The Annuity Vault, LLC
616 Easton Road, P.O. Box 499
Willow Grove, PA 19090-0499
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www.TheAnnuityVault.com
Toll Free: 866-422-9188
Phone: 215-830-8666
Fax: 215-659-4708
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Qualified?
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Flexible Premium?
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Premium Bonus
Less than
Exactly
At Least
-
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
8.25%
8.50%
8.75%
9.00%
9.25%
9.50%
9.75%
10.00%
Surrender Charges
Less than
Exactly
At Least
-
1 year
2 years
3 years
4 years
5 years
6 years
7 years
8 years
9 years
10 years
11 years
12 years
13 years
14 years
15 years
AM Best Rating
-
A++
A+
A
A-
B++
B+
B
B-
C++
C+
C
C-
D
E
F
S
NR
Company
(Hold Ctrl key to select multiple)
- Any -
Allianz Life
Allianz Life of NY
Amer. Equity Investment Life Ins. Co.
Amer. General Life Ins. Co.
Amer. National Ins. (Legacy)
American National Ins. Co.
Annexus (Aviva Life & Annuity)
Annuity Investors Life (Great Amer. Life)
Assurity Life
Aviva Life & Annuity
Aviva Life and Annuity
EquiTrust Life Ins. Co.
First Symetra Nat’l Life Ins Co of NY
Forethought Financial
Genworth Life and Annuity Ins. Co
Genworth Life Ins. Co.
Genworth Life of New York
Great Amer. Life Ins. Co.
ING USA Annuity and Life
Integrity Life Insurance
Investors Ins. (Legacy)
Lafayette Life
Liberty Bankers Life
Lincoln Benefit Life
Lincoln Financial Group
Lincoln Life & Annuity of New York
National Integrity Life Ins.
National Western Life
North American Company
OM Financial (Legacy)
OM Financial Life Ins. Co.
OM Financial Life Ins. Co. (NY)
Penn Mutual Life
Presidential Life
RBC Insurance
Reliance Standard Life
ReliaStar Life Ins. Co.
ReliaStar Life Ins. Co. of NY
SBLI -Savings Bank Life Ins. of MA
Sun Life Financial
Symetra Life Insurance Co.
The Hartford
The Standard
West Coast Life
Western National Life Ins. Co.
Rates
Years Rate Guaranteed
Less than
Exactly
At Least
-
1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10 Years
11 Years
12 Years
13 Years
14 Years
15 Years
First Year Rate
Less than
Exactly
At Least
-
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
8.25%
8.50%
8.75%
9.00%
9.25%
9.50%
9.75%
10.00%
Base Rate
Less than
Exactly
At Least
-
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
8.25%
8.50%
8.75%
9.00%
9.25%
9.50%
9.75%
10.00%
Interest Rate Bonus
Less than
Exactly
At Least
-
0.50%
0.75%
1.00%
1.25%
1.50%
1.75%
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
Guaranteed Yield to Surrender
TM
Less than
Exactly
At Least
-
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
8.25%
8.50%
8.75%
9.00%
9.25%
9.50%
9.75%
10.00%
Current Yield to Surrender
TM
Less than
Exactly
At Least
-
2.00%
2.25%
2.50%
2.75%
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
5.25%
5.50%
5.75%
6.00%
6.25%
6.50%
6.75%
7.00%
7.25%
7.50%
7.75%
8.00%
8.25%
8.50%
8.75%
9.00%
9.25%
9.50%
9.75%
10.00%
Maximum Issue Ages
Owner's Age
Exactly
At Least
Annuitant's Age
Exactly
At Least
Annuitization Age
Exactly
At Least
Maximum and Minimum Premiums
Minimum Single Premium
Less than
Exactly
At Least
$
Minimum Monthly Premium
Less than
Exactly
At Least
$
Minimum Additional Premium
Less than
Exactly
At Least
$
Withdrawal Provisions and Limitations
Tax Sheltered
Systematic Withdrawals Allowed
Bail Out Provision Available
Loan Provision Available
Market Value Adjustment
MRD
No Front End Fee
No Annual Maintenance Fee
Return of Premium
Waiver of Withdrawal Charges
Disability Waiver
Terminal Illness Waiver
Long Term Care Waiver
Nursing Home Waiver
Hospitalization Waiver
Unemployment Waiver
Return of Premium Rider
Annualization Waiver
Market Value Adjustment
Extended Free Look Period
Death Benefit Rider
Flexible Withdrawal Rider
Flexible Annuity Option Rider
Home Health Care Waiver
Survivor Benefit Rider
Extended Care Rider
Activities Daily Living
Special Life Income Option
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