Fixed Indexed Annuities

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Showing 1-20 of 73    Display: Print/Save |<  <<   Page 1 of 4   >>   >|
Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 9 Years
Lincoln Financial Group
Lincoln OptiChoice 9 -Low
9 yrs 80   1.00% 100% $1,094 02/01/12 0-75: 7.00+
76-80: 5.25+
Fixed Account @ 1.15% 1-Year Monthly Cap
Performance Triggered 1-Year Monthly Average
Lincoln Financial Group
Lincoln OptiChoice 9 -High
9 yrs 80   1.00% 100% $1,094 02/01/12 0-75: 7.00+
76-80: 5.25+
Performance Triggered 1-Year Monthly Average
Fixed Account @ 1.30% 1-Year Monthly Cap
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln New Directions 8 -Low
8 yrs 85   1.00% 100% $1,083 02/01/12 0-75: 4.50+
76-80: 3.50+
81-85: 2.25+
Performance Triggered Indexed Account Fixed Account @ 1.70%
2-Year Point-to-Point Indexed Account
Lincoln Financial Group
Lincoln New Directions 8 -High
8 yrs 85   1.00% 100% $1,083 02/01/12 0-75: 4.50+
76-80: 3.50+
81-85: 2.25+
Fixed Account @ 1.85% 2-Year Point-to-Point Indexed Account
Performance Triggered Indexed Account
Surrender Charges Last 7 Years
Lincoln Financial Group
Lincoln OptiChoice 7 -Low
7 yrs 85   1.00% 100% $1,072 02/01/12 0-75: 6.00+
76-80: 4.50+
81-85: 3.00+
Fixed Account @ 1.05% 1-Year Monthly Cap
Performance Triggered 1-Year Monthly Average
Lincoln Financial Group
Lincoln OptiChoice 7 -High
7 yrs 85   1.00% 100% $1,072 02/01/12 0-75: 6.00+
76-80: 4.50+
81-85: 3.00+
1-Year Monthly Average Fixed Account @ 1.20%
1-Year Monthly Cap Performance Triggered
Surrender Charges Last 6 Years
Lincoln Financial Group
Lincoln New Directions 6 -Low
6 yrs 85   1.00% 100% $1,062 02/01/12 0-75: 3.50+
76-80: 2.75+
81-85: 1.75+
Fixed Account @ 1.40% 2-Year Point-to-Point Indexed Account
Performance Triggered Indexed Account
Lincoln Financial Group
Lincoln New Directions 6 -High
6 yrs 85   1.00% 100% $1,062 02/01/12 0-75: 3.50+
76-80: 2.75+
81-85: 1.75+
Performance Triggered Indexed Account Fixed Account @ 1.55%
2-Year Point-to-Point Indexed Account
Surrender Charges Last 5 Years
Lincoln Financial Group
Lincoln OptiChoice 5 -Low
5 yrs 85   1.00% 100% $1,051 02/01/12 0-75: 5.00+
76-80: 3.75+
81-85: 2.50+
1-Year Fixed Account @ 1.00% 1-Year Monthly Cap
Performance Triggered 1-Year Monthly Average
Lincoln Financial Group
Lincoln OptiChoice 5 -High
5 yrs 85   1.00% 100% $1,051 02/01/12 0-75: 5.00+
76-80: 3.75+
81-85: 2.50+
1-Year Monthly Average 1-Year Fixed Account @ 1.15%
1-Year Monthly Cap Performance Triggered

Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 15 Years
National Western Life
NWL Ultra Future
15 yrs 55 (NQ) 4.75
to 10.00
1.00% 87.50% $1,117 08/18/11
Qualified
0-70: 5.00+
71-75: 1.50+
76-80: 0.25+
Non-Qualified
0-75: 5.00+
76-80: 3.00+
Option B: Fixed Account @ 1.90% Option D: Monthly Cap
Option A: Monthly Averaging Annual Reset
Surrender Charges Last 14 Years
National Western Life
NWL Ultra Benefit
14 yrs 85 4.00
to 5.00
1.00% 87.50% $1,056 08/18/11
Qualified
0-70: 6.00+
71-75: 3.50+
76-81: 1.50+
Non-Qualified
0-75: 6.00+
76-80: 4.00+
81-85: 1.50+
Option B: Fixed Interest Rate @ 1.00% Option D: Monthly Cap Annual Reset
Option A: Monthly Average Annual Reset
North American Company
Charter 14
14 yrs (NQ) 10.00 1.00% 87.50% $1,106 01/19/12 0-75: 7.50+
1-Year S&P 400 Annual Daily Average 1-Year NASDAQ-100 Monthly Point-to-Point
1-Year S&P 500 Annual Daily Average 1-Year Hindsight Index Strategy
1-Year Russell 2000 Annual Daily Average 1-Year Dow Jones Annual Daily Average
1-Year Nasdaq-100 Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 400 Annual Point-to-Point 1-Year S&P 500 Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Fixed @ 1.50% 1-Year Dow Jones EuroStoxx 50 Point-to-Point
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones EuroStoxx 50 Point-to-Point
1-Year Fixed @ 3.05% 1-Year Annual Point-to-Point S&P 500
1-Year S&P 400 Annual Point-to-Point 1 -Year NASDAQ Monthly Point-to-Point Cap
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year S&P 500 Monthly Point-to-Point Cap
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Dow Jones Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones EuroStoxx 50 Point-to-Point
1-Year Annual Point-to-Point S&P 500 1-Year Fixed @ 3.35%
1-Year S&P 400 Annual Point-to-Point 1 -Year NASDAQ Monthly Point-to-Point Cap
1-Year Nasdaq-100 Annual Point-to-Point
North American Company
Freedom Choice 14 -Low
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Nasdaq-100 Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year Dow Jones Annual Point-to-Point 1-Year Russell 2000 Annual Point-to-Point
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year S&P 500 Annual Point-to-Point Cap
1-Year Fixed @ 2.70% 1-Year S&P 400 Annual Point-to-Point
1-Year Nasdaq-100 Monthly Point-to-Point Cap
North American Company
Freedom Choice 14 -High
14 yrs 75   1.00% 87.50% $1,006 01/19/12 0-75: 5.50+
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year S&P 500 Annual Point-to-Point Cap
1-Year S&P 400 Annual Point-to-Point 1-Year Fixed @ 3.10%
1-Year Nasdaq-100 Monthly Point-to-Point Cap 1-Year Nasdaq-100 Annual Point-to-Point
1-Year S&P 500 Monthly Point-to-Point Cap 1-Year Dow Jones Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point
North American Company
North American Prizm Plus 14
14 yrs 75 10.00 1.00% 87.50% $1,106 01/19/12 0-75: 7.50+
1-Year Russell 2000 Point-to-Point 1-Year S&P 500 Monthly Average
1-Year Nasdaq -100 Monthly Point-to-Point 1-Year Nasdaq 100 Point-to-Point
1-Year DJIA Monthly Average 1-Year Fixed @ 1.50%
1-Year S&P 400 Monthly Average 1-Year Russell 2000 Monthly Averaging
1-Year S&P 500 Point-to-Point 1-Year DJIA Point-to-Point
1-Year DJ EuroStoxx 50 Point-to-Point 1-Year S&P 400 Point-to-Point
1-Year S&P 500 Monthly Point-to-Point
North American Company
Precision 14
14 yrs 75 10.00 1.00% 87.50% $1,106 01/19/12 0-75: 7.50+
1-Year Dow Jones EuroStoxx 50 Point-to-Point 1-Year Dow Jones Annual Daily Average
1-Year S&P 400 Annual Daily Average 1-Year NASDAQ Monthly Point-to-Point Cap
1-Year Russell 2000 Annual Daily Average 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 500 Annual Point-to-Point 1-Year Hindsight Index
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Fixed @ 1.50% 1-Year S&P 400 Annual Point-to-Point
1-Year S&P 500 Annual Daily Average 1-Year Russell 2000 Annual Point-to-Point
Showing 1-20 of 73    Display: Page:   1 | 2 | 3 | 4

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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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