Borden Hamman Agency, Inc.
9868 Plano Road
Dallas, TX 75238

Fixed Indexed Accounts

www.bordenhamman.com
800-492-9190 toll free
214-349-4911 local
800-664-5311 fax
 
 
 
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Company / Product / Account Index Product Type Surender
Charges 		Premium
Bonus 		Bail
Out 		Last
Change 		Part Rate Spread Cap Commissions
Age: Rate
Reset Averaging Min Part Rate Max Spread Min Cap
Featured Products
Great American Life Insurance Company
Safe Return
Eric's Top Pick (ROP, Bailout, Income Rider)
Safe Return
1 Year S&P 500 Annual Point-to-Point Cap
S&P 500 Point to Point 10
Years 		  3.50   08/22/11     4.00 0-75: 6.50+
76-80: 5.50+
81-85: 2.50+
Annual None Min Rates:     1.00
Safe Return
Declared Rate Strategy
Fixed 10
Years 		      08/22/11 1.10% 1-Yr Fixed 0-75: 6.50+
76-80: 5.50+
81-85: 2.50+
Min Rates:
Safe Return
1 Year S&P 500 Monthly Average with Cap
S&P 500 Point to Point 10
Years 		  3.50   08/22/11     4.00 0-75: 6.50+
76-80: 5.50+
81-85: 2.50+
Annual Monthly Min Rates:     2.00
National Western Life
NWL Global Lookback
41% return in 2009! #1 Income Rider for younger clients.
NWL Global Lookback
Option J: S&P 500 Point-to-Point w Cap
S&P 500 Point to Point 9
Years 		      08/18/11     4.00 0-75: 6.50+
76-80: 4.50+
Annual None Min Rates:     4.00
NWL Global Lookback
Option K: Global Lookback
Blended Indicies Point to Point 9
Years 		      08/18/11 40 2.00   0-75: 6.50+
76-80: 4.50+
Annual Monthly Min Rates: 20 2.00  
NWL Global Lookback
Option A: S&P 500 Monthly Average
S&P 500 Point to Point 9
Years 		      08/18/11 50 1.75   0-75: 6.50+
76-80: 4.50+
Annual Monthly Min Rates: 50 6.00  
NWL Global Lookback
Option D: S&P 500 Monthly Cap
S&P 500 Point to Point 9
Years 		      08/18/11     2.00 0-75: 6.50+
76-80: 4.50+
Annual Monthly Sum Min Rates:     1.00
NWL Global Lookback
Option B: Fixed Interest Rate
Fixed 9
Years 		      08/18/11 2.10% 1-Yr Fixed 0-75: 6.50+
76-80: 4.50+
Min Rates:
North American Company
NA Performance Choice 8 Plus
5% bonus & ONLY FIA with returns in down years!
NA Performance Choice 8 Plus
1-Year Nasdaq 100 Point-to-Point
Nasdaq 100 Point to Point 8
Years 		5.00     01/19/12     2.40 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
1-Year S&P 500 Point-to-Point
S&P 500 Point to Point 8
Years 		5.00     01/19/12     2.65 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
1-Year DJ EuroStoxx 50 Point-to-Point
DJ EuroStoxx 50 Point to Point 8
Years 		5.00     01/19/12     3.00 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
1-Year Russell 2000 Point-to-Point
Russell 2000 Point to Point 8
Years 		5.00     01/19/12     2.40 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
1-Year Nasdaq 100 Monthly Point-to-Point Cap
Nasdaq 100 Point to Point 8
Years 		5.00     01/19/12     1.45 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     1.00
NA Performance Choice 8 Plus
1-Year Dow Jones Point-to-Point
DJIA Point to Point 8
Years 		5.00     01/19/12     2.55 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
Inverse Performance Trigger
S&P 500 Inverse Perf Triggered 8
Years 		5.00     01/19/12     2.85 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     1.00
NA Performance Choice 8 Plus
1-Year S&P 500 Monthly Point-to-Point Cap
S&P 500 Point to Point 8
Years 		5.00     01/19/12     1.55 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual Monthly Sum Min Rates:     1.00
NA Performance Choice 8 Plus
1-Year Hang Seng Point-to-Point
Hang Seng Point to Point 8
Years 		5.00     01/19/12     2.55 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
1-Year S&P 400 Point-to-Point
S&P 400 Point to Point 8
Years 		5.00     01/19/12     2.45 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Annual None Min Rates:     2.00
NA Performance Choice 8 Plus
1-Year Fixed
Fixed 8
Years 		5.00     01/19/12 1.45% 1-Yr Fixed 0-75: 5.50+
76-79: 4.13+
80-85: 2.75+
Min Rates:
Phoenix Life Insurance Company
Phoenix Personal Income Annuity
up to 45% income BONUS!
Phoenix Personal Income Annuity
Fixed Account
Fixed 10
Years 		      01/01/12 0.85% 1-Yr Fixed 0-75: 7.50
76-80: 5.00
81-85: 3.00
Min Rates:

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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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