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Fixed Indexed Annuities

 
 
 
State
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Rating
Company
SC yrs
Age
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Showing 1-20 of 246    Display: Print/Save |<  <<   Page 1 of 13   >>   >|
Company / Product SC Years Issue
Age
Premium
Bonus
Min Rate % Premium Return per $1000 Last Change Commissions
Age: Rate
Surrender Charges Last 10 Years
Allianz Life
MasterDex 5 Plus Annuity
10 yrs 85 5.00% 1.00% 87.50% $1,015 12/02/08 0-75: 8.00
76-80: 6.00
81-85: 4.00
1 Year S&P 500 Point-to-Point Cap 1 Year FTSE 100 Monthly Average Spread
Fixed @ 3.50% 1 Year S&P 500 Monthly Cap
1 Year Blended Point-to-Point Cap 1 Year S&P 500 Monthly Average Spread
1 Year Blended Monthly Average Spread 1 Year Nasdaq 100 Point-to-Point Cap
1 Year FTSE 100 Point-to-Point Cap 1 Year Nasdaq 100 Monthly Average Spread
1 Year Nasdaq 100 Monthly Cap 1 Year FTSE 100 Monthly Cap
Amer. General Life Ins. Co.
AIG Global Bonus Index
10 yrs 80 5.00% 3.00% 100% $1,411 12/08/08 0-75: 7.00
76-80: 4.50
Annual Point-to-Point Account with Participatin Rate Global Multiple Index Account with Cap

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
North American Company
Freedom Choice (5%) 14 -Low
14 yrs 75 3.00% 87.50% $1,324 01/05/09 0-75: 5.50
1-Year Annual Point-to-Point Russell 2000 1-Year Annual Point-to-Point DJ EuroSTOXX 50
1-Year Fixed @ 5.00% 1-Year Annual Point-to-Point S&P 500
1-Year Monthly Point-to-Point NASDAQ 100 1-Year Annual Point-to-Point S&P 400
1-Year Annual Point-to-Point NADAQ 100 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
North American Classic Plus
14 yrs 75 10.00% 3.00% 87.50% $1,456 01/05/09 0-75: 7.00
1-Year Russell 2000 Point-to-Point 1-Year DJIA Daily Average
1-Year Russell 2000 Daily Average 1-Year DJIA Point-to-Point
1-Year S&P 500 Daily Average 1-Year S&P 400 Point-to-Point
1-Year S&P 400 Daily Average 1-Year S&P 500 Monthly Point-to-Point
1-Year NASDAQ 100 Monthly Point-to-Point 1-Year Fixed @ 3.60%
1-Year S&P 500 Point-to-Point 1-Year NASDAQ-100 Point-to-Point
Surrender Charges Last 10 Years
Reliance Standard Life
Keystone 10 Index Annuity
10 yrs 85 2.00% 100% $1,219 10/16/08 0-80: 8.50
81-85: 6.80
1-Year Point-to-Point - Capped 1-Year Monthly Average - Capped
Fixed Interest Strategy @ 4.20% 1-Year Point-to-Point - Participation Rate
1-Year Monthly Average - Participation Rate
Surrender Charges Last 7 Years
Genworth Life Ins. Co.
Secure Living Classic -Low
7 yrs 85 1.50% 100% $1,110 12/17/08 0-75: 5.00
76-79: 2.70
80-85: 1.05
S&P 500 Annual Point-to-Point
Genworth Life Ins. Co.
Secure Living Classic -High
7 yrs 85 1.50% 100% $1,110 12/17/08 0-75: 5.00
76-79: 2.70
80-85: 1.05
S&P 500 Annual Point-to-Point
Americo
Ultimate One Index 7
7 yrs 0 (NQ) 1.50% 100% $1,110 01/01/09 0-80: 7.00
81-85: 5.00
Point-to-Point with Cap Monthly Averaging with Spread
Point-to-Point with Participation Monthly Averaging with Participation Rate
Fixed @ 3.00%
Lincoln Financial Group
Lincoln OptiChoice 7 -Low
7 yrs 85 1.50% 91.00% $1,010 12/08/08 0-75: 6.00
76-80: 4.50
81-85: 3.00
Fixed @ 4.50% 1-Year Monthly Cap
1-Year Point-to-Point 1-Year Monthly Average
Lincoln Financial Group
Lincoln OptiChoice 7 -High
7 yrs 85 1.50% 91.00% $1,010 12/08/08 0-75: 6.00
76-80: 4.50
81-85: 3.00
1-Year Point-to-Point 1-Year Monthly Average
Fixed @ 4.65% 1-Year Monthly Cap
Reliance Standard Life
Keystone 7 Index Annuity
7 yrs 85 2.00% 100% $1,149 10/16/08 0-80: 5.00
81-85: 4.00
1-Year Monthly Average - Capped Fixed Interest Strategy @ 4.10%
1-Year Point-to-Point - Participation Rate 1-Year Monthly Average - Participation Rate
1-Year Point-to-Point - Capped
Surrender Charges Last 5 Years
Lincoln Benefit Life
Saver's Index Annuity Plus -Low
5 yrs 85 2.00% 100% $1,104 12/22/08 0-75: 4.00
76-85: 2.80
1-Year S&P 500 Point-to-Point Low Watermark 1-Year S&P 500 Monthly Cap
1-Year S&P 500 Point-to-Point 1-Year S&P 500 Monthly Average w/ Cap
Fixed @ 2.80%
Lincoln Benefit Life
Saver's Index Annuity Plus -High
5 yrs 85 2.00% 100% $1,104 12/22/08 0-75: 4.00
76-85: 2.80
1-Year S&P 500 Monthly Average w/ Cap Fixed @ 2.80%
1-Year S&P 500 Point-to-Point Low Watermark 1-Year S&P 500 Monthly Cap
1-Year S&P 500 Point-to-Point
Lincoln Financial Group
Lincoln OptiChoice 5 -Low
5 yrs 85 1.25% 91.00% $ 968 12/08/08 0-75: 5.00
76-80: 3.75
81-85: 2.50
Fixed @ 4.20% 1-Year Monthly Cap
1-Year Point-to-Point 1-Year Monthly Average
Lincoln Financial Group
Lincoln OptiChoice 5 -High
5 yrs 85 1.25% 91.00% $ 968 12/08/08 0-75: 5.00
76-80: 3.75
81-85: 2.50
1-Year Point-to-Point 1-Year Monthly Average
Fixed @ 4.35% 1-Year Monthly Cap
Reliance Standard Life
Keystone 5 Index Annuity
5 yrs 85 1.50% 100% $1,077 10/16/08 0-80: 4.00
81-85: 3.20
1-Year Monthly Average - Participation Rate 1-Year Point-to-Point - Capped
1-Year Monthly Average - Capped Fixed Interest Strategy @ 4.00%
1-Year Point-to-Point - Participation Rate
Showing 1-20 of 246    Display: Page:   1 | 2 | 3 | 4 | 5 | 6 .. 13

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"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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