Fixed Indexed Brief

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State
Premium
Qual
Flex?
Rating
Company
SC yrs
Age
Comm
%


Showing 1-73 of 73    Display: Print/Save |<  <<   Page 1 of 1   >>  >|
Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 5 Years
Lincoln Financial Group
Lincoln OptiChoice 5 Low-Band [MVA]
5 1.00 100.00 $1,051 up to 5.00%
Lincoln Financial Group
Lincoln OptiChoice 5 High-Band [MVA]
5 1.00 100.00 $1,051 up to 5.00%
Surrender Charges Last 6 Years
Lincoln Financial Group
Lincoln New Directions 6 Low-Band [MVA]
6 1.00 100.00 $1,062 up to 3.50%
Lincoln Financial Group
Lincoln New Directions 6 High-Band [MVA]
6 1.00 100.00 $1,062 up to 3.50%
Surrender Charges Last 7 Years
Lincoln Financial Group
Lincoln OptiChoice 7 Low-Band [MVA]
7 1.00 100.00 $1,072 up to 6.00%
Lincoln Financial Group
Lincoln OptiChoice 7 High-Band [MVA]
7 1.00 100.00 $1,072 up to 6.00%
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln New Directions 8 Low-Band [MVA]
8 1.00 100.00 $1,083 up to 4.50%
Lincoln Financial Group
Lincoln New Directions 8 High-Band [MVA]
8 1.00 100.00 $1,083 up to 4.50%
Surrender Charges Last 9 Years
Lincoln Financial Group
Lincoln OptiChoice 9 Low-Band [MVA]
9 1.00 100.00 $1,094 up to 7.00%
Lincoln Financial Group
Lincoln OptiChoice 9 High-Band [MVA]
9 1.00 100.00 $1,094 up to 7.00%

Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 5 Years
North American Company
North American Formula Choice [TSA, MVA, LOAN]
5 1.00 100.00 $1,051 up to 5.00%
North American Company
North American Formula Choice (TX) [TSA, MVA, LOAN]
5 1.00 100.00 $1,051
Surrender Charges Last 6 Years
North American Company
Freedom Choice 6 Low-Band [TSA, MVA, LOAN]
6 1.00 87.50 $ 929 up to 5.50%
North American Company
Freedom Choice 6 High-Band [TSA, MVA, LOAN]
6 1.00 87.50 $ 929 up to 5.50%
North American Company
Freedom Choice (5%) 6 Low-Band [TSA, MVA, LOAN]
6 1.00 87.50 $ 929 up to 5.50%
North American Company
Freedom Choice (5%) 6 High-Band [TSA, MVA, LOAN]
6 1.00 87.50 $ 929 up to 5.50%
Surrender Charges Last 7 Years
National Western Life
NWL IMPACT 7 S [LOAN]
7 5.00 1.00 87.50 $ 985 up to 4.50%
National Western Life
NWL IMPACT 7 [LOAN]
7 5.00 1.00 87.50 $ 985 up to 5.50%
North American Company
Charter 7 (TX) [TSA, MVA, LOAN]
7 1.00 87.50 $ 938
North American Company
Precision 7 (TX) [TSA, MVA, LOAN]
7 1.00 87.50 $ 938
North American Company
Precision 7 [TSA, MVA, LOAN]
7 1.00 87.50 $ 938 up to 7.50%
North American Company
North American Prizm Plus 7 [TSA, MVA, LOAN]
7 1.00 87.50 $ 938 up to 7.50%
North American Company
Charter 7 [TSA, MVA, LOAN]
7 1.00 87.50 $ 938 up to 7.50%
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln OptiPoint 8 High-Band [MVA]
8 4.00 1.00 100.00 $1,126 up to 6.00%
Lincoln Financial Group
Lincoln OptiPoint 8 Low-Band [MVA]
8 3.00 1.00 100.00 $1,115 up to 6.00%
North American Company
NA Performance Choice 8 Plus [MVA]
8 5.00 1.00 87.50 $ 995 up to 5.50%
North American Company
Freedom Choice (5%) 8 Low-Band [TSA, MVA, LOAN]
8 1.00 87.50 $ 948 up to 5.50%
North American Company
Freedom Choice (5%) 8 High-Band [TSA, MVA, LOAN]
8 1.00 87.50 $ 948 up to 5.50%
North American Company
NA Performance Choice 8 [MVA]
8 1.00 87.50 $ 948 up to 5.50%
North American Company
Freedom Choice 8 Low-Band [TSA, MVA, LOAN]
8 1.00 87.50 $ 948 up to 5.50%
North American Company
Freedom Choice 8 High-Band [TSA, MVA, LOAN]
8 1.00 87.50 $ 948 up to 5.50%
Surrender Charges Last 9 Years
National Western Life
NWL Ultra Value [LOAN]
9 2.00 1.00 87.50 $ 976 up to 5.00%
National Western Life
NWL Global Lookback [LOAN]
9 1.00 87.50 $ 957 up to 6.50%
National Western Life
NWL Ultra Future (2% Bonus states) [LOAN]
9 2.00 3.00 up to 5.00%
Surrender Charges Last 10 Years
North American Company
North American Paramount Choice Ten [MVA, LOAN]
10 7.00 1.00 100.00 $1,182 up to 6.50%
North American Company
North American Ten [MVA, LOAN]
10 7.00 1.00 100.00 $1,182 up to 6.50%
Lincoln Financial Group
Lincoln OptiPoint 10 High-Band [MVA]
10 5.00 1.00 100.00 $1,160 up to 7.00%
Lincoln Financial Group
Lincoln OptiPoint 10 Low-Band [MVA]
10 4.00 1.00 100.00 $1,149 up to 7.00%
National Western Life
NWL IMPACT 10 [LOAN]
10 7.00 1.00 87.50 $1,034 up to 6.50%
North American Company
Precision 10 [TSA, MVA, LOAN]
10 5.00 1.00 87.50 $1,015 up to 7.50%
North American Company
North American Prizm Plus 10 [TSA, MVA, LOAN]
10 5.00 1.00 87.50 $1,015 up to 7.50%
North American Company
Charter 10 [TSA, MVA, LOAN]
10 5.00 1.00 87.50 $1,015 up to 7.50%
North American Company
Freedom Choice 10 Low-Band [TSA, MVA, LOAN]
10 1.00 87.50 $ 967 up to 5.50%
North American Company
Freedom Choice 10 High-Band [TSA, MVA, LOAN]
10 1.00 87.50 $ 967 up to 5.50%
North American Company
Freedom Choice (5%) 10 Low-Band [TSA, MVA, LOAN]
10 1.00 87.50 $ 967 up to 5.50%
North American Company
Freedom Choice (5%) 10 High-Band [TSA, MVA, LOAN]
10 1.00 87.50 $ 967 up to 5.50%
North American Company
Precision 10 (TX) [TSA, MVA, LOAN]
10 1.00 87.50 $ 967
North American Company
Charter 10 (TX) [TSA, MVA, LOAN]
10 1.00 87.50 $ 967
North American Company
Pillar [LOAN]
10 5.00 up to 6.50%
Surrender Charges Last 12 Years
North American Company
NA Performance Choice 12 Plus [MVA]
12 8.00 1.00 87.50 $1,065 up to 6.50%
North American Company
NA Performance Choice 12 [MVA]
12 1.00 87.50 $ 986 up to 6.50%
Surrender Charges Last 13 Years
National Western Life
NWL Ultra Classic [LOAN]
13 1.00 87.50 $ 996 up to 10.00%
Surrender Charges Last 14 Years
North American Company
Precision 14 [TSA, MVA, LOAN]
14 10.00 1.00 87.50 $1,106 up to 7.50%
North American Company
Charter 14 [TSA, MVA, LOAN]
14 10.00 1.00 87.50 $1,106 up to 7.50%
North American Company
North American Prizm Plus 14 [TSA, MVA, LOAN]
14 10.00 1.00 87.50 $1,106 up to 7.50%
National Western Life
NWL Ultra Benefit [LOAN]
14 4.00-5.00 1.00 87.50 $1,056 up to 6.00%
North American Company
Freedom Choice 14 Low-Band [TSA, MVA, LOAN]
14 1.00 87.50 $1,006 up to 5.50%
North American Company
Freedom Choice 14 High-Band [TSA, MVA, LOAN]
14 1.00 87.50 $1,006 up to 5.50%
North American Company
Freedom Choice (5%) 14 Low-Band [TSA, MVA, LOAN]
14 1.00 87.50 $1,006 up to 5.50%
North American Company
Freedom Choice (5%) 14 High-Band [TSA, MVA, LOAN]
14 1.00 87.50 $1,006 up to 5.50%
North American Company
Charter 14 (TX) [TSA, LOAN]
14 1.00 87.50 $1,006
Surrender Charges Last 15 Years
National Western Life
NWL Ultra Future [LOAN]
15 4.75-10.00 1.00 87.50 $1,117 up to 5.00%
Showing 1-73 of 73    Display: Page:   1

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"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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