Fixed Annuities

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State
Premium
Qual
Rating
Company
Rate Gtd
Age
Comm
%


Showing 1-13 of 13    Display: Print/Save |<  <<   Page 1 of 1   >>  >|
Company / Product Name AM
Best
Years
Gtd
Last
Change
Base
Rate
Bonus
Rate
Current
Rate
Premium
Bonus
Effective
Rate
CUR GTD Commissions
Age: Rate
Yield to Surrender
Surrender Charges Last 15 Years
National Western Life
Confidence Flex 45 [MVA, LOAN]
A 1 03/12/10 3.20 0.00 3.20 4.00
to 5.00
8.36 3.54 3.35 0-69: 9.00+
70-80: 8.75+
81-85: 5.75+
National Western Life
Confidence Flex 85 [MVA, LOAN]
A 1 03/12/10 3.00 0.00 3.00 5.00
to 8.00
11.24 3.53 3.53 0-80: 7.00+
81-85: 4.00+
National Western Life
NWL Future Assurance [LOAN]
A 1 03/12/10 2.00 0.00 2.00 4.70
to 10.00
12.20 2.65 2.65 0-75: 7.00+
76-80: 5.00+
Surrender Charges Last 14 Years
North American Company
North American Flex III [MVA, LOAN]
A+ 1 02/23/10 3.25 0.00 3.25 10.00 13.58 3.96 2.79 0-75: 4.50+
National Western Life
NWL Benefit Assurance [LOAN]
A 1 03/12/10 2.00 0.00 2.00 4.00
to 5.00
7.10 2.36 2.36 0-75: 10.00+
76-80: 8.00+
81-85: 5.50+
Surrender Charges Last 10 Years
National Western Life
NWL Prevail Seven [MVA, LOAN]
A 1 03/12/10 3.25 7.00 10.25     3.93 2.80 0-75: 5.75
76-85: 1.50
86-90: 1.20
National Western Life
NWL Accumulator Five [LOAN]
A 1 03/12/10 3.25 5.00 8.25     3.74 2.61 0-75: 7.00+
76-90: 3.20+
North American Company
North American Flex II [MVA, LOAN]
A+ 1 02/23/10 3.20 0.00 3.20 5.00 8.36 3.70 2.62 0-75: 4.50+
76-79: 3.38+
North American Company
Boomer Annuity [MVA, LOAN]
A+ 1 02/23/10 3.05 0.00 3.05 5.00 8.20 3.55 3.51 0-75: 7.00+
76-79: 5.25+
National Western Life
NWL Protector One [MVA, LOAN]
A 1 03/12/10 3.25 1.00 4.25     3.35 2.22 0-75: 10.00+
76-90: 6.00+
Surrender Charges Last 9 Years
North American Company
North American Director
A+ 1 02/23/10 3.25 3.00 6.25     3.58 3.36 0-80: 5.50+
81-85: 4.13+
National Western Life
NWL Value Assurance
A 1 03/12/10 2.00 0.00 2.00 2.00 4.04 2.22 2.22 0-75: 7.00+
76-80: 5.00+
Surrender Charges Last 7 Years
North American Company
North American Flex I [MVA, LOAN]
A+ 1 02/23/10 2.80 0.00 2.80     2.80 2.11 0-75: 4.50+
76-80: 3.38+
81-85: 2.25+
Showing 1-13 of 13    Display: Page:   1

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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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