Fixed Indexed Brief

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


Showing 1-30 of 65    Display: Print/Save |<  <<   Page 1 of 3   >>   >|
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 1.25 100.00 $1,064 up to 5.00%
Lincoln Financial Group
Lincoln OptiChoice 5 High-Band [MVA]
5 1.25 100.00 $1,064 up to 5.00%
Surrender Charges Last 6 Years
Lincoln Financial Group
Lincoln New Directions 6 Low-Band [MVA]
6 1.75 100.00 $1,110 up to 3.50%
Lincoln Financial Group
Lincoln New Directions 6 High-Band [MVA]
6 1.75 100.00 $1,110 up to 3.50%
Surrender Charges Last 7 Years
Lincoln Financial Group
Lincoln OptiChoice 7 Low-Band [MVA]
7 1.50 100.00 $1,110 up to 6.00%
Lincoln Financial Group
Lincoln OptiChoice 7 High-Band [MVA]
7 1.50 100.00 $1,110 up to 6.00%
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln New Directions 8 Low-Band [MVA]
8 2.00 100.00 $1,172 up to 4.50%
Lincoln Financial Group
Lincoln New Directions 8 High-Band [MVA]
8 2.00 100.00 $1,172 up to 4.50%
Surrender Charges Last 9 Years
Lincoln Financial Group
Lincoln OptiChoice 9 Low-Band [MVA]
9 1.75 100.00 $1,169 up to 7.00%
Lincoln Financial Group
Lincoln OptiChoice 9 High-Band [MVA]
9 1.75 100.00 $1,169 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 up to 5.00%
Surrender Charges Last 6 Years
North American Company
Freedom Choice 6 Low-Band [TSA, MVA, LOAN]
6 1.10 87.50 $ 934 up to 5.50%
North American Company
Freedom Choice 6 High-Band [TSA, MVA, LOAN]
6 1.10 87.50 $ 934 up to 5.50%
North American Company
Freedom Choice (5%) 6 Low-Band [TSA, MVA, LOAN]
6 1.10 87.50 $ 934 up to 5.50%
North American Company
Freedom Choice (5%) 6 High-Band [TSA, MVA, LOAN]
6 1.10 87.50 $ 934 up to 5.50%
Surrender Charges Last 7 Years
North American Company
North American Prizm Plus 7 [TSA, MVA, LOAN]
7 1.10 87.50 $ 945 up to 7.50%
North American Company
Precision 7 [TSA, MVA, LOAN]
7 1.10 87.50 $ 945 up to 7.50%
North American Company
Charter 7 [TSA, MVA, LOAN]
7 1.10 87.50 $ 945 up to 7.50%
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln OptiPoint 8 High-Band [MVA]
8 3.00 1.60 100.00 $1,169 up to 3.00%
Lincoln Financial Group
Lincoln OptiPoint 8 Low-Band [MVA]
8 2.00 1.60 100.00 $1,158 up to 3.00%
North American Company
Freedom Choice 8 Low-Band [TSA, MVA, LOAN]
8 1.10 87.50 $ 955 up to 5.50%
Showing 1-30 of 65    Display: Page:   1 | 2 | 3

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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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