Source Brokerage Inc.
www.sourcebrok.com

Fixed Annuities
Adam Frechette
(800) 543-7167 Ext. 230
afrechette@sourcebrok.com
 
 
 
State
 Premium
 Qual
 Rating
 Company
 Rate Gtd
 Age
 Comm
%

Showing 1-20 of 343    Display: Print/Save |<  <<   Page 1 of 18   >>   >|
Company / Product Name AM
Best 		Years
Gtd 		Last
Change 		Base
Rate 		Bonus
Rate 		Current
Rate 		Premium
Bonus 		Effective
Rate 		CUR GTD Commissions
Age: Rate 		Additional
Information
Yield to Surrender
Surrender Charges Last 17 Years
American Equity Investment Life Insurance Company
Bonus Gold (Index-1-05 & Index-7-05-OK)
A- 1 07/20/10 3.30 0.00 3.30 10.00 13.63 3.88 3.60 0-75: 8.20+
76-80: 6.15+ 		Request Broker Kit
Surrender Charges Last 16 Years
American Equity Investment Life Insurance Company
Bonus Gold (Index 1-07)
A- 1 07/20/10 2.70 0.00 2.70 10.00 12.97 3.31 3.60 0-75: 6.00+
76-80: 4.50+ 		Request Broker Kit
Surrender Charges Last 15 Years
American Equity Investment Life Insurance Company
Premier Eagle 10 (FPDA-7-08)
A- 1 07/20/10 2.70 0.00 2.70 3.00
to 10.00 		12.97 3.35 1.76 0-75: 6.00+
76-80: 4.50+ 		Request Broker Kit
Life of the Southwest
SecurePlus Accumulator 5
A 1 07/22/10 2.45 5.00 7.45 5.00 12.82 3.11 3.11 0-70: 7.00+
71-75: 6.00+
76-80: 4.00+ 		Request Broker Kit
Life of the Southwest
SecurePlus Platinum [TSA, LOAN]
A 1 07/22/10 2.50 0.00 2.50     2.50 2.45 0-70: 10.00+
71-75: 9.00+
76-80: 8.00+ 		Request Broker Kit
Life of the Southwest
Retire Four
A 1 07/22/10 2.40 1.00 3.40     2.47 1.58 0-70: 11.00+
71-75: 9.00+ 		Request Broker Kit
Surrender Charges Last 14 Years
North American Company
Freedom Choice (5%) 14 High-Band [TSA, MVA, LOAN]
A+ 1 09/01/10 3.90 0.00 3.90     3.90 1.30 0-75: 5.50+ Request Broker Kit
North American Company
Freedom Choice 14 High-Band [TSA, MVA, LOAN]
A+ 1 09/01/10 3.55 0.00 3.55     3.55 1.27 0-75: 5.50+ Request Broker Kit
North American Company
Freedom Choice (5%) 14 Low-Band [TSA, MVA, LOAN]
A+ 1 09/01/10 3.55 0.00 3.55     3.55 1.27 0-75: 5.50+ Request Broker Kit
North American Company
North American Flex III [MVA, LOAN]
A+ 1 09/01/10 2.55 0.00 2.55 10.00 12.81 3.25 2.74 0-75: 4.50+ Request Broker Kit
American Equity Investment Life Insurance Company
Retirement Gold (02-09)
A- 1 07/20/10 2.50 0.00 2.50 5.00
to 10.00 		12.75 3.20 1.80 0-78: 6.00+ Request Broker Kit
North American Company
Freedom Choice 14 Low-Band [TSA, MVA, LOAN]
A+ 1 09/01/10 3.15 0.00 3.15     3.15 1.25 0-75: 5.50+ Request Broker Kit
North American Company
North American Prizm Plus 14 [TSA, MVA, LOAN]
A+ 1 09/01/10 2.15 0.00 2.15 10.00 12.37 2.85 1.87 0-75: 7.50+ Request Broker Kit
North American Company
Precision 14 [TSA, MVA, LOAN]
A+ 1 09/01/10 2.15 0.00 2.15 10.00 12.37 2.85 1.87 0-75: 7.50+ Request Broker Kit
North American Company
Charter 14 [TSA, MVA, LOAN]
A+ 1 09/01/10 2.15 0.00 2.15 10.00 12.37 2.85 1.87 0-75: 7.50+ Request Broker Kit
Americo
Ultimate One Index 9 Bonus (PA) [LOAN]
A- 1 08/01/10 2.50 0.00 2.50 4.00 6.60 2.79 2.32 Request Broker Kit
EquiTrust Life Insurance Company
Market Power Bonus Index [MVA]
B+ 1 09/02/10 2.00 0.00 2.00 10.00 12.20 2.70 2.70 0-80: 8.50+ Request Broker Kit
EquiTrust Life Insurance Company
MarketTwelve Bonus [MVA]
B+ 1 09/02/10 1.50 0.00 1.50 6.00 7.59 1.92 2.39 0-80: 9.00 Request Broker Kit
Surrender Charges Last 12 Years
American Equity Investment Life Insurance Company
FPDA-11 (MVA) [MVA]
A- 1 07/20/10 3.00 0.00 3.00 6.00 9.18 3.50 3.50 0-75: 3.75+
76-80: 2.81+ 		Request Broker Kit
American Equity Investment Life Insurance Company
FPDA-10 (MVA) [MVA]
A- 1 07/20/10 3.00 0.00 3.00 2.00 5.06 3.17 3.17 0-75: 7.50+
76-80: 5.63+ 		Request Broker Kit
Showing 1-20 of 343    Display: Page:   1 | 2 | 3 | 4 | 5 | 6 .. 18

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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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