Source Brokerage, Inc.
P O Box 26580
Indianapolis, IN 46226

Fixed Indexed Annuities

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Adam Frechette
(800)543-7167 ext. 230
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Qual
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Rating
Company
SC yrs
Age
Comm
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Showing 1-20 of 142    Display: Print/Save |<  <<   Page 1 of 8   >>   >|
Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 16 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index 1-07)
16 yrs 85 10.00% 06/02/08
Qualified
0-75: 8.00
76-80: 6.75
Non-Qualified
0-75: 8.00
76-80: 6.75
81-85: 4.50
1-Year Lehman U.S. Aggregate Point-to-Point 1-Year Dow Jones Monthly Average Cap
1-Year Dow Jones Point-to-Point Cap 1-Year S&P 500 Point-to-Point PR
Fixed Value @ 3.25% 1-Year S&P 500 Monthly Average Cap
1-Year S&P 500 Point-to-Point Cap 1-Year S&P 500 Monthly Average PR
1-Year S&P 500 Monthly Point-to-Point
Surrender Charges Last 15 Years
Life of the Southwest
SecurePlus Accumulator 5
15 yrs 75 5.00% 2.45% 87.50% $1,321 12/29/08 0-70: 7.00
71-75: 6.00
76-80: 4.00
Declared Interest Account @ 4.95% Average Index Account
Ending Index Account
Life of the Southwest
SecurePlus Platinum
15 yrs 80 2.45% 87.50% $1,258 12/22/08 0-70: 10.00
71-75: 9.00
76-80: 8.00
Declared Interest Account @ 5.35% Ending Index Account
Average Index Account
Surrender Charges Last 14 Years
Annuity Investors Life (Great Amer. Life)
FlexMax 14
14 yrs 80 7.50% 3.00% 90.00% $1,463 12/04/08 0-55: 9.75
56-70: 6.75
71-80: 5.90
Purchase Payment Account @ 3.10% One Year Point-to-Point
Fixed @ 3.10%
EquiTrust Life Ins. Co.
Market Power Bonus Index
14 yrs 80 10.00% 3.00% 87.50% $1,456 10/28/08 0-80: 8.50
Fixed @ 3.25% 1-Year S&P 500 Monthly Cap
1-Year S&P 500 Point-to-Point Cap 1 Year Monthly Average Participation
2-Year Monthly Averaging 1-Year S&P 500 Daily Average Cap
North American Company
Charter 14
14 yrs 75 11.00% 2.00% 100% $1,465 01/05/09 0-75: 8.50
1-Year NASDAQ-100 Monthly Point-to-Point 1-Year S&P 500 Annual Daily Average
1-Year S&P 400 Annual Daily Average 1-Year Russell 2000 Annual Daily Average
1-Year Hindsight Index Strategy 1-Year Lehman Bros. US Aggregate
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Daily Average
1-Year S&P 400 Annual Point-to-Point 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 500 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point 1-Year Fixed @ 3.00%
1-Year Dow Jones EuroStoxx 50 Point-to-Point
North American Company
Precision 14
14 yrs 75 10.00% 2.00% 100% $1,451 01/05/09 0-75: 8.50
Dow Jones EuroStoxx 50 Point-to-Point Dow Jones Annual Daily Average
S&P 400 Annual Daily Average Nasdaq -100 Monthly Point-to-Point
Russell 2000 Annual Daily Average S&P 500 Monthly Point-to-Point Cap
Lehman Bros. US Aggregate S&P 500 Annual Point-to-Point
1 - Year Hindsight Index Strategy Nasdaq-100 Annual Point-to-Point
Dow Jones Annual Point-to-Point Fixed @ 3.00%
S&P 400 Annual Point-to-Point S&P 500 Annual Daily Average
Russell 2000 Annual Point-to-Point
Surrender Charges Last 12 Years
Amer. Equity Investment Life Ins. Co.
Future Gold (Index 4-05)
12 yrs 85 3.00% 87.50% 06/02/08
Qualified
0-75: 10.50
76-80: 5.25
Non-Qualified
0-75: 10.50
76-80: 7.87
81-UP: 5.25
Fixed @ 3.25% 1-Year Lehman U.S. Aggregate Point-to-Point
1-Year S&P 500 Monthly Average PR 1-Year S&P 500 Point-to-Point PR
1-Year S&P 500 Monthly Point-to-Point 1-Year S&P 500 Monthly Average Cap
1-Year S&P 500 Point-to-Point Cap
Amer. Equity Investment Life Ins. Co.
Income Gold (Index 3-07)
12 yrs 85 5.00% 06/02/08
Qualified
0-75: 7.50
76-80: 5.62
Non-Qualified
0-75: 7.50
76-80: 5.62
81-85: 3.75
1-Year S&P 500 Point-to-Point PR 1-Year S&P 500 Point-to-Point Cap
Fixed @ 3.25% 1-Year S&P 500 Monthly Average Cap
1-Year Dow Jones Point-to-Point Cap 1-Year S&P 500 Monthly Point-to-Point Cap
1-Year S&P 500 Monthly Average PR 1-Year Lehman U.S. Aggregate Point-to-Point Cap
1-Year Dow Jones Monthly Average Cap
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 12
12 yrs 85 4.00% 3.00% 90.00% $1,335 12/08/08 0-75: 9.00
76-80: 5.00
81-85: 3.50
1-Year Term Account 2-Year Term Account
Fixed @ 4.60%
Annuity Investors Life (Great Amer. Life)
FlexMax 12
12 yrs 85 3.00% 90.00% $1,283 12/04/08
Qualified
0-60: 9.25
61-70: 6.75
Non-Qualified
0-60: 9.25
61-85: 6.75
One Year Point-to-Point Declared Rate Strategy @ 3.15%
Purchase Payment Account @ 3.15%
Life of the Southwest
SecurePlus Premier 8
12 yrs 80 3.00% 2.25% 100% $1,345 12/29/08 0-75: 8.00
76-80: 5.00
81-85: 4.00
S&P 500 Ending Index Rate Option 2 Russell 2000 Ending Index Rate Option 1
Declared Fixed Account @ 4.20% S&P 500 Ending Index Rate Option 1
1-Year S&P 500 Average Russell 2000 Ending Index Rate Option 2
Lincoln Financial Group
Lincoln OptiPoint 12 -Low
12 yrs 75 4.00% 2.00% 88.00% $1,161 12/08/08 0-75: 8.00
Performance Triggered 2-Year Monthly Cap
Fixed @ 4.30% 2-Year Point to Point
Lincoln Financial Group
Lincoln OptiPoint 12 -High
12 yrs 75 4.00% 2.00% 88.00% $1,161 12/08/08 0-75: 8.00
Fixed @ 4.30% 2-Year Point to Point
Performance Triggered 2-Year Monthly Cap
Surrender Charges Last 10 Years
American National Ins. Co.
Value Lock 10
10 yrs 80 2.00% 1.75% 88.70% $1,076 01/01/09 0-75: 10.00
76-80: 8.00
S&P 500 10 Year Point-to-Point
Sun Life Financial
MultiPoint 1
10 yrs 85 1.75-3.00% 90.00% $1,210 12/22/08 0-80: 1.00
81-85: 0.50
1-Year

86% Liquidity Day One of the Contract!  Sunlife's #1 Selling Index Annuity

Sun Life Financial
MultiPoint 10
10 yrs 85 1.75% 90.00% $1,071 12/22/08 0-80: 10.00
81-85: 6.00
10-Year

86% Liquidity Day One of the Contract!  Sunlife's #1 Selling Index Annuity

Sun Life Financial
MultiPoint 10 -High
10 yrs 85 1.75% 90.00% $1,071 12/22/08 0-80: 10.00
81-85: 6.00
10-Year
Life of the Southwest
SecurePlus Flex - Gold (H)
10 yrs 85 (NQ) 0.00 12/22/08 0-75: 7.00
76-80: 5.00
81-85: 3.00
Interest Account @ 1.95% 1-Year SP & 500 Point-to-Point
Lincoln Benefit Life
Savers Index III -Low
10 yrs 85 (NQ) 3.00% 90.00% $1,210 12/22/08 0-75: 8.00
76-90: 5.50
Account B Option 1
Showing 1-20 of 142    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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