Fixed Indexed Brief

RESOURCES FOR IMS AGENTS ONLY
Product Detail
Package your Forms Collection
State
Premium Qual
 
Rating
Company
Rate Gtd
Age
Comm
%

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Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 7 Years
OM Financial Life Ins. Co.
Spectrum Rewards Choice 7
7 1.00 100.00 $1,072 up to 7.00%
Surrender Charges Last 9 Years
OM Financial Life Ins. Co.
Spectrum Choice 9 Bonus
9 3.00 1.10 103.00 $1,171 up to 9.00%
Surrender Charges Last 12 Years
OM Financial Life Ins. Co.
Loyalty Rewards Escalator 12
12 1.00 1.00 87.50 $ 996 up to 7.50%

Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 3 Years
ING USA Annuity and Life
ING Envoy Three Fixed Index Annuity Low-Band [MVA]
3 2.00 100.00 $1,061 up to 1.00%
ING USA Annuity and Life
ING Envoy Three Fixed Index Annuity High-Band [MVA]
3 2.00 100.00 $1,061 up to 1.00%
Forethought Financial
Forethought Destination Indexed 3 Low-Band [MVA]
3 3.00 90.00 $ 983 up to 2.00%
Forethought Financial
Forethought Destination Indexed 3 Mid-Band [MVA]
3 3.00 90.00 $ 983 up to 2.00%
Forethought Financial
Forethought Destination Indexed 3 High-Band [MVA]
3 3.00 90.00 $ 983 up to 2.00%
Surrender Charges Last 4 Years
OM Financial Life Ins. Co.
Safety Index 4 Low-Band
4 3.00 100.00 $1,126 up to 3.00%
OM Financial Life Ins. Co.
Safety Index 4 High-Band
4 3.00 100.00 $1,126 up to 3.00%
Surrender Charges Last 5 Years
Standard Life of Indiana
Strategist 5
5 3.00 100.00 $1,159 up to 2.50%
West Coast Life
Index Advantage II 5 Low-Band
5 2.55 100.00 $1,134 up to 4.50%
West Coast Life
Index Advantage II 5 High-Band
5 2.55 100.00 $1,134 up to 4.50%
West Coast Life
Index Advantage Annuity 5 Low-Band
5 2.55 100.00 $1,134 up to 4.50%
West Coast Life
Index Advantage Annuity 5 High-Band
5 2.55 100.00 $1,134 up to 4.50%
Life of the Southwest
SecurePlus Saver [TSA]
5 2.25 100.00 $1,118 up to 4.00%
Lincoln Benefit Life
Saver's Index Annuity Plus Low-Band
5 2.00 100.00 $1,104 up to 4.00%
Lincoln Benefit Life
Saver's Index Annuity Plus High-Band
5 2.00 100.00 $1,104 up to 4.00%
Lincoln Benefit Life
Saver's Index Annuity Plus (ROP) Low-Band
5 2.00 100.00 $1,104 up to 4.00%
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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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