Fixed Indexed Annuities

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Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 10 Years
Reliance Standard Life
Keystone 10 Index Annuity
10 yrs 85   1.00% 100% $1,105 09/29/11 0-80: 7.00
81-85: 4.20
1-Year Point-to-Point - Capped 1-Year Monthly Average - Capped
Fixed Interest Strategy @ 1.90% 1-Year Point-to-Point - Participation Rate
1-Year Monthly Average - Participation Rate
Surrender Charges Last 7 Years
Reliance Standard Life
Keystone 7 Index Annuity
7 yrs 85   1.00% 100% $1,072 09/29/11 0-80: 5.00
81-85: 3.00
1-Year Monthly Average - Capped Fixed Interest Strategy @ 1.85%
1-Year Point-to-Point - Participation Rate 1-Year Monthly Average - Participation Rate
1-Year Point-to-Point - Capped

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) DE
17 yrs (NQ) 10.00 1.50% 80.00% 10/08/11 0-75: 6.00+
76-80: 4.50+
1-Year S&P 500 Point-to-Point Cap 1-Year Dow Jones Point-to-Point Cap
1 Year S&P 500 Monthly Average Participation Rate 10 Year U.S. Treasury Bond Value with Cap
1 Year S&P 500 Annual Point-to-Point Participation Rate 1-Year Dow Jones Monthly Average Cap
Traditional Fixed Value @ 2.25% 1-Year S&P 500 Monthly Point-to-Point
1 Year S&P 500 Monthly Average with Cap
Surrender Charges Last 16 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index 1-07)
16 yrs (NQ) 10.00 1.50% 80.00% 10/08/11 0-75: 6.00+
76-80: 4.50+
10 Year U.S. Treasury Bond Value with Cap 1-Year Dow Jones Monthly Average Cap
1-Year Dow Jones Point-to-Point Cap 1 Year S&P 500 Annual Point-to-Point Participation Rate
Traditional Fixed Value @ 1.75% 1 Year S&P 500 Monthly Average with Cap
1-Year S&P 500 Point-to-Point Cap 1 Year S&P 500 Monthly Average Participation Rate
1-Year S&P 500 Monthly Point-to-Point
Surrender Charges Last 15 Years
Life of the Southwest
SecurePlus Accumulator 5
15 yrs 80 5.00 1.00% 87.50% $1,067 01/29/12
Declared Interest Account @ 2.45% Average Index Account
Ending Index Account
Life of the Southwest
SecurePlus Platinum (after 3/21/06)
15 yrs 80   1.00% 87.50% $1,016 11/22/11
Call
Declared Interest Account @ 2.25% Ending Index Account
Average Index Account
National Western Life
NWL Ultra Future
15 yrs 55 (NQ) 4.75
to 10.00
1.00% 87.50% $1,117 08/18/11
Qualified
0-70: 5.00+
71-75: 1.50+
76-80: 0.25+
Non-Qualified
0-75: 5.00+
76-80: 3.00+
Option B: Fixed Account @ 1.90% Option D: Monthly Cap
Option A: Monthly Averaging Annual Reset
Surrender Charges Last 14 Years
National Western Life
NWL Ultra Benefit
14 yrs 85 4.00
to 5.00
1.00% 87.50% $1,056 08/18/11
Qualified
0-70: 6.00+
71-75: 3.50+
76-81: 1.50+
Non-Qualified
0-75: 6.00+
76-80: 4.00+
81-85: 1.50+
Option B: Fixed Interest Rate @ 1.00% Option D: Monthly Cap Annual Reset
Option A: Monthly Average Annual Reset
North American Company
Charter 14
14 yrs (NQ) 10.00 1.00% 87.50% $1,106 01/19/12 0-75: 7.50+
1-Year S&P 400 Annual Daily Average 1-Year NASDAQ-100 Monthly Point-to-Point
1-Year S&P 500 Annual Daily Average 1-Year Hindsight Index Strategy
1-Year Russell 2000 Annual Daily Average 1-Year Dow Jones Annual Daily Average
1-Year Nasdaq-100 Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 400 Annual Point-to-Point 1-Year S&P 500 Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Fixed @ 1.50% 1-Year Dow Jones EuroStoxx 50 Point-to-Point
North American Company
Charter 14 (TX)
14 yrs 75   1.00% 87.50% $1,006 01/19/12
1-Year S&P 400 Annual Daily Average 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year NASDAQ-100 Monthly Point-to-Point 1-Year S&P 500 Annual Point-to-Point
1-Year Russell 2000 Annual Daily Average 1-Year Nasdaq-100 Annual Point-to-Point
1-Year Dow Jones Annual Point-to-Point 1-Year Fixed @ 2.00%
1-Year S&P 400 Annual Point-to-Point 1-Year Hindsight Index Strategy
1-Year Russell 2000 Annual Point-to-Point 1-Year S&P 500 Annual Daily Average
1-Year Dow Jones Annual Daily Average 1-Year Dow Jones EuroStoxx 50 Point-to-Point
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones EuroStoxx 50 Point-to-Point
1-Year Fixed @ 3.05% 1-Year Annual Point-to-Point S&P 500
1-Year S&P 400 Annual Point-to-Point 1 -Year NASDAQ Monthly Point-to-Point Cap
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year S&P 500 Monthly Point-to-Point Cap
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Dow Jones Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones EuroStoxx 50 Point-to-Point
1-Year Annual Point-to-Point S&P 500 1-Year Fixed @ 3.35%
1-Year S&P 400 Annual Point-to-Point 1 -Year NASDAQ Monthly Point-to-Point Cap
1-Year Nasdaq-100 Annual Point-to-Point
North American Company
Freedom Choice 14 -Low
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Nasdaq-100 Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year Dow Jones Annual Point-to-Point 1-Year Russell 2000 Annual Point-to-Point
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year S&P 500 Annual Point-to-Point Cap
1-Year Fixed @ 2.70% 1-Year S&P 400 Annual Point-to-Point
1-Year Nasdaq-100 Monthly Point-to-Point Cap
North American Company
Freedom Choice 14 -High
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year S&P 500 Annual Point-to-Point Cap
1-Year S&P 400 Annual Point-to-Point 1-Year Fixed @ 3.10%
1-Year Nasdaq-100 Monthly Point-to-Point Cap 1-Year Nasdaq-100 Annual Point-to-Point
1-Year S&P 500 Monthly Point-to-Point Cap 1-Year Dow Jones Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point
North American Company
North American Prizm Plus 14
14 yrs 75 10.00 1.00% 87.50% $1,106 01/19/12 0-75: 7.50+
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 DJIA Monthly Average 1-Year Fixed @ 1.50%
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 1.00% 87.50% $1,106 01/19/12 0-75: 7.50+
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year Dow Jones Annual Daily Average
1-Year S&P 400 Annual Daily Average 1-Year NASDAQ Monthly Point-to-Point Cap
1-Year Russell 2000 Annual Daily Average 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 500 Annual Point-to-Point 1-Year Hindsight Index
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Fixed @ 1.50% 1-Year S&P 400 Annual Point-to-Point
1-Year S&P 500 Annual Daily Average 1-Year Russell 2000 Annual Point-to-Point
Surrender Charges Last 13 Years
National Western Life
NWL Ultra Classic
13 yrs 80 (NQ)   1.00% 87.50% $ 996 08/18/11
Qualified
0-70: 10.00+
71-75: 8.00+
76-80: 7.00+
Non-Qualified
0-75: 10.00+
76-80: 8.50+
Option A: Monthly Averaging Annual Reset Option B: Fixed Account @ 2.40%
Option D: Monthly Cap Annual Reset
Surrender Charges Last 12 Years
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 12
12 yrs 85 5.00 1.50% 90.00% $1,130 02/06/12 0-75: 8.00+
76-80: 4.00+
81-85: 2.50+
2-Year Point-to-Point Account with Cap Monthly Additive Account with Cap
Fixed Interest Account @ 1.30%
Great Amer. Life Ins. Co.
American Valor II
12 yrs 85 3.00
to 5.00
1.00% 100% $1,183 08/22/11
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 Monthly Average with Cap 1 Year S&P 500 Annual Point-to-Point
Declared Rate Strategy @ 1.00%
Showing 1-20 of 127    Display: Page:   1 | 2 | 3 | 4 | 5 | 6

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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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