Company / Product / Account
|
Index
|
Product Type
|
SurenderCharges |
PremiumBonus |
LastChange |
Part Rate
|
Spread
|
Cap
|
CommissionsAge: Rate |
|---|---|---|---|---|---|---|---|---|---|
Reset
|
Averaging
|
Min Part Rate | Max Spread | Min Cap | |||||
| Featured Products | |||||||||
| Lincoln Financial Group | |||||||||
| Lincoln New Directions 6 | |||||||||
|
Fixed |
Standard |
6 Years |
03/01/10 | 2.90% 6 Yrs MYGA |
0-75: 3.50+ 76-80: 2.75+ 81-85: 1.75+ |
||||
| Min Rates: | 1.75 | ||||||||
|
Performance Triggered |
S&P 500 | Performance Triggered |
6 Years |
03/01/10 | 5.20 |
0-75: 3.50+ 76-80: 2.75+ 81-85: 1.75+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
2-Year Point to Point |
S&P 500 | Point to Point |
6 Years |
03/01/10 | 12.60 |
0-75: 3.50+ 76-80: 2.75+ 81-85: 1.75+ |
|||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Performance Triggered |
S&P 500 | Performance Triggered |
6 Years |
03/01/10 | 5.55 |
0-75: 3.50+ 76-80: 2.75+ 81-85: 1.75+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
2-Year Point to Point |
S&P 500 | Point to Point |
6 Years |
03/01/10 | 13.60 |
0-75: 3.50+ 76-80: 2.75+ 81-85: 1.75+ |
|||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Fixed |
Standard |
6 Years |
03/01/10 | 3.10% 6 Yrs MYGA |
0-75: 3.50+ 76-80: 2.75+ 81-85: 1.75+ |
||||
| Min Rates: | 1.75 | ||||||||
| Lincoln New Directions 8 | |||||||||
|
Fixed |
Standard |
8 Years |
03/01/10 | 3.20% 8 Yrs MYGA |
0-75: 4.50+ 76-80: 3.50+ 81-85: 2.25+ |
||||
| Min Rates: | 2.00 | ||||||||
|
Performance Triggered |
S&P 500 | Performance Triggered |
8 Years |
03/01/10 | 5.75 |
0-75: 4.50+ 76-80: 3.50+ 81-85: 2.25+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
2-Year Point to Point |
S&P 500 | Point to Point |
8 Years |
03/01/10 | 14.10 |
0-75: 4.50+ 76-80: 3.50+ 81-85: 2.25+ |
|||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Performance Triggered |
S&P 500 | Performance Triggered |
8 Years |
03/01/10 | 6.00 |
0-75: 4.50+ 76-80: 3.50+ 81-85: 2.25+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
2-Year Point to Point |
S&P 500 | Point to Point |
8 Years |
03/01/10 | 14.85 |
0-75: 4.50+ 76-80: 3.50+ 81-85: 2.25+ |
|||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Fixed |
Standard |
8 Years |
03/01/10 | 3.35% 8 Yrs MYGA |
0-75: 4.50+ 76-80: 3.50+ 81-85: 2.25+ |
||||
| Min Rates: | 2.00 | ||||||||
| Lincoln OptiChoice 5 | |||||||||
|
1-Year Point-to-Point |
S&P 500 | Point to Point |
5 Years |
03/01/10 | 4.70 |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
1-Year Monthly Cap |
S&P 500 | Point to Point |
5 Years |
03/01/10 | 2.05 |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
1-Year Monthly Average |
S&P 500 | Point to Point |
5 Years |
03/01/10 | 9.00 |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
|||
| Annual | Monthly | Min Rates: | 100 | 9.00 | |||||
|
Fixed |
Fixed |
5 Years |
03/01/10 | 2.45% 1-Yr Fixed |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
||||
| Min Rates: | 1.25 | ||||||||
|
Fixed |
Fixed |
5 Years |
03/01/10 | 2.60% 1-Yr Fixed |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
||||
| Min Rates: | 1.25 | ||||||||
|
1-Year Point-to-Point |
S&P 500 | Point to Point |
5 Years |
03/01/10 | 5.00 |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
1-Year Monthly Cap |
S&P 500 | Point to Point |
5 Years |
03/01/10 | 2.15 |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
1-Year Monthly Average |
S&P 500 | Point to Point |
5 Years |
03/01/10 | 9.00 |
0-75: 5.00+ 76-80: 3.75+ 81-85: 2.50+ |
|||
| Annual | Monthly | Min Rates: | 100 | 9.00 | |||||
| Lincoln OptiChoice 7 | |||||||||
|
Fixed |
Fixed |
7 Years |
03/01/10 | 2.65% 1-Yr Fixed |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
||||
| Min Rates: | 1.50 | ||||||||
|
1-Year Point-to-Point |
S&P 500 | Point to Point |
7 Years |
03/01/10 | 5.15 |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
1-Year Monthly Average |
S&P 500 | Point to Point |
7 Years |
03/01/10 | 9.00 |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
|||
| Annual | Monthly | Min Rates: | 100 | 9.00 | |||||
|
1-Year Monthly Cap |
S&P 500 | Point to Point |
7 Years |
03/01/10 | 2.25 |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Fixed |
Fixed |
7 Years |
03/01/10 | 2.80% 1-Yr Fixed |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
||||
| Min Rates: | 1.50 | ||||||||
|
1-Year Monthly Cap |
S&P 500 | Point to Point |
7 Years |
03/01/10 | 2.35 |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
1-Year Monthly Average |
S&P 500 | Point to Point |
7 Years |
03/01/10 | 9.00 |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
|||
| Annual | Monthly | Min Rates: | 100 | 9.00 | |||||
|
1-Year Point-to-Point |
S&P 500 | Point to Point |
7 Years |
03/01/10 | 5.45 |
0-75: 6.00+ 76-80: 4.50+ 81-85: 3.00+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
| Lincoln OptiChoice 9 | |||||||||
|
Fixed |
Fixed |
9 Years |
03/01/10 | 2.80% 1-Yr Fixed |
0-75: 7.00+ 76-80: 5.25+ |
||||
| Min Rates: | 1.75 | ||||||||
|
1-Year Monthly Average |
S&P 500 | Point to Point |
9 Years |
03/01/10 | 9.00 |
0-75: 7.00+ 76-80: 5.25+ |
|||
| Annual | Monthly | Min Rates: | 100 | 9.00 | |||||
|
1-Year Point-to-Point |
S&P 500 | Point to Point |
9 Years |
03/01/10 | 5.45 |
0-75: 7.00+ 76-80: 5.25+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
1-Year Monthly Cap |
S&P 500 | Point to Point |
9 Years |
03/01/10 | 2.35 |
0-75: 7.00+ 76-80: 5.25+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
1-Year Monthly Cap |
S&P 500 | Point to Point |
9 Years |
03/01/10 | 2.50 |
0-75: 7.00+ 76-80: 5.25+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
1-Year Point-to-Point |
S&P 500 | Point to Point |
9 Years |
03/01/10 | 5.90 |
0-75: 7.00+ 76-80: 5.25+ |
|||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
1-Year Monthly Average |
S&P 500 | Point to Point |
9 Years |
03/01/10 | 9.00 |
0-75: 7.00+ 76-80: 5.25+ |
|||
| Annual | Monthly | Min Rates: | 100 | 9.00 | |||||
|
Fixed |
Fixed |
9 Years |
03/01/10 | 3.00% 1-Yr Fixed |
0-75: 7.00+ 76-80: 5.25+ |
||||
| Min Rates: | 1.75 | ||||||||
Company / Product / Account
|
Index
|
Product Type
|
SurenderCharges |
PremiumBonus |
LastChange |
Part Rate
|
Spread
|
Cap
|
CommissionsAge: Rate |
|---|---|---|---|---|---|---|---|---|---|
Reset
|
Averaging
|
Min Part Rate | Max Spread | Min Cap | |||||
| Lincoln OptiPoint 10 | |||||||||
|
Lincoln OptiPoint 10
- Low
Fixed |
Fixed |
10 Years |
3.00 | 03/01/10 | 2.55% 1-Yr Fixed |
0-75: 7.00+ 76-80: 4.75+ |
|||
| Min Rates: | 1.80 | ||||||||
|
Lincoln OptiPoint 10
- Low
2-Year Monthly Cap |
S&P 500 | Point to Point |
10 Years |
3.00 | 03/01/10 | 2.90 |
0-75: 7.00+ 76-80: 4.75+ |
||
| Biennial | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Lincoln OptiPoint 10
- Low
2-Year Point to Point |
S&P 500 | Point to Point |
10 Years |
3.00 | 03/01/10 | 10.90 |
0-75: 7.00+ 76-80: 4.75+ |
||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Lincoln OptiPoint 10
- Low
Performance Triggered |
S&P 500 | Performance Triggered |
10 Years |
3.00 | 03/01/10 | 4.60 |
0-75: 7.00+ 76-80: 4.75+ |
||
| Annual | None | Min Rates: | 100 | 2.50 | |||||
|
Lincoln OptiPoint 10
- High
2-Year Monthly Cap |
S&P 500 | Point to Point |
10 Years |
4.00 | 03/01/10 | 2.90 |
0-75: 7.00+ 76-80: 4.75+ |
||
| Biennial | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Lincoln OptiPoint 10
- High
2-Year Point to Point |
S&P 500 | Point to Point |
10 Years |
4.00 | 03/01/10 | 10.90 |
0-75: 7.00+ 76-80: 4.75+ |
||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Lincoln OptiPoint 10
- High
Performance Triggered |
S&P 500 | Performance Triggered |
10 Years |
4.00 | 03/01/10 | 4.60 |
0-75: 7.00+ 76-80: 4.75+ |
||
| Annual | None | Min Rates: | 100 | 2.50 | |||||
|
Lincoln OptiPoint 10
- High
Fixed |
Fixed |
10 Years |
4.00 | 03/01/10 | 2.55% 1-Yr Fixed |
0-75: 7.00+ 76-80: 4.75+ |
|||
| Min Rates: | 1.80 | ||||||||
| Lincoln OptiPoint 12 | |||||||||
|
Lincoln OptiPoint 12
- Low
Fixed |
Fixed |
12 Years |
4.00 | 03/01/10 | 2.55% 1-Yr Fixed | 0-75: 8.00+ | |||
| Min Rates: | 2.00 | ||||||||
|
Lincoln OptiPoint 12
- Low
Performance Triggered |
S&P 500 | Performance Triggered |
12 Years |
4.00 | 03/01/10 | 4.60 | 0-75: 8.00+ | ||
| Annual | None | Min Rates: | 2.50 | ||||||
|
Lincoln OptiPoint 12
- Low
2-Year Point to Point |
S&P 500 | Point to Point |
12 Years |
4.00 | 03/01/10 | 10.90 | 0-75: 8.00+ | ||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Lincoln OptiPoint 12
- Low
2-Year Monthly Cap |
S&P 500 | Point to Point |
12 Years |
4.00 | 03/01/10 | 2.90 | 0-75: 8.00+ | ||
| Biennial | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Lincoln OptiPoint 12
- High
Fixed |
Fixed |
12 Years |
5.00 | 03/01/10 | 2.55% 1-Yr Fixed | 0-75: 8.00+ | |||
| Min Rates: | 2.00 | ||||||||
|
Lincoln OptiPoint 12
- High
2-Year Monthly Cap |
S&P 500 | Point to Point |
12 Years |
5.00 | 03/01/10 | 2.90 | 0-75: 8.00+ | ||
| Biennial | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Lincoln OptiPoint 12
- High
2-Year Point to Point |
S&P 500 | Point to Point |
12 Years |
5.00 | 03/01/10 | 10.90 | 0-75: 8.00+ | ||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Lincoln OptiPoint 12
- High
Performance Triggered |
S&P 500 | Performance Triggered |
12 Years |
5.00 | 03/01/10 | 4.60 | 0-75: 8.00+ | ||
| Annual | None | Min Rates: | 2.50 | ||||||
| Lincoln OptiPoint 8 | |||||||||
|
Lincoln OptiPoint 8
- Low
Fixed |
Fixed |
8 Years |
2.00 | 03/01/10 | 2.55% 1-Yr Fixed |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
|||
| Min Rates: | 1.60 | ||||||||
|
Lincoln OptiPoint 8
- Low
2-Year Monthly Cap |
S&P 500 | Point to Point |
8 Years |
2.00 | 03/01/10 | 2.90 |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
||
| Biennial | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Lincoln OptiPoint 8
- Low
Performance Triggered |
S&P 500 | Performance Triggered |
8 Years |
2.00 | 03/01/10 | 4.60 |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
Lincoln OptiPoint 8
- Low
2-Year Point to Point |
S&P 500 | Point to Point |
8 Years |
2.00 | 03/01/10 | 10.90 |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Lincoln OptiPoint 8
- High
2-Year Point to Point |
S&P 500 | Point to Point |
8 Years |
3.00 | 03/01/10 | 10.90 |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
||
| Biennial | None | Min Rates: | 100 | 0.00 | 7.00 | ||||
|
Lincoln OptiPoint 8
- High
Performance Triggered |
S&P 500 | Performance Triggered |
8 Years |
3.00 | 03/01/10 | 4.60 |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
||
| Annual | None | Min Rates: | 100 | 0.00 | 2.50 | ||||
|
Lincoln OptiPoint 8
- High
2-Year Monthly Cap |
S&P 500 | Point to Point |
8 Years |
3.00 | 03/01/10 | 2.90 |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
||
| Biennial | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
|
Lincoln OptiPoint 8
- High
Fixed |
Fixed |
8 Years |
3.00 | 03/01/10 | 2.55% 1-Yr Fixed |
0-75: 6.00+ 76-80: 4.00+ 81-85: 2.00+ |
|||
| Min Rates: | 1.60 | ||||||||
| Loyal American Life | |||||||||
| Loyal Gateway | |||||||||
|
Loyal Gateway
Declared Rate Strategy |
Fixed |
10 Years |
2.00 | 11/09/09 | 2.00% 1-Yr Fixed |
18-75: 7.75+ 76-80: 5.50+ 81-85: 3.25+ |
|||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Gateway
Puchase Payment Account |
Fixed |
10 Years |
2.00 | 11/09/09 | 2.00% 1-Yr Fixed |
18-75: 7.75+ 76-80: 5.50+ 81-85: 3.25+ |
|||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Gateway
S&P 500 Annual Point-to-Point |
S&P 500 | Point to Point |
10 Years |
2.00 | 11/09/09 | 3.00 |
18-75: 7.75+ 76-80: 5.50+ 81-85: 3.25+ |
||
| Annual | None | Min Rates: | 100 | 3.00 | |||||
|
Loyal Gateway
S&P 500 Daily Average |
S&P 500 | Point to Point |
10 Years |
2.00 | 11/09/09 | 65 |
18-75: 7.75+ 76-80: 5.50+ 81-85: 3.25+ |
||
| Annual | Daily | Min Rates: | 50 | 0.00 | |||||
|
Loyal Gateway
S&P 500 Monthly Average |
S&P 500 | Point to Point |
10 Years |
2.00 | 11/09/09 | 3.25 |
18-75: 7.75+ 76-80: 5.50+ 81-85: 3.25+ |
||
| Annual | None | Min Rates: | 100 | 3.00 | |||||
|
Loyal Gateway
S&P 500 Monthly Average w/ No Cap |
S&P 500 | Point to Point |
10 Years |
2.00 | 11/09/09 | 4.75 |
18-75: 7.75+ 76-80: 5.50+ 81-85: 3.25+ |
||
| Annual | Monthly | Min Rates: | 0 | 8.00 | |||||
| Loyal Generation | |||||||||
|
Loyal Generation
- Low
S&P 500 Annual Point-to-Point |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 4.00 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | None | Min Rates: | 0 | 0.00 | 3.00 | ||||
|
Loyal Generation
- Low
S&P 500 Daily Average |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 65 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | Daily | Min Rates: | 50 | 0.00 | 0.00 | ||||
|
Loyal Generation
- Low
S&P 500 Monthly Average |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 4.50 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | Monthly | Min Rates: | 0 | 0.00 | 3.00 | ||||
|
Loyal Generation
- Low
S&P 500 Monthly Average with No Cap |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 4.00 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | Monthly | Min Rates: | 100 | 8.00 | 0.00 | ||||
|
Loyal Generation
- Low
Purchase Payment Account |
Fixed |
15 Years |
5.50 to 7.50 |
11/09/09 | 2.00% 1-Yr Fixed |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
|||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Generation
- Low
Declared Rate Strategy |
Fixed |
15 Years |
5.50 to 7.50 |
11/09/09 | 2.00% 1-Yr Fixed |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
|||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Generation
- High
Purchase Payment Account |
Fixed |
15 Years |
5.50 to 7.50 |
11/09/09 | 2.00% 1-Yr Fixed |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
|||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Generation
- High
Declared Rate Strategy |
Fixed |
15 Years |
5.50 to 7.50 |
11/09/09 | 2.00% 1-Yr Fixed |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
|||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Generation
- High
S&P 500 Annual Point-to-Point |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 4.00 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | None | Min Rates: | 0 | 0.00 | 3.00 | ||||
|
Loyal Generation
- High
S&P 500 Daily Average |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 70 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | Daily | Min Rates: | 50 | 0.00 | 0.00 | ||||
|
Loyal Generation
- High
S&P 500 Monthly Average |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 4.50 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | Monthly | Min Rates: | 0 | 0.00 | 3.00 | ||||
|
Loyal Generation
- High
S&P 500 Monthly Average with No Cap |
S&P 500 | Point to Point |
15 Years |
5.50 to 7.50 |
11/09/09 | 3.75 |
18-75: 7.25+ 76-80: 4.85+ 81-85: 3.25+ |
||
| Annual | Monthly | Min Rates: | 100 | 8.00 | 0.00 | ||||
| Loyal Outlook | |||||||||
|
Loyal Outlook
Purchase Payment Account |
Fixed |
5 Years |
11/09/09 | 2.25% 1-Yr Fixed |
0-75: 4.50+ 76-80: 3.75+ 81-85: 3.40+ |
||||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Outlook
Declared Rate |
Fixed |
5 Years |
11/09/09 | 2.25% 1-Yr Fixed |
0-75: 4.50+ 76-80: 3.75+ 81-85: 3.40+ |
||||
| Annual | None | Min Rates: | 3.00 | ||||||
|
Loyal Outlook
S&P 500 Annual Point-to-Point |
S&P 500 | Point to Point |
5 Years |
11/09/09 | 5.00 |
0-75: 4.50+ 76-80: 3.75+ 81-85: 3.40+ |
|||
| Annual | None | Min Rates: | 100 | 3.00 | |||||
|
Loyal Outlook
S&P 500 Daily Averaging |
S&P 500 | Point to Point |
5 Years |
11/09/09 | 80 |
0-75: 4.50+ 76-80: 3.75+ 81-85: 3.40+ |
|||
| Annual | Daily | Min Rates: | 50 | ||||||
|
Loyal Outlook
S&P 500 Monthly Averaging |
S&P 500 | Point to Point |
5 Years |
11/09/09 | 5.50 |
0-75: 4.50+ 76-80: 3.75+ 81-85: 3.40+ |
|||
| Annual | Monthly | Min Rates: | 0 | 3.00 | |||||
|
Loyal Outlook
S&P 500 Monthly Averaging w/ No Cap |
S&P 500 | Point to Point |
5 Years |
11/09/09 | 3.90 |
0-75: 4.50+ 76-80: 3.75+ 81-85: 3.40+ |
|||
| Annual | Monthly | Min Rates: | 0 | 8.00 | |||||
| National Western Life | |||||||||
| Liberty Challenge | |||||||||
|
Liberty Challenge
Fixed |
Fixed |
12 Years |
2.00 | 02/21/10 | 2.85% 1-Yr Fixed |
0-70: 9.00+ 71-80: 8.00+ 81-85: 6.25+ |
|||
| Min Rates: | 1.50 | ||||||||
| Next Rate Change: | 04/06/10 | 2.85% 1-Yr Fixed | |||||||
|
Liberty Challenge
Option D: Annual Reset with Monthly Cap |
S&P 500 | Point to Point |
12 Years |
2.00 | 02/21/10 | 2.00 |
0-70: 9.00+ 71-80: 8.00+ 81-85: 6.25+ |
||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
| Next Rate Change: | 04/06/10 | 2.00 | |||||||
|
Liberty Challenge
Option A: Annual Reset with Monthly Averaging |
S&P 500 | Point to Point |
12 Years |
2.00 | 02/21/10 | 65 | 0.75 |
0-70: 9.00+ 71-80: 8.00+ 81-85: 6.25+ |
|
| Annual | Monthly | Min Rates: | 20 | 8.00 | |||||
| Next Rate Change: | 04/06/10 | 65 | 0.75 | ||||||
| Liberty Champion | |||||||||
|
Liberty Champion
Fixed |
Fixed |
15 Years |
5.00 | 02/21/10 | 2.85% 1-Yr Fixed |
0-70: 9.25+ 71-80: 7.75+ 81-85: 5.50+ |
|||
| Min Rates: | 1.50 | ||||||||
| Next Rate Change: | 04/06/10 | 2.85% 1-Yr Fixed | |||||||
|
Liberty Champion
Option D: Annual Reset with Monthly Cap |
S&P 500 | Point to Point |
15 Years |
5.00 | 02/21/10 | 2.00 |
0-70: 9.25+ 71-80: 7.75+ 81-85: 5.50+ |
||
| Annual | Monthly Sum | Min Rates: | 1.00 | ||||||
| Next Rate Change: | 04/06/10 | 2.00 | |||||||
|
Liberty Champion
Option A: Annual Reset with Monthly Averaging |
S&P 500 | Point to Point |
15 Years |
5.00 | 02/21/10 | 65 | 0.75 |
0-70: 9.25+ 71-80: 7.75+ 81-85: 5.50+ |
|
| Annual | Monthly | Min Rates: | 20 | 8.00 | |||||
| Next Rate Change: | 04/06/10 | 65 | 0.75 | ||||||
| Liberty Classic | |||||||||
|
Liberty Classic
Fixed |
Fixed |
9 Years |
02/21/10 | 2.85% 1-Yr Fixed |
0-70: 8.00+ 71-80: 7.50+ 81-85: 6.25+ |
||||
| Min Rates: | 1.50 | ||||||||
| Next Rate Change: | 04/06/10 | 3.80% 1-Yr Fixed | |||||||
|
Liberty Classic
Option D: Annual Reset with Monthly Cap |
S&P 500 | Point to Point |
9 Years |
02/21/10 | 2.00 |
0-70: 8.00+ 71-80: 7.50+ 81-85: 6.25+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
| Next Rate Change: | 04/06/10 | 2.75 | |||||||
|
Liberty Classic
Option A: Annual Reset with Monthly Averaging |
S&P 500 | Point to Point |
9 Years |
02/21/10 | 65 | 0.75 |
0-70: 8.00+ 71-80: 7.50+ 81-85: 6.25+ |
||
| Annual | Monthly | Min Rates: | 20 | 8.00 | |||||
| Next Rate Change: | 04/06/10 | 65 | 0.25 | ||||||
| NWL Global Lookback | |||||||||
|
NWL Global Lookback
Option B: Fixed Interest Rate |
Fixed |
9 Years |
02/21/10 | 3.80% 1-Yr Fixed |
0-75: 7.00+ 76-80: 5.00+ |
||||
| Min Rates: | 2.00 | ||||||||
| Next Rate Change: | 04/06/10 | 3.40% 1-Yr Fixed | |||||||
|
NWL Global Lookback
Option K: Global Lookback |
Blended Indicies | Point to Point |
9 Years |
02/21/10 | 60 | 1.50 |
0-75: 7.00+ 76-80: 5.00+ |
||
| Annual | Monthly | Min Rates: | 20 | 2.00 | |||||
| Next Rate Change: | 04/06/10 | 60 | 1.50 | ||||||
| NWL Ultra Benefit | |||||||||
|
NWL Ultra Benefit
Option A: Monthly Average Annual Reset |
S&P 500 | Point to Point |
14 Years |
5.00 | 02/21/10 | 55 | 0.75 |
0-75: 8.00+ 76-80: 6.00+ 81-85: 3.50+ |
|
| Annual | Monthly | Min Rates: | 50 | 6.00 | |||||
| Next Rate Change: | 04/06/10 | 55 | 0.75 | ||||||
|
NWL Ultra Benefit
Option D: Monthly Cap Annual Reset |
S&P 500 | Point to Point |
14 Years |
5.00 | 02/21/10 | 2.00 |
0-75: 8.00+ 76-80: 6.00+ 81-85: 3.50+ |
||
| Annual | Monthly Sum | Min Rates: | 1.00 | ||||||
| Next Rate Change: | 04/06/10 | 2.00 | |||||||
|
NWL Ultra Benefit
Fixed |
Fixed |
14 Years |
5.00 | 02/21/10 | 2.50% 1-Yr Fixed |
0-75: 8.00+ 76-80: 6.00+ 81-85: 3.50+ |
|||
| Annual | Min Rates: | 2.00 | |||||||
| Next Rate Change: | 04/06/10 | 2.10% 1-Yr Fixed | |||||||
| NWL Ultra Classic | |||||||||
|
NWL Ultra Classic
Option B: Fixed Account |
Fixed |
13 Years |
02/21/10 | 3.80% 1-Yr Fixed |
0-75: 12.00+ 76-80: 10.50+ |
||||
| Min Rates: | 2.00 | ||||||||
| Next Rate Change: | 04/06/10 | 3.80% 1-Yr Fixed | |||||||
|
NWL Ultra Classic
Option A: Monthly Averaging Annual Reset |
S&P 500 | Point to Point |
13 Years |
02/21/10 | 65 | 0.25 |
0-75: 12.00+ 76-80: 10.50+ |
||
| Annual | Monthly | Min Rates: | 50 | 6.00 | |||||
| Next Rate Change: | 04/06/10 | 65 | 0.25 | ||||||
|
NWL Ultra Classic
Option D: Monthly Cap Annual Reset |
S&P 500 | Point to Point |
13 Years |
02/21/10 | 2.75 |
0-75: 12.00+ 76-80: 10.50+ |
|||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
| Next Rate Change: | 04/06/10 | 2.65 | |||||||
| NWL Ultra Future | |||||||||
|
NWL Ultra Future
Option B: Fixed Account |
Fixed |
15 Years |
4.75 to 10.00 |
02/21/10 | 3.40% 1-Yr Fixed |
0-75: 7.00+ 76-80: 5.00+ |
|||
| Min Rates: | 2.00 | ||||||||
| Next Rate Change: | 04/06/10 | 3.60% 1-Yr Fixed | |||||||
|
NWL Ultra Future
Option A: Monthly Averaging Annual Reset |
S&P 500 | Point to Point |
15 Years |
4.75 to 10.00 |
02/21/10 | 65 | 0.25 |
0-75: 7.00+ 76-80: 5.00+ |
|
| Annual | Monthly | Min Rates: | 50 | 6.00 | |||||
| Next Rate Change: | 04/06/10 | 65 | 0.25 | ||||||
|
NWL Ultra Future
Option D: Monthly Cap |
S&P 500 | Point to Point |
15 Years |
4.75 to 10.00 |
02/21/10 | 2.75 |
0-75: 7.00+ 76-80: 5.00+ |
||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
| Next Rate Change: | 04/06/10 | 2.65 | |||||||
| NWL Ultra Value | |||||||||
|
NWL Ultra Value
Fixed |
Fixed | Point to Point |
9 Years |
2.00 | 02/21/10 | 3.60% 1-Yr Fixed |
0-75: 6.00+ 76-80: 4.00+ |
||
| None | Min Rates: | 2.00 | |||||||
| Next Rate Change: | 04/06/10 | 3.60% 1-Yr Fixed | |||||||
|
NWL Ultra Value
Option A- Annual Ratchet |
S&P 500 | Point to Point |
9 Years |
2.00 | 02/21/10 | 65 | 0.25 |
0-75: 6.00+ 76-80: 4.00+ |
|
| Annual | Monthly | Min Rates: | 50 | 6.00 | |||||
| Next Rate Change: | 04/06/10 | 65 | 0.25 | ||||||
|
NWL Ultra Value
Option D- Monthly Sum |
S&P 500 | Point to Point |
9 Years |
2.00 | 02/21/10 | 2.65 |
0-75: 6.00+ 76-80: 4.00+ |
||
| Annual | Monthly Sum | Min Rates: | 100 | 0.00 | 1.00 | ||||
| Next Rate Change: | 04/06/10 | 2.65 | |||||||
| North American Company | |||||||||
| Charter 10 | |||||||||
|
Charter 10
1-Year Fixed |
Fixed |
10 Years |
6.00 | 02/23/10 | 2.35% 1-Yr Fixed |
0-75: 8.50+ 76-79: 6.37+ |
|||
| Min Rates: | 1.10 | ||||||||
|
Charter 10
1-Year S&P 400 Annual Daily Average |
S&P 400 | Point to Point |
10 Years |
6.00 | 02/23/10 | 4.45 |
0-75: 8.50+ 76-79: 6.37+ |
||
| Annual | Daily | Min Rates: | 100 | 0.00 | 4.00 | ||||
|
Charter 10
1-Year S&P 400 Annual Point-to-Point |
S&P 400 | Point to Point |
10 Years |
6.00 | 02/23/10 | 4.10 |
0-75: 8.50+ 76-79: 6.37+ |
||
| Annual | None | Min Rates: | 100 | 0.00 | 4.00 | ||||
|
Charter 10
1-Year S&P 500 Monthly Point-to-Point Capped |
S&P 500 | Point to Point |
10 Years |
6.00 | 02/23/10 | 100 | 2.65 |
0-75: 8.50+ 76-79: 6.37+ |
|
| Annual | Monthly Sum | Min Rates: | 100 | 1.00 | |||||
|
Charter 10
1-Year S&P 500 Annual Daily Average |
S&P 500 | Point to Point |
10 Years |
6.00 | 02/23/10 | 6.25 |
0-75: 8.50+ 76-79: 6.37+ |
||
| Annual | Daily | Min Rates: | 100 | 0.00 | 4.00 | ||||
|
Charter 10
1-Year S&P 500 Annual Point-to-Point |
S&P 500 | Point to Point |
10 Years |
6.00 | 02/23/10 | 5.35 |
0-75: 8.50+ 76-79: 6.37+ |
||
| Annual | None | Min Rates: | 100 | 0.00 | 4.00 | ||||
Company / Product / Account
Index