones Annual Daily Average
1-Year Dow Jones Annual Point-to-Point 1-Year Dow Jones EuroStoxx 50 Point-to-Point
North American Company
Freedom Choice 10 -Low
10 yrs 79 1.10% 87.50% $ 976 09/01/10 0-75: 5.50+
76-79: 4.13+
1-Year Fixed @ 2.45% 1-Year Anual Point-to-Point DJ EuroSTOXX 50
1-Year Anual Point-to-Point DJIA 1-Year Anual Point-to-Point NASDAQ 100
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Anual Point-to-Point Russell 2000
1-Year Monthly Point-to-Point S&P 500 1-Year Anual Point-to-Point S&P 500
1-Year Anual Point-to-Point S&P 400
North American Company
Freedom Choice 10 -High
10 yrs 79 1.10% 87.50% $ 976 09/01/10 0-75: 5.50+
76-79: 4.13+
1-Year Fixed @ 2.90% 1-Year Anual Point-to-Point S&P 400
1-Year Anual Point-to-Point S&P 500 1-Year Monthly Point-to-Point S&P 500
1-Year Anual Point-to-Point Russell 2000 1-Year Monthly Point-to-Point NASDAQ 100
1-Year Anual Point-to-Point NASDAQ 100 1-Year Anual Point-to-Point DJIA
1-Year Anual Point-to-Point DJ EuroSTOXX 50
North American Company
North American Ten
10 yrs 79 10.00% 3.00% 100% $1,478 09/01/10 0-75: 6.50+
76-79: 4.88+
1-Year Fixed Account @ 1.30% 1-Year Dow Jones EuroStoxx 50 Annual Point-to-Point
1-Year Nasdaq 100 Annual Point-to-Point 1-Year Nasdaq 100 Monthly Point-to-Point
1-Year Dow Jones Annual Point-to-Point 1-Year Dow Jones Monthly Average
1-Year Russell 2000 Annual Point-to-Point 1-Year Russell 2000 Monthly Average
1-Year S&P 400 Annual Point-to-Point 1-Year S&P 400 Monthly Average
1-Year S&P 500 Monthly Average 1-Year S&P 500 Annual Point-to-Point
1-Year S&P 500 Monthly Point-to-Point 1 - Year Hindsight Index Strategy
North American Company
Precision 10
10 yrs 79 5.00% 1.10% 87.50% $1,025 09/01/10 0-75: 7.50+
76-79: 5.63+
Fixed @ 2.00% S&P 500 Monthly Point-to-Point Cap
S&P 500 Annual Daily Average S&P 500 Annual Point-to-Point
S&P 400 Annual Daily Average S&P 400 Annual Point-to-Point
Nasdaq-100 Annual Point-to-Point 1 - Year Hindsight Index Strategy
Dow Jones EuroStoxx 50 Point-to-Point Russell 2000 Annual Daily Average
Russell 2000 Annual Point-to-Point Nasdaq - 100 Monthly Point-to-Point
Dow Jones Annual Daily Average Dow Jones Annual Point-to-Point
OM Financial Life Ins. Co.
OM Index-Accelerator 10
10 yrs 85 8.00% 1.00-1.10% 87.50% $1,054 09/01/10 0-79: 8.00+
80-85: 4.00+
1-Year S&P 500 Monthly Cap 1-Year S&P 500 Monthly Average
1-Year S&P 500 Point-to-Point 2-Year S&P 500 Monthly Average with Cap
Fixed Interest Option @ 1.10%
OM Financial Life Ins. Co.
OM Index-Safety 10 -Low
10 yrs 85 2.50% 100% $1,280 09/01/10 0-79: 7.00+
80-85: 3.50+
1 Year S&P 500 Monthly Point-to-Point Cap 1 Year S&P 500 Annual Point-to-Point Cap
1 Year S&P 500 Monthly Average Cap Fixed Account @ 1.75%
OM Financial Life Ins. Co.
OM Index-Safety 10 -High
10 yrs 85 2.50% 100% $1,280 09/01/10 0-79: 7.00+
80-85: 3.50+
Fixed Account @ 2.00% 1 Year S&P 500 Monthly Point-to-Point Cap
1 Year S&P 500 Annual Point-to-Point Cap 1 Year S&P 500 Monthly Average Cap
RBC Insurance
RBC Choice 10 SPDA
10 yrs 85 1.00% 87.50% $ 967 09/01/10 0-75: 10.00+
76-80: 8.00+
81-85: 6.00+
1-Year Fixed Account @ 2.05% 1 Year S&P 500 Annual Point to Point Cap
1 Year S&P 500 Monthly Additive Point to Point Cap 1-Year DJIA Quarterly Additive Point-to-Point Cap
1-Year DJIA Monthly Average Cap
RBC Insurance
RBC Enhanced Choice 10 SPDA
10 yrs 85 5.00% 1.00% 87.50% $1,015 09/01/10 0-75: 7.00+
76-79: 5.00+
80-85: 3.00+
Fixed Account @ 1.05% 1-Year S&P 500 Monthly Additive Point-to-Point Cap
1-Year S&P 500 Annual Point-to-Point Cap 1-Year DJIA Quarterly Additive Point-to-Point Indexed Account
1-Year DJIA Monthly Average Indexed Account
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln OptiPoint 8 -Low
8 yrs 85 2.00% 1.60% 100% $1,158 09/01/10 0-75: 3.00
76-80: 2.00
81-85: 1.00
Fixed @ 2.10% 2-Year Monthly Cap
2-Year Point to Point Performance Triggered
Lincoln Financial Group
Lincoln OptiPoint 8 -High
8 yrs 85 3.00% 1.60% 100% $1,169 09/01/10 0-75: 3.00
76-80: 2.00
81-85: 1.00
Performance Triggered 2-Year Point to Point
2-Year Monthly Cap Fixed @ 2.10%
RBC Insurance
RBC Enhanced Choice 8 SPDA
8 yrs 85 2.00% 1.00% 87.50% $ 966 09/01/10 0-75: 6.00+
76-80: 4.50+
81-85: 3.50+
Fixed Account @ 1.05% 1-Year S&P 500 Annual Point-to-Point Cap
1-Year S&P 500 Monthly Additive Point-to-Point Cap 1-Year DJIA Quarterly Additive Point-to-Point Indexed Account
1-Year DJIA Monthly Average Indexed Account
Surrender Charges Last 7 Years
Allianz Life
MasterDex Plus Annuity
7 yrs 80 1.50% 87.50% $ 971 08/03/10 0-75: 7.00+
76-80: 6.00+
1 Year S&P 500 Monthly Cap 1 Year S&P 500 Point-to-Point Cap
Fixed Account @ 2.15% 1 Year Nasdaq 100 Monthly Cap
1 Year Nasdaq 100 Point-to-Point Cap 1 Year FTSE 100 Point-to-Point Cap
1 Year FTSE 100 Monthly Cap 1 Year Blended Point-to-Point Cap
1 Year Blended Monthly Average Spread
American National Ins. Co.
ANICO Strategy Indexed Annuity 7
7 yrs 85 1.00% 90.00% $ 965 09/01/10
Declared Rate Interest Account @ 2.00% 1 Year S&P 500 Annual Point-to-Point

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 & Index-7-05-OK)
17 yrs (NQ) 10.00% 3.00% 84.00% 07/20/10 0-75: 8.20+
76-80: 6.15+
Fixed @ 3.30% S&P 500 Monthly Point-to-Point
S&P 500 Monthly Average w/ PR S&P 500 Monthly Average w/ CAP
S&P 500 Annual Point-to-Point w/ PR S&P 500 Annual Point-to-Point w/ CAP
Lehman Brothers U.S. Aggregate Annual Point-to-Point Dow Jones Annual Monthly Average
Dow Jones Annual Point-to-Point
Surrender Charges Last 16 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index 1-07)
16 yrs 80 10.00% 3.00% 84.00% 07/20/10 0-75: 6.00+
76-80: 4.50+
Fixed Value @ 2.70% 1-Year S&P 500 Monthly Average Cap
1-Year S&P 500 Point-to-Point Cap 1-Year S&P 500 Point-to-Point PR
1-Year S&P 500 Monthly Average PR 1-Year S&P 500 Monthly Point-to-Point
1-Year Dow Jones Point-to-Point Cap 1-Year Dow Jones Monthly Average Cap
1-Year Lehman U.S. Aggregate Point-to-Point
Surrender Charges Last 15 Years
Life of the Southwest
SecurePlus Accumulator 5
15 yrs 65 5.00% 2.45% 87.50% $1,321 07/22/10 0-70: 7.00+
71-75: 6.00+
76-80: 4.00+
Declared Interest Account @ 2.45% Ending Index Account
Average Index Account
Life of the Southwest
SecurePlus Platinum
15 yrs 62 2.45% 87.50% $1,258 07/22/10 0-70: 10.00+
71-75: 9.00+
76-80: 8.00+
Declared Interest Account @ 2.50% Average Index Account
Ending Index Account
National Western Life
Liberty Champion
15 yrs 85 5.00% 08/06/10
Qualified
0-70: 9.25+
71-75: 7.75+
Non-Qualified
0-70: 9.25+
71-80: 7.75+
81-85: 5.50+
Fixed @ 2.25% Option D: Annual Reset with Monthly Cap
Option A: Annual Reset with Monthly Averaging
National Western Life
NWL Ultra Future
15 yrs 80 (NQ) 10.00% 1.50% 87.50% $1,203 08/06/10
Qualified
0-70: 7.00+
71-75: 3.50+
76-80: 2.00+
Non-Qualified
0-75: 7.00+
76-80: 5.00+
Option B: Fixed Account @ 2.90% Option A: Monthly Averaging Annual Reset
Option D: Monthly Cap
Surrender Charges Last 14 Years
Amer. Equity Investment Life Ins. Co.
Retirement Gold (02-09)
14 yrs 78 10.00% 2.25% 87.50% 07/20/10 0-78: 6.00+
Fixed @ 2.50% S&P 500 Monthly Average w/ Participation
S&P 500 Monthly Average w/ Cap S&P 500 Point-to-Point w/ Participation
S&P 500 Point-to-Point w/ Cap S&P 500 Monthly Cap
Americo
Ultimate One Index 9 Bonus (PA)
14 yrs (NQ) 4.00% 2.00% 100% $1,372 08/01/10
Fixed @ 2.50% S&P 500 Point-to-Point w/ Participation
S&P 500 Point-to-Point w/ Cap S&P 500 Monthly Averaging w/ Participation
S&P 500 Monthly Averaging w/ Cap
EquiTrust Life Ins. Co.
Market Power Bonus Index
14 yrs 80 10.00% 1.00% 87.50% $1,106 09/02/10 0-80: 8.50+
1-Year Fixed Interest Account @ 2.00% 1-Year S&P 500 Daily Average Cap
1-Year S&P 500 Point-to-Point Cap 2-Year S&P 500 Monthly Averaging Cap Account
1 Year S&P 500 Monthly Average Participation 1-Year S&P 500 Monthly Cap
National Western Life
NWL Ultra Benefit
14 yrs (NQ) 5.00% 1.50% 87.50% $1,132 08/06/10
Qualified
0-70: 8.00+
71-75: 5.50+
76-80: 3.50+
81-85: 1.00+
Non-Qualified
0-75: 8.00+
76-80: 6.00+
81-85: 3.50+
Option B: Fixed Interest Rate @ 1.85% Option A: Monthly Average Annual Reset
Option D: Monthly Cap Annual Reset
North American Company
Charter 14
14 yrs 75 10.00% 1.10% 87.50% $1,122 09/01/10 0-75: 7.50+
1-Year Fixed @ 2.15% 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 500 Annual Daily Average 1-Year S&P 500 Annual Point-to-Point
1-Year Nasdaq-100 Annual Point-to-Point 1-Year NASDAQ-100 Monthly Point-to-Point
1-Year Dow Jones Annual Daily Average 1-Year Dow Jones Annual Point-to-Point
1-Year Russell 2000 Annual Daily Average 1-Year Russell 2000 Annual Point-to-Point
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year Hindsight Index Strategy
1-Year S&P 400 Annual Daily Average 1-Year S&P 400 Annual Point-to-Point
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 1.10% 87.50% $1,020 09/01/10 0-75: 5.50+
1-Year Fixed @ 3.55% 1-Year Annual Point-to-Point S&P 500
1-Year Monthly Point-to-Point S&P 500 1-Year Annual Point-to-Point DJIA
1-Year Annual Point-to-Point DJ EuroSTOXX 50 1-Year Annual Point-to-Point NADAQ 100
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point Russell 2000
1-Year Annual Point-to-Point S&P 400
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 1.10% 87.50% $1,020 09/01/10 0-75: 5.50+
1-Year Annual Point-to-Point S&P 500 1-Year Monthly Point-to-Point S&P 500
1-Year Fixed @ 3.90% 1-Year Annual Point-to-Point S&P 400
1-Year Annual Point-to-Point Russell 2000 1-Year Annual Point-to-Point NADAQ 100
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point DJ EuroSTOXX 50
1-Year Annual Point-to-Point DJIA
North American Company
Freedom Choice 14 -Low
14 yrs 75 1.10% 87.50% $1,020 09/01/10 0-75: 5.50+
1-Year Fixed @ 3.15% 1-Year Anual Point-to-Point DJIA
1-Year Anual Point-to-Point DJ EuroSTOXX 50 1-Year Anual Point-to-Point NADAQ 100
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Anual Point-to-Point Russell 2000
1-Year Anual Point-to-Point S&P 400 1-Year Anual Point-to-Point S&P 500
1-Year Monthly Point-to-Point S&P 500
North American Company
Freedom Choice 14 -High
14 yrs 75 1.10% 87.50% $1,020 09/01/10 0-75: 5.50+
1-Year Fixed @ 3.55% 1-Year Monthly Point-to-Point S&P 500
1-Year Anual Point-to-Point S&P 500 1-Year Anual Point-to-Point S&P 400
1-Year Anual Point-to-Point Russell 2000 1-Year Monthly Point-to-Point NASDAQ 100
1-Year Anual Point-to-Point NADAQ 100 1-Year Anual Point-to-Point DJ EuroSTOXX 50
1-Year Anual Point-to-Point DJIA
North American Company
North American Prizm Plus 14
14 yrs 75 10.00% 1.10% 87.50% $1,122 09/01/10 0-75: 7.50+
1-Year Fixed @ 2.15% 1-Year S&P 400 Point-to-Point
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 S&P 500 Monthly Average
1-Year Russell 2000 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 DJIA Point-to-Point 1-Year DJIA Monthly Average
1-Year DJ EuroStoxx 50 Point-to-Point
North American Company
Precision 14
14 yrs 75 10.00% 1.10% 87.50% $1,122 09/01/10 0-75: 7.50+
Fixed @ 2.15% Dow Jones EuroStoxx 50 Point-to-Point
Dow Jones Annual Daily Average Dow Jones Annual Point-to-Point
Nasdaq -100 Monthly Point-to-Point Nasdaq-100 Annual Point-to-Point
Russell 2000 Annual Daily Average Russell 2000 Annual Point-to-Point
1 - Year Hindsight Index Strategy S&P 500 Monthly Point-to-Point Cap
S&P 500 Annual Daily Average S&P 500 Annual Point-to-Point
S&P 400 Annual Daily Average S&P 400 Annual Point-to-Point
Surrender Charges Last 13 Years
National Western Life
NWL Ultra Classic
13 yrs 80 1.50% 87.50% $1,062 08/06/10
Qualified
0-70: 12.00+
71-75: 10.00+
76-80: 9.00+
Non-Qualified
0-75: 12.00+
76-80: 10.50+
Option B: Fixed Account @ 3.25% Option A: Monthly Averaging Annual Reset
Option D: Monthly Cap Annual Reset
Surrender Charges Last 12 Years
Amer. Equity Investment Life Ins. Co.
Bonus 5 (INDEX-3-07-WA)
12 yrs (NQ) 5.00% 07/20/10 0-57: 6.00+
58-80: 4.00+
S&P 500 Monthly Average w/ PR S&P 500 Monthly Average w/ CAP
S&P 500 Annual Point-to-Point w/ PR S&P 500 Annual Point-to-Point w/ CAP
S&P 500 Monthly Point-to-Point Fixed @ 2.70%
Amer. Equity Investment Life Ins. Co.
Income Gold (Index 3-07)
12 yrs 80 5.00% 3.00% 87.50% 07/20/10 0-75: 5.63+
76-80: 4.22+
Fixed Account @ 2.70% 1-Year S&P 500 Monthly Average PR
1-Year S&P 500 Monthly Average Cap 1-Year S&P 500 Point-to-Point PR
1-Year S&P 500 Monthly Point-to-Point Cap 1-Year S&P 500 Point-to-Point Cap
1-Year Lehman U.S. Aggregate Point-to-Point Cap 1-Year Dow Jones Monthly Average Cap
1-Year Dow Jones Point-to-Point Cap
Great Amer. Life Ins. Co.
American Valor II
12 yrs 85 5.00% 1.00-2.00% 100% $1,332 08/21/10
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 Annual Point-to-Point 1 Year S&P 500 Monthly Average with Cap
Declared Rate Strategy @ 2.00%
Life of the Southwest
SecurePlus Elite
12 yrs 1.95% 90.00% $1,135 07/22/10
Declared Interest Account @ 2.10% Average Index Account
Ending Index Account
Life of the Southwest
SecurePlus Premier 8
12 yrs 80 3.00% 1.95% 90.00% $1,169 07/29/10 0-75: 8.00+
76-80: 5.00+
81-85: 4.00+
Declared Fixed Account @ 1.95% Russell 2000 Ending Index Rate Option 1
Russell 2000 Ending Index Rate Option 2 S&P 500 Ending Index Rate Option 1
S&P 500 Ending Index Rate Option 2 1-Year S&P 500 Average
National Western Life
Liberty Challenge
12 yrs 85 2.00% 08/06/10
Qualified
0-70: 9.00+
71-75: 8.00+
Non-Qualified
0-70: 9.00+
71-80: 8.00+
81-85: 6.25+
Fixed @ 2.25% Option D: Annual Reset with Monthly Cap
Option A: Annual Reset with Monthly Averaging
Surrender Charges Last 10 Years
Aviva Life and Annuity
Income Preferred Ultra -High
10 yrs 78 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-78: 5.50+
Fixed Strategy @ 2.25%
Aviva Life and Annuity
Income Preferred Ultra -Low
10 yrs 78 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-78: 5.50+
Fixed Strategy @ 1.65%
American National Ins. Co.
Value Lock 10
10 yrs 80 1.75% 90.00% $1,071 09/01/10 0-75: 10.00
76-80: 8.00
S&P 500 10 Year Point-to-Point
Allianz Life
Endurance Plus
10 yrs (NQ) 1.50% 90.00% $1,044 08/03/10 0-75: 8.00+
76-80: 5.00+
Fixed Account @ 2.50% Blended Point-to-Point
Blended Monthly Average S&P 500 Monthly Sum
S&P 500 Point-to-Point Nasdaq 100 Point-to-Point
Nasdaq 100 Monthly Sum FTSE 100 Point-to-Point
FTSE 100 Monthly Sum
Allianz Life
MasterDex 10
10 yrs 85 10.00% 1.50% 87.50% $1,117 08/03/10 0-75: 9.00+
76-85: 7.00+
Fixed Account @ 3.00% 1-Year SP 500 Monthly Point to Point
1-Year Nasdaq-100 Monthly Point to Point
Allianz Life
MasterDex 5 Plus Annuity
10 yrs 80 5.00% 2.00% 87.50% $1,120 08/03/10 0-75: 8.00+
76-80: 6.00+
Fixed Interest Option @ 2.15% 1 Year S&P 500 Monthly Sum Cap
1 Year S&P 500 Point-to-Point Cap 1 Year Blended Point-to-Point Cap
1 Year Blended Monthly Average Spread 1 Year FTSE 100 Point-to-Point Cap
1 Year FTSE 100 Monthly Sum Cap 1 Year Nasdaq 100 Monthly Sum Cap
1 Year Nasdaq 100 Point-to-Point Cap
Allianz Life of NY
New York Bonus MasterDex
10 yrs (NQ) 3.00% 1.50% 100% $1,195 08/03/10 0-74: 4.50+
75-85: 2.50+
Fixed @ 2.25% S&P 500 Monthly Point-to-Point
Nasdaq 100 Monthly Point-to-Point
Amer. Equity Investment Life Ins. Co.
10/10 Gold (Index 6-05)
10 yrs 80 1.20% 3.00% 87.50% 07/20/10 0-75: 6.00+
76-UP: 4.50+
Fixed @ 3.00% 1-Year S&P 500 Monthly Average PR
1-Year S&P 500 Point-to-Point PR 1-Year S&P 500 Monthly Point-to-Point
1-Year Lehman Bros. US Aggregate Point-to-Point
Amer. Equity Investment Life Ins. Co.
Advantage Gold
10 yrs 80 5.00% 3.00% 84.00% 07/20/10
Traditional Fixed Value @ 2.60% 1 Year S&P 500 Monthly Point-to-Point
1 Year S&P 500 Monthly Average Participation Rate 1 Year S&P 500 Monthly Average with Cap
1 Year S&P 500 Annual Point-to-Point Participation Rate 1 Year S&P 500 Point-to-Point Cap
1 Year Lehman Brothers U.S. Aggregate Point-to-Point
Amer. Equity Investment Life Ins. Co.
Benefit Gold (ICC10 IDX 110*)
10 yrs (NQ) 5.00% 2.25% 87.50% 07/20/10 0-75: 5.25+
76-80: 3.94+
Fixed @ 2.60% S&P 500 Monthly Point-to-Point
S&P 500 Monthly Average w/Cap S&P 500 Point-to-Point w/Cap
10-Year US Treasury Bond w/ Cap
Amer. Equity Investment Life Ins. Co.
Millenium Platinum (Index-6-05)
10 yrs (NQ) 3.00% 87.50% 07/20/10
Fixed @ 3.00% S&P 500 Monthly Average w/ PR
S&P 500 Annual Point-to-Point w/ PR S&P 500 Monthly Point-to-Point
Lehman Bros. U.S. Treasury Annual Point-to-Point
Amer. Equity Investment Life Ins. Co.
Retirement Gold (RG-FIA-09)
10 yrs (NQ) 6.00% 2.25% 87.50% 07/20/10 0-78: 5.25+
Fixed @ 2.50% S&P 500 Monthly Average w/ Participation
S&P500 Monthly Average w/ Cap S&P 500 Point-to-Point w/ Participation
S&P500 Point-to-Point w/ Cap S&P500 Monthly Cap
Amer. General Life Ins. Co.
AG Global Bonus Index Annuity
10 yrs 80 5.00% 2.00% 100% $1,280 08/27/10 0-75: 7.00
76-80: 4.50
Fixed Interest Account @ 2.00% Global Multiple Index Account with Cap
Annual Point-to-Point Account with Participation Rate Monthly Additive Account with Cap
Amer. General Life Ins. Co.
Vision Maximizer
10 yrs 75 5.00% 2.00% 90.00% $1,152 08/27/10 0-75: 8.00+
Fixed Interest Account @ 2.00% Monthly Average Account with Index Spread
Annual Point-to-Point Account with Cap Annual Point-to-Point Account with Adjustable Participation
Americo
Elite Provider
10 yrs 85 1.10% 100% $1,116 08/01/10
Fixed @ 2.75% 1 - Year S&P 500 Monthly Averaging Capped
1 - Year S&P 500 Point to Point Uncapped 1 - Year S&P 500 Point to Point Capped
Americo
Future Provider
10 yrs 0 (NQ) 2.00% 100% $1,219 08/01/10 0-80: 8.25
81-85: 6.50
86-90: 3.00
Fixed @ 2.75% S&P 500 Point-to-Point No Cap
S&P 500 Point-to-Point with Cap S&P 500 Point-to-Point The EZ Option
S&P 500 Monthly Averaging Nasdaq 100 Point-to-Point No Cap
Americo
Future Provider Bonus
10 yrs (NQ) 4.00% 2.00% 100% $1,268 08/01/10 0-80: 6.25
81-85: 5.00
Fixed @ 2.50% S&P 500 Point-to-Point No Cap
S&P 500 Point-to-Point with Cap S&P 500 Point-to-Point EZ Option
S&P 500 Monthly Averaging Nasdaq 100 Point-to-Point
Aviva Life and Annuity
Income Preferred Bonus -Low
10 yrs 78 8.00% 1.00% 87.50% $1,044 08/06/10 0-75: 7.00+
76-78: 5.00+
Fixed Strategy @ 1.65% 1-Year Average Index Strategy
1-Year Monthly Cap Index Strategy 1-Year Point-to-Point Index Strategy
Aviva Life and Annuity
Income Preferred Bonus -High
10 yrs 78 8.00% 1.00% 87.50% $1,044 08/06/10 0-75: 7.00+
76-78: 5.00+
Fixed Strategy @ 2.20% 1-Year Point-to-Point Index Strategy
1-Year Monthly Cap Index Strategy 1-Year Average Index Strategy
Aviva Life and Annuity
Income Preferred Ten -Low
10 yrs 78 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-78: 5.50+
Fixed @ 1.65% 1-Year Point-to-Point Index Strategy
1-Year Average Index Strategy 1-Year Monthly Cap Index Strategy
Aviva Life and Annuity
Income Preferred Ten -High
10 yrs 78 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-78: 5.50+
Fixed @ 2.45% 1-Year Monthly Cap Index Strategy
1-Year Average Index Strategy 1-Year Point-to-Point Index Strategy
Dearborn National
Index Fortifier X
10 yrs 85 5.00% 1.05% 100% $1,166 08/01/10 0-74: 8.50
75-85: 6.00
Fixed @ 1.75% Annual Point-to-Point
Monthly Point-to-Point Monthly Average
EquiTrust Life Ins. Co.
Market Value Index
10 yrs 80 1.00% 87.50% $ 967 09/02/10 0-80: 6.50
1-Year Fixed Interest Account @ 2.40% 2-Year Monthly Average Cap Index Account
1-Year Average Participation Index Account 1-Year Monthly Cap Index Account
1-Year Point-to-Point Cap Index Account 1-Year Monthly Average Cap Index Account
Forethought Financial
Guaranteed Destinations -Low
10 yrs 85 5.00% 1.00% 87.50% $1,015 08/06/10 0-75: 5.00+
76-85: 3.50+
Monthly Point-to-Point with Cap Fixed Account Strategy: @ 2.25%
Short-Term Account Strategy @ 1.50%
Forethought Financial
Guaranteed Destinations -Mid
10 yrs 85 5.00% 1.00% 87.50% $1,015 08/06/10 0-75: 5.00+
76-85: 3.50+
Fixed Account Strategy: @ 2.25% Short-Term Account Strategy @ 1.50%
Monthly Point-to-Point with Cap
Forethought Financial
Guaranteed Destinations -High
10 yrs 85 5.00% 1.00% 87.50% $1,015 08/06/10 0-75: 5.00+
76-85: 3.50+
Monthly Point-to-Point with Cap Fixed Account Strategy: @ 2.25%
Short-Term Account Strategy @ 1.50%
Forethought Financial
Guaranteed Destinations WA -Low
10 yrs 85 6.00% 1.00% 87.50% $1,025 08/06/10 0-75: 7.00
76-85: 5.00
Fixed Account Strategy @ 2.00% Short-Term Account Strategy @ 1.25%
Annual Cap with Monthly Averaging Monthly Point-to-Point with Cap
Forethought Financial
Guaranteed Destinations WA -Mid
10 yrs 85 6.00% 1.00% 87.50% $1,025 08/06/10 0-75: 7.00
76-85: 5.00
Monthly Point-to-Point with Cap Annual Cap with Monthly Averaging
Short-Term Account Strategy @ 1.25% Fixed Account Strategy @ 2.00%
Forethought Financial
Guaranteed Destinations WA -High
10 yrs 85 6.00% 1.00% 87.50% $1,025 08/06/10 0-75: 7.00
76-85: 5.00
Fixed Account Strategy @ 2.00% Short-Term Account Strategy @ 1.25%
Annual Cap with Monthly Averaging Monthly Point-to-Point with Cap
Forethought Financial
Income 125 -Low
10 yrs (NQ) 2.00% 87.50% $1,067 08/06/10 0-75: 7.00+
76-85: 5.00+
Fixed Account Strategy @ 2.00% Monthly Point-to-Point with Cap
Forethought Financial
Income 125 -Mid
10 yrs (NQ) 2.00% 87.50% $1,067 08/06/10 0-75: 7.00+
76-85: 5.00+
Monthly Point-to-Point with Cap Fixed Account Strategy @ 2.00%
Forethought Financial
Income 125 -High
10 yrs (NQ) 2.00% 87.50% $1,067 08/06/10 0-75: 7.00+
76-85: 5.00+
Fixed Account Strategy @ 2.00% Monthly Point-to-Point with Cap
Forethought Financial
Index Bonus 115sm -Low
10 yrs 85 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-85: 5.00+
Fixed Account Strategy @ 2.00% Annual Point-to-Point with Cap
Monthly Point-to-Point with Cap
Forethought Financial
Index Bonus 115sm -Mid
10 yrs 85 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-85: 5.00+
Fixed Account Strategy @ 2.00% Monthly Point-to-Point with Cap
Annual Point-to-Point with Cap
Forethought Financial
Index Bonus 115sm -High
10 yrs 85 1.00% 87.50% $ 967 08/06/10 0-75: 7.50+
76-85: 5.00+
Fixed Account Strategy @ 2.00% Annual Point-to-Point with Cap
Monthly Point-to-Point with Cap
Great Amer. Life Ins. Co.
American Icon II
10 yrs 85 1.50% 1.00-2.00% 100% $1,237 08/21/10
Qualified
18-75: 5.00+
76-80: 4.00+
81-85: 1.50+
Non-Qualified
0-75: 5.00+
76-80: 4.00+
81-UP: 1.50+
Declared Rate Strategy @ 2.00% 1 Year S&P 500 Monthly Average with Cap
1 Year S&P 500 Annual Point-to-Point
Great Amer. Life Ins. Co.
Safe Return
10 yrs 85 1.00-2.00% 100% $1,219 08/21/10
Qualified
18-75: 6.50+
76-80: 5.50+
81-85: 2.50+
Non-Qualified
0-75: 6.50+
76-80: 5.50+
81-85: 2.50+
Declared Rate Strategy @ 2.00% 1 Year S&P 500 Annual Point-to-Point
1 Year S&P 500 Monthly Average with Cap
ING USA Annuity and Life
ING Secure Index Opportunities Plus -Low
10 yrs 80 5.00% 2.00% 87.50% $1,120 09/01/10 0-80: 7.00+
Fixed Rate Strategy @ 1.50% Monthly Cap Index Strategy
Point-to-Point Cap Index Strategy
ING USA Annuity and Life
ING Secure Index Opportunities Plus -High
10 yrs 80 5.00% 2.00% 87.50% $1,120 09/01/10 0-80: 7.00+
Fixed Rate Strategy @ 1.50% Point-to-Point Cap Index Strategy
Monthly Cap Index Strategy
ING USA Annuity and Life
ING Secure Index Outlook Annuity -Low
10 yrs 80 3.00% 2.00% 87.50% $1,099 09/01/10 0-80: 6.00+
Point-to-Point Cap Index Strategy Monthly Cap Index Strategy
Fixed Rate Strategy @ 1.50%
ING USA Annuity and Life
ING Secure Index Outlook Annuity -High
10 yrs 80 3.00% 2.00% 87.50% $1,099 09/01/10 0-80: 6.00+
Fixed Rate Strategy @ 1.50% Point-to-Point Cap Index Strategy
Monthly Cap Index Strategy
Investors Ins. (Legacy)
MarkOneSE
10 yrs 85 09/01/10 0-75: 7.00
76-86: 3.50
Fixed Account @ 3.00% S&P 500 Monthly Averaging
S&P 500 Annual Point-to-Point S&P 500 5-Year Point-to-Point
Life of the Southwest
SecurePlus Accumulator 3
10 yrs 85 3.00% 2.45% 87.50% $1,148 07/22/10 0-75: 5.00+
76-80: 3.75+
81-85: 2.25+
Declared Interest Account @ 2.45% Ending Index Account
Average Index Account
Life of the Southwest
SecurePlus Gold (After 4/21/2006)
10 yrs 85 1.95% 90.00% $1,092 07/22/10 0-75: 7.00+
76-80: 6.00+
81-85: 4.00+
Declared Interest Account @ 2.05% Ending Index Account
Average Index Account
Life of the Southwest
SecurePlus Premier 10
10 yrs (NQ) 1.95% 87.50% $1,061 07/29/10
Declared Fixed Account @ 2.45% S&P 500 Ending Index Rate Option 1
S&P 500 Ending Index Rate Option 2 1-Year S&P 500 Average
Russell 2000 Ending Index Rate Option 1 Russell 2000 Ending Index Rate Option 2
Life of the Southwest
SecurePlus TLC
10 yrs 80 1.95% 90.00% $1,092 05/29/10 0-75: 8.00+
76-80: 6.00+
Ending Index Account Average Index Account
Declared Interest @ 2.35%
Lincoln Benefit Life
Saver's Index Annuity Premier -Low
10 yrs 85 3.00% 1.50% 100% $1,195 08/30/10 0-75: 3.45+
76-85: 2.40+
Fixed @ 1.00% 1-Year S&P 500 Point-to-Point
1-Year S&P 500 Point-to-Point Low WaterMark 1-Year S&P 500 Monthly Average w/Cap
1-Year S&P 500 Monthly Cap
Lincoln Benefit Life
Saver's Index Annuity Premier -High
10 yrs 85 3.00% 1.50% 100% $1,195 08/30/10 0-75: 3.45+
76-85: 2.40+
Fixed @ 1.00% 1-Year S&P 500 Monthly Cap
1-Year S&P 500 Monthly Average w/Cap 1-Year S&P 500 Point-to-Point Low WaterMark
1-Year S&P 500 Point-to-Point
Lincoln Benefit Life
Savers Index III -Low
10 yrs 85 (NQ) 3.00% 90.00% $1,210 08/30/10 0-75: 3.45+
76-90: 2.40+
Option 1 Account B
Lincoln Benefit Life
Savers Index III -High
10 yrs 85 (NQ) 3.00% 90.00% $1,210 08/30/10 0-75: 3.45+
76-90: 2.40+
Option 1 Account B
Lincoln Benefit Life
Savers Index III (ROP) Low-Band
Product has been withdrawn from sale effective 08/16/2010
Lincoln Benefit Life
Savers Index III (ROP) High-Band
Product has been withdrawn from sale effective 08/16/2010
North American Company
Freedom Choice (5%) 10 -Low
10 yrs 79 1.10% 87.50% $ 976 09/01/10 0-75: 5.50+
76-79: 4.13+
1-Year Fixed @ 2.85% 1-Year Anual Point-to-Point DJIA
1-Year Anual Point-to-Point DJ EuroSTOXX 50 1-Year Anual Point-to-Point NADAQ 100
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Anual Point-to-Point Russell 2000
1-Year Anual Point-to-Point S&P 400 1-Year Anual Point-to-Point S&P 500
1-Year Monthly Point-to-Point S&P 500
North American Company
Freedom Choice (5%) 10 -High
10 yrs 79 1.10% 87.50% $ 976 09/01/10 0-75: 5.50+
76-79: 4.13+
1-Year Fixed @ 3.20% 1-Year Monthly Point-to-Point S&P 500
1-Year Anual Point-to-Point S&P 500 1-Year Anual Point-to-Point S&P 400
1-Year Anual Point-to-Point Russell 2000 1-Year Monthly Point-to-Point NASDAQ 100
1-Year Anual Point-to-Point NADAQ 100 1-Year Anual Point-to-Point DJ EuroSTOXX 50
1-Year Anual Point-to-Point DJIA
North American Company
North American Paramount Choice Ten
10 yrs (NQ) 10.00% 1.10% 87.50% $1,074 09/01/10 0-75: 6.50+
76-79: 4.88+
Fixed @ 1.35% S&P 400 Monthly Averaging
S&P 400 Annual Point-to-Point S&P 500 Monthly Point-to-Point
S&P 500 Monthly Averaging S&P 500 Annual Point-to-Point
Dow Jones Industrial Annual Point-to-Point Dow Jones Industrial Monthly Averaging
DJ EuroSTOXX 50 Annual Point-to-Point Russell 2000 Annual Point-to-Point
Russell 2000 Monthly Averaging Nasdaq100 Monthly Point-to-Point
Nasdaq 100 Annual Point-to-Point
North American Company
North American Prizm Plus 10
10 yrs 79 5.00% 1.10% 87.50% $1,025 09/01/10 0-75: 7.50+
76-79: 5.63+
1-Year Fixed @ 2.00% 1-Year DJ EuroStoxx 50 Point-to-Point
1-Year Dow Jones Monthly Average 1-Year Dow Jones Point-to-Point
1-Year Russell 2000 Monthly Averaging 1-Year Russell 2000 Point-to-Point
1-Year Nasdaq 100 Point-to-Point 1-Year NASDAQ-100 Monthly Point-to-Point
1-Year S&P 400 Monthly Average 1-Year S&P 400 Point-to-Point
1-Year S&P 500 Monthly Average 1-Year S&P 500 Point-to-Point
1-Year S&P 500 Monthly Point-to-Point Cap
North American Company
Pillar
10 yrs (NQ) 5.00% 09/01/10 0-75: 6.50+
76-79: 4.88+
Fixed @ 1.65% S&P 500 Daily Averaging w/ Participation
S&P 500 Annual Point-to-Point w/Participation S&P 500 Annual Point-to-Point w/ Cap
S&P 500 Monthly Point-to-Point
OM Financial Life Ins. Co.
OM Index-Escalator 10
10 yrs 85 1.00% 1.00% 87.50% $ 976 09/01/10 0-79: 6.50+
80-85: 3.25+
Fixed Account @ 1.25% 1-Year S&P 500 Monthly Point-to-Point
1-Year S&P 500 Monthly Averaging 1-Year S&P 500 Annual Point-to-Point
Surrender Charges Last 9 Years
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 9
9 yrs 85 4.00% 2.00% 90.00% $1,119 08/27/10 0-75: 6.00+
76-80: 3.50+
81-85: 2.00+
Fixed Interest Account @ 2.00% Monthly Additive Account with Cap
2-Year Point-to-Point Account with Cap
Amer. General Life Ins. Co.
VisionAdvantage 9
9 yrs 80 2.00% 90.00% $1,076 08/27/10 0-75: 6.00
76-80: 5.00
Fixed Interest Account @ 2.30% Annual Point-to-Point Account with 100% Participation Rate and an Index Cap
Annual Point-to-Point Account with 80% Participation Rate and an Index Cap Annual Point-to-Point Account with Adjustable Participation Rate and an Index Cap
Monthly Average Account with Index Spread
Americo
Ultimate One Index 9
9 yrs (NQ) 2.00% 100% $1,195 08/01/10 0-80: 9.00
81-85: 7.00
Point-to-Point with Participation Rate Point-to-Point with Cap
Monthly Averaging with Participation Rate Monthly Averaging with Cap
Fixed @ 3.00%
Americo
Ultimate One Index 9 Bonus
9 yrs (NQ) 4.00% 2.00% 100% $1,243 08/01/10
Fixed @ 2.50% S&P 500 Point-to-Point w/ Participation
S&P 500 Point-to-Point w/ Cap S&P 500 Monthly Averaging w/ Participation
S&P 500 Monthly Averaging w/ Cap
Dearborn National
Index Fortifier IX
9 yrs 85 1.05% 100% $1,099 08/01/10 0-75: 6.50
76-85: 3.75
1-Year S&P 500 Point-to-Point 1-Year S&P 500 Monthly Point-to-Point
1-Year S&P 500 Monthly Average w/Cap Fixed @ 2.50%
EquiTrust Life Ins. Co.
Market Booster Index
9 yrs 80 4.00% 1.00% 87.50% $ 995 09/02/10 0-80: 6.00+
1-Year Fixed Interest Account @ 1.50% 1-Year S&P 500 Point-to-Point Cap Index Account
1-Year S&P 500 Daily Average Cap Index Account 1-Year S&P 500 Monthly Averaging Participation Index Account
1-Year S&P 500 Monthly Cap
Forethought Financial
Forethought Destination Indexed 9 -Low
9 yrs 78 3.00% 90.00% $1,174 08/06/10 0-75: 5.50
76-78: 3.50
Fixed Account @ 2.50% 3-Year S&P 500 Point-to-Point Cap
3-Year Monthly Point-to-Point Cap
Forethought Financial
Forethought Destination Indexed 9 -Mid
9 yrs 78 3.00% 90.00% $1,174 08/06/10 0-75: 5.50
76-78: 3.50
Fixed Account @ 2.50% 3-Year Monthly Point-to-Point Cap
3-Year S&P 500 Point-to-Point Cap
Forethought Financial
Forethought Destination Indexed 9 -High
9 yrs 78 3.00% 90.00% $1,174 08/06/10 0-75: 5.50
76-78: 3.50
Fixed Account @ 2.50% 3-Year S&P 500 Point-to-Point Cap
3-Year Monthly Point-to-Point Cap
ING USA Annuity and Life
ING Envoy Nine Fixed Index Annuity -Low
9 yrs 80 1.00% 100% $1,094 09/01/10 0-80: 6.50+
Fixed Rate Strategy @ 1.80% 1-Year Point-to-Point Cap Index Strategy
ING USA Annuity and Life
ING Envoy Nine Fixed Index Annuity -High
9 yrs 80 1.00% 100% $1,094 09/01/10 0-80: 6.50+
Fixed Rate Strategy @ 1.80% 1-Year Point-to-Point Cap Index Strategy
ING USA Annuity and Life
ING Envoy Six Fixed Index Annuity -Low
9 yrs 80 1.00% 100% $1,094 09/01/10 0-80: 1.50+
Fixed Rate Strategy @ 1.50% 1-Year Point-to-Point Cap Index Strategy
ING USA Annuity and Life
ING Envoy Six Fixed Index Annuity -High
9 yrs 80 1.00% 100% $1,094 09/01/10 0-80: 1.50+
Fixed Rate Strategy @ 1.50% 1-Year Point-to-Point Cap Index Strategy
Investors Ins. (Legacy)
PremierMark SE
9 yrs (NQ) 1.00% 87.50% 09/01/10 0-80: 7.00
81-90: 3.50
Guaranteed One-Year Strategy @ 1.50% 3 Year Blended Index
S&P 500 Monthly Averaging Annual Reset Strategy S&P 500 Point-to-Point Annual Reset Strategy
Gold Annual Point-to-Point
Investors Ins. (Legacy)
PremierMark SE Plus (10%)
9 yrs (NQ) 10.00% 1.00% 87.50% 09/01/10 0-80: 2.50
Fixed @ 1.50% 3 Year Blended Index Monthly Avg.
S&P 500 Monthly Average S&P 500 Annual Point-to-Point
Gold Point-to-Point
Investors Ins. (Legacy)
PremierMark SE Plus (7%)
9 yrs (NQ) 7.00% 1.00% 87.50% 09/01/10 0-80: 4.00
Fixed @ 1.50% S&P 500 Monthly Average
S&P 500 Annual Point-to-Point Gold Annual Point-to-Point
3 Year Blended Montly Avg
Life of the Southwest
SecurePlus Premier 3
9 yrs 85 3.00% 1.95% 90.00% $1,103 07/29/10 0-75: 6.00+
76-85: 3.50+
Declared Fixed Account @ 1.95% S&P 500 Ending Index Rate Option 1
S&P 500 Ending Index Rate Option 2 1-Year S&P 500 Average
Russell 2000 Ending Index Rate Option 1 Russell 2000 Ending Index Rate Option 2
Lincoln Financial Group
Lincoln OptiChoice 9 -Low
9 yrs 80 1.75% 100% $1,169 09/01/10 0-75: 7.00+
76-80: 5.25+
Fixed @ 1.90% 1-Year Point-to-Point
1-Year Monthly Average 1-Year Monthly Cap
Lincoln Financial Group
Lincoln OptiChoice 9 -High
9 yrs 80 1.75% 100% $1,169 09/01/10 0-75: 7.00+
76-80: 5.25+
1-Year Monthly Cap 1-Year Monthly Average
1-Year Point-to-Point Fixed @ 2.05%
National Western Life
Liberty Classic
9 yrs 85 08/06/10
Qualified
0-70: 8.00+
71-75: 7.50+
Non-Qualified
0-70: 8.00+
71-80: 7.50+
81-85: 6.25+
Fixed @ 2.25% Option D: Annual Reset with Monthly Cap
Option A: Annual Reset with Monthly Averaging
National Western Life
NWL Global Lookback
9 yrs 80 (NQ) 1.50% 87.50% $1,000 08/06/10
Qualified
0-70: 7.00+
71-75: 4.50+
76-80: 2.50+
Non-Qualified
0-75: 7.00+
76-80: 5.00+
Option B: Fixed Interest Rate @ 3.20% Option A: S&P 500 Monthly Average
Option D: S&P 500 Monthly Cap Option J: S&P 500 Point-to-Point w Cap
Option K: Global Lookback
National Western Life
NWL Ultra Future (2% Bonus states)
9 yrs 85 (NQ) 2.00% 3.00% 08/06/10
Fixed @ 3.30% Option A: S&P 500 Monthly Average
Option D: S&P 500 Monthly Cap
National Western Life
NWL Ultra Value
9 yrs 80 (NQ) 2.00% 1.50% 87.50% $1,020 08/06/10
Qualified
0-70: 6.00+
71-75: 3.50+
76-80: 2.50+
Non-Qualified
0-75: 6.00+
76-80: 4.00+
Option B: Fixed Interest Rate @ 3.30% Option A: Monthly Average Annual Reset
Option D: Monthly Cap Annual Reset
OM Financial Life Ins. Co.
OM Index-Spectrum 9
9 yrs 85 3.00% 1.00-1.10% 103.00% $1,171 09/01/10 0-79: 9.00
80-85: 4.50
Fixed Account @ 1.50% 1-Year S&P 500 Monthly Point-to-Point
2-Year S&P 500 Monthly Point-to-Point 3-Year S&P 500 Monthly Point-to-Point
1-Year S&P 500 Monthly Average 1-Year S&P 500 Annual Point-to-Point
Surrender Charges Last 8 Years
Amer. General Life Ins. Co.
AG Global 8 Index Annuity
8 yrs 80 2.00% 90.00% $1,054 08/27/10 0-75: 6.00
76-80: 4.75
Fixed Interest Account @ 2.00% Annual Point-to-Point Account with Participation Rate
Monthly Additive Account with Cap Global Multiple Index Account with Cap
Life of the Southwest
SecurePlus Saver Select
8 yrs 85 1.95% 90.00% $1,050 07/29/10 0-75: 6.00+
76-85: 4.00+
Declared Fixed Account @ 1.95% S&P 500 Ending Index Rate Option 1
S&P 500 Ending Index Rate Option 2 1-Year S&P 500 Average
Russell 2000 Ending Index Rate Option 1 Russell 2000 Ending Index Rate Option 2
Lincoln Financial Group
Lincoln New Directions 8 -Low
8 yrs 85 2.00% 100% $1,172 09/01/10 0-75: 4.50+
76-80: 3.50+
81-85: 2.25+
Fixed @ 2.35% Performance Triggered
2-Year Point to Point
Lincoln Financial Group
Lincoln New Directions 8 -High
8 yrs 85 2.00% 100% $1,172 09/01/10 0-75: 4.50+
76-80: 3.50+
81-85: 2.25+
Performance Triggered 2-Year Point to Point
Fixed @ 2.50%
OM Financial Life Ins. Co.
OM Index-Escalator 8
8 yrs 85 1.00% 1.00% 87.50% $ 957 09/01/10 0-79: 5.50+
80-85: 2.75+
Fixed Account @ 1.25% 1-Year S&P 500 Monthly Point-to-Point
1-Year S&P 500 Monthly Averaging 1-Year S&P 500 Annual Point-to-Point
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