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 |
|---|---|---|---|---|---|---|---|---|
| 3 | 3.00 | 90.00 | $ 983 | up to 1.00% | ||||
| 3 | 3.00 | 90.00 | $ 983 | up to 1.00% | ||||
| 3 | 3.00 | 90.00 | $ 983 | up to 1.00% | ||||
| 3 | 3.00 | 90.00 | Surrender Charges Last 5 Years | |||||
| 5 | 1.50 | 100.00 | $1,077 | up to 3.45% | ||||
| 5 | 1.50 | 100.00 | $1,077 | up to 3.45% | ||||
| 5 | 1.50 | 100.00 | $1,077 | up to 4.00% | ||||
| 5 | 1.50 | 100.00 | $1,077 | up to 4.00% | ||||
| 5 | 1.50 | 100.00 | $1,077 | up to 3.45% | ||||
| 5 | 1.50 | 100.00 | $1,077 | up to 3.45% | ||||
| 5 | 1.25 | 100.00 | $1,064 | up to 5.00% | ||||
| 5 | 1.25 | 100.00 | $1,064 | up to 5.00% | ||||
| 5 | 1.00 | 100.00 | $1,051 | up to 3.00% | ||||
| 5 | 1.00 | 100.00 | $1,051 | up to 3.00% | ||||
| 5 | 2.75 | 87.50 | $1,002 | up to 3.00% | ||||
| 5 | 2.75 | 87.50 | $1,002 | up to 3.00% | ||||
| 5 | 1.00 | 87.50 | $ 920 | up to 5.00% | ||||
| 5 | up to 3.25% | |||||||
| 5 | 3.00 | 90.00 | ||||||
| 5 | up to 5.00% | Surrender Charges Last 6 Years | ||||||
| 6 | 1.75 | 100.00 | $1,110 | up to 3.50% | ||||
| 6 | 1.75 | 100.00 | $1,110 | up to 3.50% | ||||
| 6 | 1.50-3.00 | 90.00 | $1,075 | 09/01/10 | up to 5.00% | |||
| 6 | 3.00 | 90.00 | $1,075 | up to 3.50% | ||||
| 6 | 3.00 | 90.00 | $1,075 | up to 3.50% | ||||
| 6 | 3.00 | 90.00 | $1,075 | up to 3.50% | ||||
| 6 | 1.25-2.00 | 90.00 | $1,014 | up to 4.00% | ||||
| 6 | 1.25-2.00 | 90.00 | $1,014 | up to 4.00% | ||||
| 6 | 3.00 | 1.75 | 87.50 | $1,000 | up to 5.00% | |||
| 6 | 3.00 | 1.75 | 87.50 | $1,000 | up to 5.00% |
|
Fixed Indexed BriefRESOURCES FOR IMS AGENTS ONLY |
|
Seek complete details and the suitability of any product from a qualified licensed insurance professional. Verify with your MGA all interest rates, state approvals, and commissions prior to contracting. Changes may occur without notice.
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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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