AMBest |
Years Gtd |
Last Change |
Base Rate |
Bonus Rate |
Current Rate |
Premium Bonus |
Effective Rate |
CUR
|
GTD
|
Commissions Age: Rate |
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yield to Surrender | |||||||||||
| Surrender Charges Last 15 Years | |||||||||||
|
National Western Life
Confidence Flex 85 [MVA, LOAN] |
A- | 1 | 05/15/08 | 3.75 | 0.00 | 3.75 | 8.00 | 12.05 | 4.28 | 3.58 |
0-80: 7.00 81-85: 4.00 |
|
National Western Life
Confidence Flex 45 [MVA, LOAN] |
A- | 1 | 05/15/08 | 3.75 | 0.00 | 3.75 | 4.00 | 7.90 | 4.02 | 3.32 |
0-69: 9.00 70-80: 8.75 81-85: 5.75 |
|
National Western Life
NWL Future Assurance [LOAN] |
A- | 1 | 05/15/08 | 3.10 | 0.00 | 3.10 | 10.00 | 13.41 | 3.76 | 3.66 |
0-75: 8.00 76-80: 6.00 81-85: 4.50 |
| Surrender Charges Last 14 Years | |||||||||||
|
National Western Life
NWL Benefit Assurance [LOAN] |
A- | 1 | 05/15/08 | 3.10 | 0.00 | 3.10 | 5.00 | 8.25 | 3.46 | 3.37 |
0-75: 8.00 76-80: 6.00 81-85: 3.50 |
| Surrender Charges Last 12 Years | |||||||||||
|
Lincoln Financial Group
Lincoln ClassicSM Flex 12 High-Band [MVA, LOAN] |
A+ | 1 | 11/01/08 | 4.75 | 5.00 | 9.75 | 5.16 | 3.55 | 0-75: 7.00 | ||
|
Lincoln Financial Group
Lincoln ClassicSM Flex 12 Low-Band [MVA, LOAN] |
A+ | 1 | 11/01/08 | 4.75 | 4.00 | 8.75 | 5.08 | 3.47 | 0-75: 7.00 | ||
|
American Equity Investment Life Insurance Company
FPDA-11 (MVA) [MVA] |
A- | 1 | 06/02/08 | 3.40 | 0.00 | 3.40 | 6.00 | 9.60 | 3.90 | 3.53 |
0-75: 5.00 76-80: 3.75 81-85: 2.50 |
|
Great American Life Insurance Company
GTSA IX [LOAN] |
A | 1 | 10/20/08 | 3.85 | 0.00 | 3.85 | 3.85 | 3.07 | |||
|
American Equity Investment Life Insurance Company
FPDA-10 (MVA) [MVA] |
A- | 1 | 06/02/08 | 3.40 | 0.00 | 3.40 | 2.00 | 5.47 | 3.57 | 3.20 |
0-75: 10.00 76-80: 7.50 81-85: 5.00 |
| Surrender Charges Last 10 Years | |||||||||||
|
RBC Insurance
Value Master [MVA] |
A | 1 | 11/01/08 | 6.00 | 0.00 | 6.00 | 6.00 | 3.30 |
0-75: 8.50 76-80: 6.50 81-85: 5.50 |
||
|
Allianz Life of NY
Custom Choice 10 High-Band [MVA, LOAN] |
A | 1 | 11/04/08 | 5.40 | 2.00 | 7.40 | 5.60 | 0.72 | 0-5: 85.00 | ||
|
Allianz Life
Custom Choice 10 (3) High-Band [LOAN] |
A | 3 | 11/04/08 | 5.60 | 0.00 | 5.60 | 5.60 | 3.77 |
0-75: 5.00 76-85: 2.50 |
||
|
Allianz Life
Custom Choice 10 High-Band [LOAN] |
A | 1 | 11/04/08 | 5.40 | 2.00 | 7.40 | 5.60 | 3.43 |
0-75: 5.00 76-85: 2.50 |
||
|
Allianz Life of NY
Custom Choice 10 (3) High-Band [MVA, LOAN] |
A | 1 | 11/04/08 | 5.60 | 0.00 | 5.60 | 5.60 | 0.55 | 0-5: 85.00 | ||
|
Allianz Life of NY
Custom Choice 10 (3) Mid-Band [MVA, LOAN] |
A | 1 | 11/04/08 | 5.55 | 0.00 | 5.55 | 5.55 | 0.54 | 0-5: 85.00 | ||
|
Allianz Life of NY
Custom Choice 10 (5) High-Band [MVA, LOAN] |
A | 1 | 11/04/08 | 5.55 | 0.00 | 5.55 | 5.55 | 0.54 | 0-5: 85.00 | ||
|
Allianz Life
Custom Choice 10 (5) High-Band [LOAN] |
A | 5 | 11/04/08 | 5.55 | 0.00 | 5.55 | 5.55 | 4.27 |
0-75: 5.00 76-85: 2.50 |
||
|
Allianz Life
Custom Choice 10 (3) Mid-Band [LOAN] |
A | 3 | 11/04/08 | 5.55 | 0.00 | 5.55 | 5.55 | 3.76 |
0-75: 5.00 76-85: 2.50 |
||
|
Allianz Life of NY
Custom Choice 10 Mid-Band [MVA, LOAN] |
A | 1 | 11/04/08 | 5.30 | 2.00 | 7.30 | 5.50 | 0.71 | 0-5: 85.00 | ||
|
Allianz Life
Custom Choice 10 Mid-Band [LOAN] |
A | 1 | 11/04/08 | 5.30 | 2.00 | 7.30 | 5.50 | 3.42 |
0-75: 5.00 76-85: 2.50 |
||
|
Fixed AnnuitiesRESOURCES FOR IMS AGENTS ONLY |
|
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