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% | Surrender Charges Last 5 Years | |||
| 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 4.00% | ||||
| 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 4.00% | ||||
| 5 | 1.25 | 100.00 | $1,064 | up to 5.00% | ||||
| 5 | 1.25 | 100.00 | $1,064 | up to 5.00% | ||||
| 5 | 2.75 | 87.50 | $1,002 | up to 3.00% | ||||
| 5 | 2.75 | 87.50 | $1,002 | up to 3.00% | ||||
| 5 | 2.00 | 90.00 | $ 994 | up to 5.00% | ||||
| 5 | 1.95 | 90.00 | $ 991 | up to 4.00% | ||||
| 5 | 1.00 | 87.50 | $ 920 | up to 5.00% | ||||
| 5 | up to 3.25% | |||||||
| 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 | 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 | 2.00 | 90.00 | $1,014 | up to 5.00% | ||||
| 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% | |||
| 6 | 1.75 | 87.50 | $ 971 | up to 6.00% | ||||
| 6 | 1.75 | 87.50 | $ 971 | up to 6.00% | ||||
| 6 | 3.00 | 1.00 | 87.50 | $ 957 | up to 5.00% | |||
| 6 | 3.00 | 1.00 | 87.50 | $ 957 | up to 5.00% | |||
| 6 | 1.00 | 1.00 | 87.50 | $ 938 | up to 4.00% | |||
| 6 | 1.10 | 87.50 | $ 934 | up to 5.50% | ||||
| 6 | 1.10 | 87.50 | $ 934 | up to 5.50% | ||||
| 6 | 1.10 | 87.50 | $ 934 | up to 5.50% | ||||
| 6 | 1.10 | 87.50 | $ 934 | up to 5.50% | ||||
| 6 | 1.00 | 87.50 | $ 929 | up to 6.00% | ||||
| 6 | 1.00 | 87.50 | $ 929 | up to 6.00% | ||||
| 6 | up to 4.00% | |||||||
| 6 | up to 4.00% | |||||||
| 6 | 3.00 | 87.50 | up to 4.13% | Surrender Charges Last 7 Years | ||||
| 7 | 3.00 | 100.00 | $1,230 | up to 5.50% | ||||
| 7 | 3.00 | 100.00 | $1,230 | up to 5.50% | ||||
| 7 | 1.00-2.00 | 100.00 | $1,149 | up to 5.50% | ||||
| 7 | 3.00 | 1.00-1.10 | 100.00 | $1,112 | up to 5.00% | |||
| 7 | 1.50 | 100.00 | $1,110 | up to 7.00% | ||||
| 7 | 1.50 | 100.00 | $1,110 | up to 6.00% | ||||
| 7 | 1.50 | 100.00 | $1,110 | up to 6.00% | ||||
| 7 | 1.50 | 100.00 | $1,110 | up to 4.00% | ||||
| 7 | 3.00 | 90.00 | $1,107 | up to 5.00% | ||||
| 7 | 3.00 | 90.00 | $1,107 | up to 5.00% |
|
Fixed Indexed BriefRESOURCES FOR IMS AGENTS ONLY |
|
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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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