Source Brokerage Inc.
www.sourcebrok.com

Fixed Annuities
Julie Adams
(800) 543-7167 Ext. 233
jadams@sourcebrok.com
 
 
 
State
 Premium
 Qual
 Rating
 Company
 Rate Gtd
 Age
 Comm
%

Showing 1-20 of 159    Display: Print/Save |<  <<   Page 1 of 8   >>   >|
Company / Product Name AM
Best 		Years
Gtd 		Last
Change 		Base
Rate 		Bonus
Rate 		Current
Rate 		Premium
Bonus 		Bail Out Effective
Rate 		CUR GTD Commissions
Age: Rate 		Additional
Information
Yield to Surrender
Surrender Charges Last 15 Years
American Equity Investment Life Insurance Company
Premier Eagle 10 (FPDA-7-08)
A- 1 10/08/11 2.00 0.00 2.00 3.00
to 10.00 		12.20 2.20
to 2.65 		1.73
to 2.18 		0-75: 5.00+
76-80: 3.75+ 		Request Broker Kit
Life of the Southwest
Retire Four
A 1 09/22/11 2.00 1.00 3.00     2.07 1.13 0-70: 11.00+
71-75: 9.00+ 		Request Broker Kit
National Western Life
NWL Future Assurance [LOAN]
A 1 12/01/11 1.00 0.00 1.00 2.00
to 10.00 		11.10 1.13
to 1.64 		1.13
to 1.64 		0-75: 5.00+
76-80: 3.00+ 		Request Broker Kit
Surrender Charges Last 14 Years
North American Company
North American Flex III [MVA, LOAN]
A+ 1 01/19/12 1.85 0.00 1.85 10.00 12.03 2.55 1.75 0-75: 4.50+ Request Broker Kit
National Western Life
NWL Benefit Assurance [LOAN]
A 1 12/01/11 1.00 0.00 1.00 4.00
to 5.00 		6.05 1.28
to 1.35 		1.28
to 1.35 		0-75: 8.00+
76-80: 6.00+
81-85: 3.50+ 		Request Broker Kit
Surrender Charges Last 12 Years
American Equity Investment Life Insurance Company
FPDA-10 (MVA) [MVA]
A- 1 10/08/11 2.25 0.00 2.25 2.00 4.30 2.42 2.42 0-75: 6.00+
76-80: 4.50+ 		Request Broker Kit
Life of the Southwest
RetireThree
A 1 09/22/11 1.75 0.00 1.75     1.75 1.06 0-70: 10.00
71-75: 9.00
76-80: 5.00 		Request Broker Kit
Life of the Southwest
RetireMax FPDA 3 403(b) [TSA, LOAN]
A 1 09/22/11 1.75 0.00 1.75     1.75 1.06
Call
 Request Broker Kit
Surrender Charges Last 10 Years
American Equity Investment Life Insurance Company
Premier Eagle 12 (FRG-2-09)
A- 1 10/08/11 1.60 0.00 1.60 9.00 10.74 2.48 1.93 0-78: 6.00+ Request Broker Kit
American General Life Insurance Company
AG HorizonMYG (CA)
A 6 01/30/12 2.00 4.00 6.00     2.39 2.39 0-75: 7.50+
76-80: 5.00+
81-85: 3.00+ 		Request Broker Kit
Next Rate: 02/06/12 2.00 4.00 6.00   2.39 2.39 No Change  
North American Company
North American Flex II [MVA, LOAN]
A+ 1 01/19/12 1.80 0.00 1.80 5.00 6.89 2.30 1.57 0-75: 4.50+
76-79: 3.38+ 		Request Broker Kit
American National Insurance Company
Palladium Century 7
A 1 02/01/12 1.55 7.00 8.55     2.23 1.73 0-74: 5.00+
75-80: 3.00+ 		Request Broker Kit
North American Company
Boomer Annuity [MVA, LOAN]
A+ 1 01/19/12 1.65 0.00 1.65 5.00 6.73 2.15 1.56 0-80: 7.00+
81-80: 5.25+ 		Request Broker Kit
Aviva Life & Annuity (MultiChoice Series)
Freedom Plus (1-Year) High-Band
A 1 01/06/12 1.55 0.00 1.55 2.00
to 5.00 		6.63 1.75
to 2.05 		1.26
to 1.55 		0-75: 6.50+
76-78: 4.50+ 		Request Broker Kit
American National Insurance Company
Palladium Century 5
A 1 02/01/12 1.55 5.00 6.55     2.04 1.54 0-74: 6.00+
75-80: 3.50+ 		Request Broker Kit
Aviva Life & Annuity (Income Series)
Income Select Spirit Bonus (1-Year) High-Band
A 1 01/06/12 1.60 0.00 1.60 4.00 5.66 2.00 1.46 0-75: 6.00+
76-78: 4.00+ 		Request Broker Kit
Aviva Life & Annuity (MultiChoice Series)
Freedom Xtra (1-Year) High-Band
A 1 01/06/12 1.60 0.00 1.60 4.00 5.66 2.00 1.46 0-75: 6.00+
76-78: 4.00+ 		Request Broker Kit
Life of the Southwest
Retire Five
A 1 09/22/11 1.50 5.00 6.50     1.99 1.54 0-70: 6.55+
71-75: 5.15+
76-80: 4.14+ 		Request Broker Kit
Life of the Southwest
RetireMax Millenium Flex [LOAN]
A 1 09/22/11 1.50 5.00 6.50     1.99 1.54
Call
 Request Broker Kit
Life of the Southwest
RetireMax Millennium Plus [LOAN]
A 1 09/22/11 1.50 5.00 6.50     1.99 1.54 0-70: 6.00+
71-75: 4.50+
76-80: 3.50+ 		Request Broker Kit
Showing 1-20 of 159    Display: Page:   1 | 2 | 3 | 4 | 5 | 6 .. 8

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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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