Company / Product Name
|
AM Best |
Years Gtd |
Last Change |
Base Rate |
Bonus Rate |
Current Rate |
Premium Bonus |
Bail Out
|
Effective Rate |
CUR
|
GTD
|
Commissions Age: Rate |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Yield to Surrender | ||||||||||||
| Surrender Charges Last 15 Years | ||||||||||||
|
American Equity Investment Life Insurance Company
Premier Eagle 10 (FPDA-7-08) |
A- | 1 | 10/08/11 | 2.00 | 0.00 | 2.00 |
3.00 to 10.00 |
12.20 |
2.20 to 2.65 |
1.73 to 2.18 |
0-75: 5.00+ 76-80: 3.75+ |
|
|
Life of the Southwest
Retire Four |
A | 1 | 03/22/12 | 2.00 | 1.00 | 3.00 | 2.07 | 1.13 | ||||
| Next Rate: | 05/22/12 | 1.25 | 1.00 | 2.25 | 1.32 | 1.08 | -0.75 DOWN | |||||
| Surrender Charges Last 12 Years | ||||||||||||
|
American Equity Investment Life Insurance Company
FPDA-10 (MVA) [MVA] |
A- | 1 | 10/08/11 | 2.25 | 0.00 | 2.25 | 2.00 | 4.30 | 2.42 | 2.42 |
0-75: 6.00+ 76-80: 4.50+ |
|
|
Life of the Southwest
RetireMax FPDA 3 Plus 403(b) [TSA, LOAN] |
A | 1 | 03/22/12 | 1.70 | 0.00 | 1.70 | 3.00 | 4.75 | 1.95 | 1.31 |
Call
|
|
| Next Rate: | 05/22/12 | 1.10 | 0.00 | 1.10 | 4.10 | 1.35 | 1.26 | -0.60 DOWN | ||||
|
Life of the Southwest
RetireMax FPDA 3 403(b) [TSA, LOAN] |
A | 1 | 03/22/12 | 1.75 | 0.00 | 1.75 | 1.75 | 1.06 |
Call
|
|||
| Next Rate: | 05/22/12 | 1.15 | 0.00 | 1.15 | 1.15 | 1.01 | -0.60 DOWN | |||||
|
Life of the Southwest
RetireThree |
A | 1 | 03/22/12 | 1.75 | 0.00 | 1.75 | 1.75 | 1.06 |
Call
|
|||
| Next Rate: | 05/22/12 | 1.15 | 0.00 | 1.15 | 1.15 | 1.01 | -0.60 DOWN | |||||
| Surrender Charges Last 10 Years | ||||||||||||
|
American Equity Investment Life Insurance Company
Premier Eagle 12 (FRG-2-09) |
A- | 1 | 10/08/11 | 1.60 | 0.00 | 1.60 | 8.00 | 9.73 | 2.38 | 1.84 | 0-78: 6.00+ | |
|
American National Insurance Company
Palladium Century 7 [MVA] |
A | 1 | 05/01/12 | 1.55 | 7.00 | 8.55 | 2.23 | 1.73 |
0-74: 5.00+ 75-80: 3.00+ |
|||
|
American National Insurance Company
Palladium Century 5 [MVA] |
A | 1 | 05/01/12 | 1.55 | 5.00 | 6.55 | 2.04 | 1.54 |
0-74: 6.00+ 75-80: 3.50+ |
|||
|
Life of the Southwest
Retire Five |
A | 1 | 03/22/12 | 1.50 | 5.00 | 6.50 | 1.99 | 1.54 | ||||
| Next Rate: | 05/22/12 | 1.00 | 5.00 | 6.00 | 1.49 | 1.49 | -0.50 DOWN | |||||
|
Life of the Southwest
RetireMax Millenium Flex [LOAN] |
A | 1 | 03/22/12 | 1.50 | 5.00 | 6.50 | 1.99 | 1.54 |
Call
|
|||
| Next Rate: | 05/22/12 | 1.00 | 5.00 | 6.00 | 1.49 | 1.49 | -0.50 DOWN | |||||
|
Life of the Southwest
RetireMax Millennium Plus [LOAN] |
A | 1 | 03/22/12 | 1.50 | 5.00 | 6.50 | 1.99 | 1.54 | ||||
| Next Rate: | 05/22/12 | 1.00 | 5.00 | 6.00 | 1.49 | 1.49 | -0.50 DOWN | |||||
|
American National Insurance Company
Palladium Century 3 [MVA] |
A | 1 | 05/01/12 | 1.55 | 3.00 | 4.55 | 1.85 | 1.35 |
0-74: 7.00+ 75-UP: 4.50+ |
|||
|
Life of the Southwest
RetireMax Income Master [TSA] |
A | 2 | 03/22/12 | 1.75 | 0.00 | 1.75 | 1.75 | 1.15 |
Call
|
|||
| Next Rate: | 05/22/12 | 1.25 | 0.00 | 1.25 | 1.25 | 1.05 | -0.50 DOWN | |||||
|
Life of the Southwest
RetireMax Roth Advantage |
A | 1 | 03/22/12 | 1.60 | 1.00 | 2.60 | 1.70 | 1.16 | ||||
| Next Rate: | 05/22/12 | 1.00 | 1.00 | 2.00 | 1.10 | 1.10 | -0.60 DOWN | |||||
|
Life of the Southwest
RetireMax FPDA 2 403(b) [TSA, LOAN] |
A | 1 | 03/22/12 | 1.60 | 1.00 | 2.60 | 1.70 | 1.16 |
Call
|
|||
| Next Rate: | 05/22/12 | 1.00 | 1.00 | 2.00 | 1.10 | 1.10 | -0.60 DOWN | |||||
|
Life of the Southwest
RetireTwo |
A | 1 | 03/22/12 | 1.60 | 1.00 | 2.60 | 1.70 | 1.16 |
Call
|
|||
| Next Rate: | 05/22/12 | 1.00 | 1.00 | 2.00 | 1.10 | 1.10 | -0.60 DOWN | |||||
|
American National Insurance Company
Palladium Century 1 [MVA] |
A | 1 | 05/01/12 | 1.55 | 1.00 | 2.55 | 1.65 | 1.15 |
0-74: 8.00+ 75-90: 5.50+ |
|||
|
American General Life Insurance Company
AG HorizonMYG (CA) |
A | 6 | 05/21/12 | 1.00 | 4.00 | 5.00 | 1.39 | 1.79 |
0-75: 7.50+ 76-80: 5.00+ 81-85: 3.00+ |
|||
|
American General Life Insurance Company
AG HorizonMYG [MVA] |
A | 6 | 05/21/12 | 1.00 | 4.00 | 5.00 | 1.39 | 1.39 |
0-75: 7.50+ 76-80: 5.00+ 81-85: 3.00+ |
|||
|
Fixed Annuities |
|
Seek complete details and the suitability of any product from a qualified licensed insurance professional. Verify with your MGA all interest rates, state approvals, and commissions prior to contracting. Changes may occur without notice.
Any reproduction of this data or presentation of this data in print, electronically or on any other website is strictly prohibited and protected under copyright law. "Yield to Surrender", "Current Yield to Surrender" and "Guaranteed Yield to Surrender" are Trademarks of AnnuityRateWatch.com, Inc.
"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
For use by licensed insurance agents/brokers only - not authorized for use by the public.
Copyright 1997-2012 www.AnnuityRateWatch.com, Inc. and distributed by www.VirtualAnnuityBrokers.com