Fixed Indexed Accounts

dboyer@gordonmarketing.com
Dawn M. Boyer, MBA, LUTCF
National Life and Annuity Sales Manager
800-388-8342 x 312
 
 
 
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Company / Product / Account Index Product Type Surender
Charges
Premium
Bonus
Bail
Out
Last
Change
Part Rate Spread Cap Commissions
Age: Rate
Reset Averaging Min Part Rate Max Spread Min Cap
Allianz Life Insurance Company of North America
MasterDex X Annuity
MasterDex X Annuity
1 Year Euro STOXX 50 Monthly Cap
DJ EuroStoxx 50 Point to Point 10
Years
6.00     02/07/12     1.90 0-75: 7.00+
76-80: 5.00+
Annual Monthly Sum Min Rates: 100   0.50
MasterDex X Annuity
1 Year S&P 500 Point-to-Point Cap
S&P 500 Point to Point 10
Years
6.00     02/07/12     3.00 0-75: 7.00+
76-80: 5.00+
Annual None Min Rates: 100   1.00
MasterDex X Annuity
1 Year Fixed Interest Account
Fixed 10
Years
6.00     02/07/12 1.60% 1-Yr Fixed 0-75: 7.00+
76-80: 5.00+
Min Rates:
MasterDex X Annuity
1 Year S&P 500 SELECT Monthly Sum Cap
S&P 500 Point to Point 10
Years
6.00     02/07/12     2.30 0-75: 7.00+
76-80: 5.00+
Annual Monthly Sum Min Rates:     0.50
MasterDex X Annuity
1 Year Blended Point-to-Point Cap
Blended Indicies Point to Point 10
Years
6.00     02/07/12     3.25 0-75: 7.00+
76-80: 5.00+
Annual None Min Rates: 100   1.00
MasterDex X Annuity
1 Year S&P 500 Monthly Cap
S&P 500 Point to Point 10
Years
6.00     02/07/12     1.80 0-75: 7.00+
76-80: 5.00+
Annual Monthly Sum Min Rates: 100   0.50
MasterDex X Annuity
1 Year Nasdaq 100 Point-to-Point Cap
Nasdaq 100 Point to Point 10
Years
6.00     02/07/12     3.00 0-75: 7.00+
76-80: 5.00+
Annual None Min Rates: 100   1.00
MasterDex X Annuity
1 Year S&P 500 SELECT Annual Point-to-Point Cap
S&P 500 Point to Point 10
Years
6.00     02/07/12     5.00 0-75: 7.00+
76-80: 5.00+
Annual None Min Rates:     1.00
MasterDex X Annuity
1 Year Blended Monthly Average Spread
Blended Indicies Point to Point 10
Years
6.00     02/07/12   4.50   0-75: 7.00+
76-80: 5.00+
Annual Monthly Min Rates: 100 12.00  
MasterDex X Annuity
1 Year Euro STOXX 50 Point-to-Point Cap
DJ EuroStoxx 50 Point to Point 10
Years
6.00     02/07/12     3.25 0-75: 7.00+
76-80: 5.00+
Annual None Min Rates: 100   1.00
MasterDex X Annuity
1 Year Nasdaq 100 Monthly Cap
Nasdaq 100 Point to Point 10
Years
6.00     02/07/12     1.80 0-75: 7.00+
76-80: 5.00+
Annual Monthly Sum Min Rates: 100   0.50
North American Company
Charter 14
Charter 14
1-Year Dow Jones Annual Point-to-Point
DJIA Point to Point 14
Years
10.00     01/19/12 100   2.65 0-75: 7.50+
Annual None Min Rates: 100 0.00 2.00
Charter 14
1-Year Fixed
Fixed 14
Years
10.00     01/19/12 1.50% 1-Yr Fixed 0-75: 7.50+
Min Rates:
Charter 14
1-Year Dow Jones EuroStoxx 50 Point-to-Point
DJ EuroStoxx 50 Point to Point 14
Years
10.00     01/19/12     3.05 0-75: 7.50+
Annual None Min Rates: 100 0.00 2.00
Charter 14
1-Year Russell 2000 Annual Point-to-Point
Russell 2000 Point to Point 14
Years
10.00     01/19/12     2.50 0-75: 7.50+
Annual None Min Rates: 100 0.00 2.00
Charter 14
1-Year Nasdaq-100 Annual Point-to-Point
Nasdaq 100 Point to Point 14
Years
10.00     01/19/12     2.50 0-75: 7.50+
Annual None Min Rates: 100 0.00 2.00
Charter 14
1-Year Dow Jones Annual Daily Average
DJIA Point to Point 14
Years
10.00     01/19/12     3.00 0-75: 7.50+
Annual Daily Min Rates: 100 0.00 2.00
Charter 14
1-Year Russell 2000 Annual Daily Average
Russell 2000 Point to Point 14
Years
10.00     01/19/12     2.60 0-75: 7.50+
Annual Daily Min Rates: 100 0.00 2.00
Charter 14
1-Year S&P 500 Annual Daily Average
S&P 500 Point to Point 14
Years
10.00     01/19/12     3.00 0-75: 7.50+
Annual Daily Min Rates: 100 0.00 2.00
Charter 14
1-Year Hindsight Index Strategy
Blended Indicies Point to Point 14
Years
10.00     01/19/12     2.35 0-75: 7.50+
Annual None Min Rates: 10   2.00

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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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