Agent Support Group Annuity Rates

Transcription

1 Agent Support Group Annuity s Weekly s Carrier / Product Name AM Best Issue Age Min Premium SC Years Free Withdrawal Yr 1 Yr 2+ Last Change Current Years GTD Base GTD Yield Surrender Strategy Indexed Annuity PLUS 7 A 80 7 yrs 10% / 10% 01/01/ yr 1.80 VOYA Insurance and Annuity Company Voya Quest 7 High Band Power 10 Protector High Band A 80 75,000 7 yrs Int / 10% 01/08/ yr A , yrs 0% / 10% 01/02/ yr Integrity Life Insurance Company Integrity Indextra TM 10 A , yrs 10% / 10% 12/15/ /15/ yr Lincoln Life & Annuity of New York Lincoln OptiChoice NY 7 Low Band A+ 80 2,000 QL 5,000 NQ 7 yrs 10% / 10% 01/01/ yr Power 7 Protector High Band Oxford Life Insurance Company Select 7 A ,000 7 yrs 0% / 10% 01/02/ yr A ,000 7 yrs 0% / 10% 01/01/ yr Strategy Indexed Annuity PLUS 10 A yrs 10% / 10% 01/01/ yr Strategy Indexed Annuity PLUS 7 A 80 7 yrs 10% / 10% 01/01/ yr Symetra Life Insurance Company Symetra Edge Pro 7 High Band A ,000 7 yrs 10% / 10% 12/08/ /09/ yr Clear Income Fixed Annuity - FP Book Value High Band Secure Term Choice II (5-Year) Mid Band Secure Term Choice II (6-Year) Mid Band Principal Financial Group Principal Select Series 6 High Band Secure Term Choice II (7-Year) Mid Band A ,000 7 yrs 10% / 10% 01/08/ yrs A ,000 5 yrs 10% / 10% 01/08/ yrs A ,000 6 yrs 10% / 10% 01/08/ yrs A ,000 6 yrs 10% / 10% 01/08/ yrs A ,000 7 yrs 10% / 10% 01/08/ yrs Seek complete details and the suitability of any product from a qualified licensed insurance professional. Verify with your MGA all interest rates, state approvals, and commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 1 of 3 1/8/2018

2 Agent Support Group Annuity s Weekly s Carrier / Product Name AM Best Issue Age Min Premium SC Years Free Withdrawal Yr 1 Yr 2+ Last Change Current Years GTD Base GTD Yield Surrender North American Company Guarantee Choice II 5 High Band Palladium MYG 5 High Band Palladium MYG Annuity 5 High Band A ,000 5 yrs 0% / Int 12/12/ yrs A , yrs Int / 10% 01/01/ yrs A , yrs Int / 10% 01/01/ yrs Preserve 5 Low Band B yrs 0% / 10% 01/01/ yrs Secure Term Choice (8-Year) Mid Band Minnesota Life SecureOption Focus 7 High Band A ,000 8 yrs 10% / 10% 01/08/ yrs A ,000 7 yrs 10% / 10% 12/30/ yrs Symetra Life Insurance Company Symetra Custom 7 (No ROP) High Band A ,000 7 yrs 10% / 10% 12/08/ /09/ yrs Palladium MYG 6 High Band Palladium MYG Annuity 6 High Band Sentinel Security Life Insurance Company Personal Choice Annuity 5 MN Palladium MYG 7 High Band Palladium MYG Annuity 7 High Band A , yrs Int / 10% 01/01/ yrs A , yrs Int / 10% 01/01/ yrs B ,500 5 yrs 0% / 0% 01/01/ yrs A , yrs Int / 10% 01/01/ yrs A , yrs Int / 10% 01/01/ yrs American Pathway SolutionsMYG 10 High Band A 70 QL 85 NQ 100, yrs 0% / 15% 01/08/ yrs American Pathway SolutionsMYG 7 High Band A 70 QL 85 NQ 100, yrs 0% / 15% 01/08/ yrs United States Life Insurance Co. (NY) American Pathway SolutionsMYG 7 High Band A 70 QL 85 NQ 100,000 7 yrs 0% / 15% 01/08/ yrs Seek complete details and the suitability of any product from a qualified licensed insurance professional. Verify with your MGA all interest rates, state approvals, and commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 2 of 3 1/8/2018

3 Agent Support Group Annuity s Weekly s Carrier / Product Name AM Best Issue Age Min Premium SC Years Free Withdrawal Yr 1 Yr 2+ Last Change Current Years GTD Base GTD Yield Surrender Preserve 7 Low Band B yrs 0% / 10% 01/01/ yrs Preserve 7 High Band Palladium MYG 10 High Band Palladium MYG Annuity 10 High Band SBLI USA Select Choice (7) Base Policy High Band Oxford Life Insurance Company Multi-Select 10 Preserve 10 High Band Sentinel Security Life Insurance Company Personal Choice Annuity 7 Sentinel Security Life Insurance Company Personal Choice Annuity 10 B ,000 7 yrs 0% / 10% 01/01/ yrs A , yrs Int / 10% 01/01/ yrs A , yrs Int / 10% 01/01/ yrs A ,000 7 yrs 0% / 0% 01/02/ yrs A , yrs Int / 10% 01/01/ yrs B , yrs 0% / 10% 01/01/ yrs B ,500 7 yrs 0% / 0% 01/01/ yrs B , yrs 0% / 0% 01/01/ yrs Seek complete details and the suitability of any product from a qualified licensed insurance professional. Verify with your MGA all interest rates, state approvals, and commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 3 of 3 1/8/2018

4 Prepared By Income Annuity Survey Details Owner's State of Residence New York State of Issue Owner Name Agent Support Group New York Valued Client M65 Valued Client M65 Birth Date October 11, 1952 Sex Fund Guarantee Male Annuity Single Life Non-qualified Certain period Premium $100, Cost Basis $100, Purchase Date October 11, 2017 Payment Frequency Monthly Income Start Date November 11, 2017 Certain Period Return of Premium before Income Start Date Rating Company: Rating Level: Life Only No A.M. Best A (Excellent) Contact your ASG Sales Team for a SPIA Quote today Financial Institution Monthly Income Monthly Taxable Portion Guaranteed To End Of Notes American National Life Insurance Co. of NY $ $ OCT See below A Securian Life $ $ OCT See below A+ National Integrity Life Insurance Company (W&S) $ $ OCT See below A+ Lincoln National Life & Annuity Co. of New York $ $ OCT See below A+ $ $ OCT See below A++ First Symetra National Life Ins. Co. of NY $ $ OCT See below A AIG $ $ OCT See below A Principal Financial Group $ $ OCT A+ Penn Mutual Life Insurance Company $ $96.42 OCT :00 A+ Rating Financial Institution AIG American National Life Insurance Co. of NY First Symetra National Life Ins. Co. of NY Notes Additional features are available, such as: commutation withdrawal benefits; a variety of payment increase options; and the ability to customize ownership and payee structure. For more information, contact your AIG Annuities wholesaler. Product offers liquidity options and other features, subject to availability. Inflation Options: Fractional COLA percentage options that can range from 0.10% to 6.50%. First Symetra will not accept sales of income annuity contracts covered by NY Regulation 60 (that is, sales resulting from replacements of annuity contracts and life insurance policies). For information or illustrations, contact our Sales Desk at

5 Lincoln National Life & Annuity Co. of New York This quote is based on an estimated issue date of October 18, The actual contract issue date may differ and may affect the value of the quote. National Integrity Life Insurance Company (W&S) IncomeSource offers an optional increasing payout from 1% to 5% and a wide range of payouts, including Cash Refund and Temporary Life. Subject

6 to limitations and availability. Product offers liquidity options and other features, subject to availability. For more information, please contact the Sales Desk at , option 2. Securian Life Financial Institution Protective Life & Annuity Insurance Company Certain period is too short. Product provides one-time access to a portion of future income via the Advance Withdrawal Benefit, available with all annuity income options that include a Period Certain. Survey Notes Reasons For Not Quoting Income received in excess of the investment in the contract is taxable as ordinary income. When the Certain period is none, there is no death benefit after payments begin. The content of this page may not be adequate to fulfill the policy application process for some carriers, which require an illustration. This can be obtained by clicking on the carrier name. Prepared by CANNEX on October 11, 2017 at 17:49:04 ET. This information is current as of the date and time posted and is subject to change without notice. Copyright 2017 CANNEX Financial Exchanges Limited. All rights reserved. CANNEX Request: B1XPQQ