Nancy Ayers
Special Service Agency
800-552-3435

Fixed Indexed Brief

 
 
 
State
Premium
Qual
Flex?
Rating
Company
SC yrs
Age
Comm
%


Showing 1-50 of 56    Display: Print/Save |<  <<   Page 1 of 2   >>   >|
Company Product SC
Years
Premium
Bonus
GTD
Min Rate
GTD %
Premium
GTD Return
on $1,000
Last Change High
Comm
Surrender Charges Last 5 Years
Lincoln Financial Group
Lincoln OptiChoice 5 Low-Band [MVA]
5 1.00 100.00 $1,051 up to 5.00%
Lincoln Financial Group
Lincoln OptiChoice 5 High-Band [MVA]
5 1.00 100.00 $1,051 up to 5.00%
Aviva Life & Annuity (Income Series)
Income Select 5 Low-Band [MVA]
5 2.75 87.50 $1,002 up to 2.00%
Aviva Life & Annuity (Income Series)
Income Select 5 High-Band [MVA]
5 2.75 87.50 $1,002 up to 2.00%
Surrender Charges Last 6 Years
Lincoln Financial Group
Lincoln New Directions 6 Low-Band [MVA]
6 1.00 100.00 $1,062 up to 3.50%
Lincoln Financial Group
Lincoln New Directions 6 High-Band [MVA]
6 1.00 100.00 $1,062 up to 3.50%
Aviva Life & Annuity (Income Series)
Income Preferred Six Low-Band [MVA]
6 1.00 87.50 $ 929 up to 5.00%
Aviva Life & Annuity (Income Series)
Income Preferred Six High-Band [MVA]
6 1.00 87.50 $ 929 up to 5.00%
Surrender Charges Last 7 Years
Lincoln Financial Group
Lincoln OptiChoice 7 Low-Band [MVA]
7 1.00 100.00 $1,072 up to 6.00%
Lincoln Financial Group
Lincoln OptiChoice 7 High-Band [MVA]
7 1.00 100.00 $1,072 up to 6.00%
Aviva Life & Annuity (Income Series)
Income Select 7 Low-Band [MVA]
7 2.75 87.50 $1,058 up to 3.00%
Aviva Life & Annuity (Income Series)
Income Select 7 High-Band [MVA]
7 2.75 87.50 $1,058 up to 3.00%
American National Ins. Co.
Value Lock 7
7 1.00-1.75 88.70 $1,002 02/01/12 up to 6.00%
Allianz Life Ins. Co. of North America
MasterDex Plus Annuity [LOAN]
7 1.50 87.50 $ 971 up to 6.00%
American National Ins. Co.
ANICO Strategy Indexed Annuity 7
7 1.00 90.00 $ 965 up to 5.00%
North American Company
Charter 7 [TSA, MVA, LOAN]
7 1.00 87.50 $ 938 up to 7.50%
Surrender Charges Last 8 Years
Lincoln Financial Group
Lincoln OptiPoint 8 High-Band [MVA]
8 4.00 1.00 100.00 $1,126 up to 6.00%
Lincoln Financial Group
Lincoln OptiPoint 8 Low-Band [MVA]
8 3.00 1.00 100.00 $1,115 up to 6.00%
Lincoln Financial Group
Lincoln New Directions 8 Low-Band [MVA]
8 1.00 100.00 $1,083 up to 4.50%
Lincoln Financial Group
Lincoln New Directions 8 High-Band [MVA]
8 1.00 100.00 $1,083 up to 4.50%
Surrender Charges Last 9 Years
Lincoln Financial Group
Lincoln OptiChoice 9 Low-Band [MVA]
9 1.00 100.00 $1,094 up to 7.00%
Lincoln Financial Group
Lincoln OptiChoice 9 High-Band [MVA]
9 1.00 100.00 $1,094 up to 7.00%
Amer. General Life Ins. Co.
AG HorizonIndex Annuity 9 [MVA]
9 3.00-4.00 1.50 90.00 $1,070 up to 6.00%
Surrender Charges Last 10 Years
Lincoln Benefit Life
Savers Index III
10 3.00 90.00 $1,210 up to 3.45%
Aviva Life & Annuity (Income Series)
Income Select Plus S Low-Band
10 3.00-5.00 2.75 87.50 $1,205 up to 5.00%
Aviva Life & Annuity (Income Series)
Income Select Plus S High-Band
10 3.00-5.00 2.75 87.50 $1,205 up to 5.00%
North American Company
North American Ten [MVA, LOAN]
10 7.00 1.00 100.00 $1,182 up to 6.50%
North American Company
North American Paramount Choice Ten [MVA, LOAN]
10 7.00 1.00 100.00 $1,182 up to 6.50%
Lincoln Financial Group
Lincoln OptiPoint 10 High-Band [MVA]
10 5.00 1.00 100.00 $1,160 up to 7.00%
Lincoln Financial Group
Lincoln OptiPoint 10 Low-Band [MVA]
10 4.00 1.00 100.00 $1,149 up to 7.00%
Aviva Life & Annuity (Income Series)
Income Select 10 Low-Band [MVA]
10 2.75 87.50 $1,148 up to 6.50%
Aviva Life & Annuity (Income Series)
Income Select 10 High-Band [MVA]
10 2.75 87.50 $1,148 up to 6.50%
Lincoln Benefit Life
Saver's Index Annuity Premier
10 3.00 1.00 100.00 $1,138 up to 3.45%
Allianz Life Ins. Co. of North America
MasterDex X Annuity [LOAN]
10 6.00 1.95-2.05 87.50 $1,136 up to 7.00%
Allianz Life Ins. Co. of North America
MasterDex 5 Plus Annuity [LOAN]
10 3.00-5.00 2.00 87.50 $1,120 up to 7.00%
American National Ins. Co.
Value Lock 10 [MVA]
10 1.00-1.75 90.00 $1,071 02/01/12 up to 10.00%
Allianz Life Ins. Co. of North America
MasterDex 10 Plus Annuity [LOAN]
10 10.00 1.00 87.50 $1,063 up to 7.00%
Allianz Life Ins. Co. of North America
Endurance Plus [LOAN]
10 1.50 90.00 $1,044 up to 7.00%
Aviva Life & Annuity (Income Series)
Income Preferred Bonus Low-Band [MVA]
10 6.00-8.00 1.00 87.50 $1,044 up to 7.00%
Aviva Life & Annuity (Income Series)
Income Preferred Bonus High-Band [MVA]
10 6.00-8.00 1.00 87.50 $1,044 up to 7.00%
Aviva Life & Annuity (Income Series)
Lifetime Solutions Annuity High-Band [MVA]
10 5.00-7.00 1.00 87.50 $1,034 up to 7.00%
Aviva Life & Annuity (Income Series)
Lifetime Solutions Annuity Low-Band [MVA]
10 3.00-6.00 1.00 87.50 $1,025 up to 7.00%
Aviva Life & Annuity (Income Series)
Income Preferred Bonus Pro Low-Band [MVA]
10 6.00 1.00 87.50 $1,025 up to 6.50%
Aviva Life & Annuity (Income Series)
Income Preferred Bonus Pro High-Band [MVA]
10 6.00 1.00 87.50 $1,025 up to 6.50%
Aviva Life & Annuity (Income Series)
Income Preferred Ultra Low-Band [MVA]
10 3.00-5.00 1.00 87.50 $1,015 01/06/12 up to 7.50%
Aviva Life & Annuity (Income Series)
Income Preferred Ultra High-Band [MVA]
10 3.00-5.00 1.00 87.50 $1,015 01/06/12 up to 7.50%
North American Company
North American Prizm Plus 10 [TSA, MVA, LOAN]
10 5.00 1.00 87.50 $1,015 up to 7.50%
North American Company
Charter 10 [TSA, MVA, LOAN]
10 5.00 1.00 87.50 $1,015 up to 7.50%
Aviva Life & Annuity (Income Series)
Income Preferred Bonus S Low-Band
10 4.00 1.00 87.50 $1,005 up to 6.00%
Aviva Life & Annuity (Income Series)
Income Preferred Bonus S High-Band
10 4.00 1.00 87.50 $1,005 up to 6.00%
Showing 1-50 of 56    Display: Page:   1 | 2

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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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