Source Brokerage Inc.
www.sourcebrok.com

Fixed Indexed Annuities

Adam Frechette
(800) 543-7167 Ext. 230
 
 
 
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Rating
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SC yrs
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Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 17 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index-1-05 & Index-7-05-OK)
17 yrs (NQ) 10.00% 3.00% 87.50% 04/01/09
S&P 500 Annual Point-to-Point w/ CAP Dow Jones Annual Point-to-Point
Lehman Brothers U.S. Aggregate Annual Point-to-Point S&P 500 Monthly Average w/ PR
S&P 500 Annual Point-to-Point w/ PR Dow Jones Annual Monthly Average
Fixed @ 3.35% S&P 500 Monthly Point-to-Point
S&P 500 Monthly Average w/ CAP
Surrender Charges Last 16 Years
Amer. Equity Investment Life Ins. Co.
Bonus Gold (Index 1-07)
16 yrs 80 10.00% 3.00% 87.50% 04/01/09
1-Year S&P 500 Monthly Average PR 1-Year S&P 500 Point-to-Point Cap
1-Year S&P 500 Monthly Point-to-Point Fixed Value @ 3.35%
1-Year S&P 500 Monthly Average Cap 1-Year S&P 500 Point-to-Point PR
1-Year Dow Jones Monthly Average Cap 1-Year Dow Jones Point-to-Point Cap
1-Year Lehman U.S. Aggregate 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 06/29/09 0-70: 7.00
71-75: 6.00
76-80: 4.00
Average Index Account Declared Interest Account @ 4.00%
Ending Index Account
Life of the Southwest
SecurePlus Platinum
15 yrs 80 2.45% 87.50% $1,258 06/29/09 0-70: 10.00
71-75: 9.00
76-80: 8.00
Average Index Account Ending Index Account
Declared Interest Account @ 4.30%
Surrender Charges Last 14 Years
Americo
Ultimate One Index 9 Bonus (PA)
14 yrs (NQ) 4.00% 2.00% 100% $1,372 06/01/09
S&P 500 Point-to-Point w/ Participation S&P 500 Monthly Averaging w/ Participation
Fixed @ 2.75% S&P 500 Monthly Averaging w/ Cap
S&P 500 Point-to-Point w/ Cap
Annuity Investors Life (Great Amer. Life)
FlexMax 14
14 yrs 80 5.00% 2.00% 90.00% $1,247 06/22/09
Qualified
0-55: 8.00
56-70: 4.75
Non-Qualified
0-55: 8.00
56-70: 4.75
71-80: 3.95
1 Year S&P 500 Annual Point-to-Point Declared Rate Strategy @ 2.90%
EquiTrust Life Ins. Co.
Market Power Bonus Index
14 yrs 80 10.00% 3.00% 87.50% $1,456 06/19/09
1 Year S&P 500 Monthly Average Participation 1-Year S&P 500 Daily Average Cap
1-Year S&P 500 Monthly Cap 1-Year S&P 500 Point-to-Point Cap
1-Year Interest Account @ 3.50%
North American Company
Charter 14
14 yrs 75 11.00% 2.00% 100% $1,465 03/30/09 0-75: 8.50
1-Year Hindsight Index Strategy 1-Year Lehman Bros. US Aggregate
1-Year Russell 2000 Annual Daily Average 1-Year S&P 400 Annual Daily Average
1-Year S&P 500 Annual Daily Average 1-Year NASDAQ-100 Monthly Point-to-Point
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 Daily Average
1-Year Nasdaq-100 Annual Point-to-Point 1-Year Dow Jones Annual Point-to-Point
1-Year Russell 2000 Annual Point-to-Point 1-Year Dow Jones EuroStoxx 50 Point-to-Point
1-Year Fixed @ 3.00%
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point NADAQ 100
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Monthly Point-to-Point S&P 500
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point S&P 400
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point DJIA
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Fixed @ 5.10%
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point LB U.S. Aggregate 1-Year Annual Point-to-Point S&P 500
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point Russell 2000
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point DJ EuroSTOXX 50 1-Year Fixed @ 4.75%
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point S&P 500
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point NADAQ 100
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point DJ EuroSTOXX 50
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point S&P 400
1-Year Annual Point-to-Point Russell 2000
North American Company
Freedom Choice (5%) 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Annual Point-to-Point LB U.S. Aggregate 1-Year Annual Point-to-Point DJIA
1-Year Monthly Point-to-Point S&P 500
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point S&P 500
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point NADAQ 100
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point DJ EuroSTOXX 50
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point Russell 2000 1-Year Anual Point-to-Point DJ EuroSTOXX 50
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point NADAQ 100
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Monthly Point-to-Point S&P 500 1-Year Anual Point-to-Point DJIA
1-Year Anual Point-to-Point LB U.S. Aggregate
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point S&P 400 1-Year Monthly Point-to-Point NASDAQ 100
1-Year Fixed @ 4.75%
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point S&P 500
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Monthly Point-to-Point S&P 500 1-Year Anual Point-to-Point LB U.S. Aggregate
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Fixed @ 4.35%
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point DJIA
North American Company
Freedom Choice 14 -Low
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point S&P 400 1-Year Monthly Point-to-Point NASDAQ 100
North American Company
Freedom Choice 14 -High
14 yrs 75 3.00% 87.50% $1,324 03/30/09 0-75: 5.50
1-Year Anual Point-to-Point Russell 2000
North American Company
North American Classic Plus
14 yrs 75 10.00% 3.00% 87.50% $1,456 03/30/09 0-75: 7.00
1-Year NASDAQ-100 Point-to-Point 1-Year S&P 500 Point-to-Point
1-Year Fixed @ 3.35% 1-Year NASDAQ 100 Monthly Point-to-Point
1-Year S&P 500 Monthly Point-to-Point 1-Year S&P 500 Daily Average
1-Year DJIA Point-to-Point 1-Year S&P 400 Daily Average
1-Year S&P 400 Point-to-Point 1-Year Russell 2000 Point-to-Point
1-Year DJIA Daily Average 1-Year Russell 2000 Daily Average
North American Company
North American Prizm 14
14 yrs 75 2.00% 100% $1,319 03/30/09 0-75: 8.50