MYGA Top Products. Billy 5 Year MYGA Rates. Years Rate GTD Rate Guaranteed 5-Years
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1 Billy 5 Year MYGA s List filtered for Louisiana 5 years Guaranteed 5- Base 73 Annuities, 28 Companies Fidelity & Guaranty Life FG Guarantee-Platinum 5 5 yrs up to 2.00 Atlantic Coast Life Safe Haven 5 5 yrs up to 2.25 Colorado Bankers Life CBLA 5 5 yrs up to 2.50 Sentinel Security Life Insurance Company Personal Choice Annuity 5 5 yrs up to 2.25 Sagicor Life Insurance Company Milestone MYGA 5 High Band 5 yrs up to 2.00 Phoenix Life Insurance Company MYAnnuity 5X 0% Free 5 yrs up to 2.00 Liberty Bankers Life Bankers Elite 5 5 yrs up to 2.25 Atlantic Coast Life Safe Haven yrs up to 1.15 Liberty Bankers Life Bankers 5 Premier 5 yrs up to 2.00 Liberty Bankers Life Bankers 5 Premier Plus 5 yrs up to 2.00 Phoenix Life Insurance Company MYAnnuity 5X 10%/Free 5 yrs up to 2.00 Guggenheim Life and Annuity Company Preserve MYGA 5 High Band 5 yrs up to 2.50 AIG American Pathway SolutionsMYG 5 High Band 5 yrs commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 1 of 5
2 Billy 5 Year MYGA s Base American General Life Insurance Company American Pathway SolutionsMYG 5 High Band 5 yrs up to 1.50 Reliance Standard Life Eleos MVA 5 yrs up to 2.50 The Standard Focused Growth Annuity 5 High Band 5 yrs up to 2.00 Sentinel Security Life Insurance Company Personal Choice Annuity yrs up to 1.50 Minnesota Life SecureOption Select 5-Year High Band 5 yrs Guggenheim Life and Annuity Company Preserve MYGA 5 Low Band 5 yrs up to 2.50 Global Atlantic Financial Group SecureFore 5 5 yrs up to 2.50 The Standard Focused Growth Annuity 5 Low Band 5 yrs up to 2.00 Oxford Life Insurance Company Multi-Select 5 5 yrs up to 2.50 Athene IA Athene Max 5 High Band 5 yrs up to 2.00 Reliance Standard Life Eleos SP 5 yrs up to 2.50 Minnesota Life SecureOption Select 5-Year Low Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (No ROP) Mid Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (No ROP) High Band 5 yrs Liberty Bankers Life Bankers 5 5 yrs up to 3.25 commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 2 of 5
3 Billy 5 Year MYGA s Base Commission (High) Delaware Life Pinnacle MYGAsm 5 Year 5 yrs up to 2.50 Principal Financial Group Principal Preferred Series Annuity 5 High Band 5 yrs up to 2.25 Great American Life Insurance Company SecureGain 5 High Band 5 yrs up to 2.50 American General Life Insurance Company American Pathway SolutionsMYG 5 Low Band 5 yrs up to 1.50 AIG American Pathway SolutionsMYG 5 Low Band 5 yrs Athene IA Athene Max 5 Low Band 5 yrs up to 2.00 EquiTrust Life Insurance Company Certainty Select 5 5 yrs up to 3.00 Sagicor Life Insurance Company Milestone MYGA 5 Mid Band 5 yrs up to 2.00 Principal Financial Group Principal Preferred Series Annuity 5 Mid Band 5 yrs up to 2.25 Principal Financial Group Principal Preferred Series Annuity 5 ROP High Band 5 yrs up to 2.25 Guggenheim Life and Annuity Company ProOption MYGA 5 with ROP 5 yrs up to 2.50 Great American Life Insurance Company SecureGain 5 Low Band 5 yrs up to 2.50 AIG American Pathway 5-5 Year No GROP MVA High Band 5 yrs Lincoln Financial Group Lincoln MYGuarantee Plus 5 High Band 5 yrs up to 2.00 Principal Financial Group Principal Preferred Series Annuity 5 ROP Mid Band 5 yrs up to 2.25 commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 3 of 5
4 Billy 5 Year MYGA s Base Principal Financial Group Principal Preferred Series Annuity 5 Low Band 5 yrs up to 2.25 Mutual of Omaha Ultra - Secure Plus 5 High Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (No ROP) Mid Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (ROP) Mid Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (ROP) High Band 5 yrs American National Insurance Company Palladium MYG Annuity 5 High Band 5 yrs up to 2.50 AIG American Pathway 5-5 Year No GROP MVA Low Band 5 yrs Lincoln Financial Group Lincoln MYGuarantee Plus 5 Low Band 5 yrs up to 2.00 Mutual of Omaha Ultra - Secure Plus 5 Low Band 5 yrs AIG American Pathway 5-5 Year GROP & MVA High Band 5 yrs AIG American Pathway 5-5 Year No GROP High Band 5 yrs American National Insurance Company Palladium MYG Annuity 5 Low Band 5 yrs up to 2.50 Principal Financial Group Principal Preferred Series Annuity 5 ROP Low Band 5 yrs up to 2.25 Integrity Life Insurance Company MultiVantage 5 5 yrs up to 2.50 Sagicor Life Insurance Company Milestone MYGA 5 Low Band 5 yrs up to 2.00 commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 4 of 5
5 Billy 5 Year MYGA s Base Commission (High) AIG American Pathway 5-5 Year GROP High Band 5 yrs AIG American Pathway 5-5 Year GROP & MVA Low Band 5 yrs AIG American Pathway 5-5 Year No GROP Low Band 5 yrs American Equity Investment Life Insurance Company Guarantee 5 (ICC13 MYGA) 5 yrs up to 3.00 Symetra Life Insurance Company Symetra Custom 5 (ROP) Mid Band 5 yrs AIG American Pathway 5-5 Year GROP Low Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (No ROP) Low Band 5 yrs Symetra Life Insurance Company Symetra Custom 5 (ROP) Low Band 5 yrs Protective Life ProSaver Platinum 5 Low Band 5 yrs up to 2.00 Protective Life ProSaver Platinum 5 High Band 5 yrs up to 2.00 Protective Life FutureSaver II Annuity 5 Low Band 5 yrs up to 2.00 Protective Life FutureSaver II Annuity 5 High Band 5 yrs up to 2.00 Americo Platinum Assure 5 5 yrs Protective Life FutureSaver II Annuity 5 (ROP) Low Band 5 yrs up to 2.00 Protective Life FutureSaver II Annuity 5 (ROP) High Band 5 yrs up to 2.00 commissions prior to contracting. Changes may occur without notice. Powered by AnnuityWatch.com Page 5 of 5
Verify all interest rates, state approvals and commissions prior to contracting. Changes may occur without notice.
Company Product Years Gtd Year Interest Guarantees Atlantic Coast Life Premium Bonus 1st Year Thereafter Gtd Yield to Surrender Commission Safe Haven 4.00 3.00 3.20 2.00 Sentinel Security Life Ins. Co.
FINANCIAL MARKETING GROUP, INC. FEATURED SOLUTIONS. November (888)
FINANCIAL MARKETING GROUP, INC. FEATURED SOLUTIONS November 2018 (888) 364-1944 www.fmgannuities.com National Fixed Annuities Company Name Rating Years Yr 1 Rate Avg Rtn Issue Age Free WD Commission* Notes
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Company Updated November 30, 2018 Accuracy is never guaranteed since rates and features change frequently. Product Name Years Guaranteed Annual Effective Yield First Year Rate Rate Years 2+ Commission
AnnuityGram - Fixed Daly Brokerage - A member of Insurance Designers of America
AnnuityGram - Fixed 860.677.5707 Guarantee 1st Year Base Average Minimum Minimum Issue State Product Period Rate Rate Annual Rate Guarantee Surrender Charge Purchase Age Approval s AMERICAN NATIONAL PALLADIUM
AnnuityGram - Fixed Daly Brokerage - A member of Insurance Designers of America
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Agent Support Group Annuity s 1-8-2018 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
MULTI-YEAR GUARANTEED RATE ANNUITY PRODUCT COMPARISON
Company Updated September 28, 2018 Accuracy is never guaranteed since rates and features change frequently. Product Name Years Guaranteed Annual Commission (UP TO) Effective Yield First Year Rate Rate
AnnuityGram - Fixed Daly Insurance Brokerage Services
AnnuityGram - Fixed AMERICAN EQUITY GUARANTEE SERIES Guarantee 1st Year Base Effective Minimum Surrender Minimum Issue State Period Rate Rate Rate Guarantee Charge Purchase Age Approval Withdrawals 5 Year
Fixed Annuities
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Creative Financial LLC 1338 Third Avenue, Huntington, WV 25701 Phone: 888 522-2413 Email: rcampbell@creativefinancialins.com RATES AS OF April 27, 2018 Company MULTI-YEAR GUARANTEED RATE ANNUITY PRODUCT
MULTI-YEAR GUARANTEED RATE ANNUITY PRODUCT COMPARISON
Company MULTI-YEAR GUARANTEED RATE ANNUITY PRODUCT COMPARISON Product Name Years Guaranteed Annual Effective Yield First Year Rate Rate Years 2+ * (up to) Athene Athene MaxRate
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Genworth AM Best A Assets $24.2 Billion Jackson National AM Best A+ Assets $164 Billion Athene Sagicor Forethought EquiTrust EquiTrust Assets $11.8 Billion Assets $1.2 Billion Secure Living AscenderPlus
MULTI-YEAR GUARANTEED RATE ANNUITY PRODUCT COMPARISON
Company MULTI-YEAR GUARANTEED RATE ANNUITY PRODUCT COMPARISON Product Name Years Guaranteed Annual Effective Yield First Year Rate Rate Years 2+ * (up to) Athene Athene MaxRate
Multi-Year Guaranteed Annuities
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The Annuity Source At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio APRIL 2018
The Annuity Source At Berson-Sokol Agency, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company 0 Day
Fixed Annuities At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio
At, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company 0 Day Window PRIOR to the End of Each Term
New York Annuities Last update June 12, 2017
MULTI YEAR ANNUITY American National of Lincoln National Integrity Principal Palladium MYG MYGuarantee Plus MultiVantage Preferred Series Annuity Select Series ( in 1st year) A Best Best A Standard & Poors
Fixed Annuities At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio
At, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company Window PRIOR to the End of Each Term to Move
Fixed Annuities At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio
Fixed Annuities At Berson-Sokol Agency, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 d Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company 0 Day
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Annuity Product Reference Guide
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P A C E S P I TOP PICKS Technology Parkway, Ste 200 Cedar Falls, IA
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Joe Maru (800) (518) x109 Company. American National of New York
Joe Maru (800) 695-8224 (518) 371-5522 x109 jmaru@nyltcb.com Company American National of New York AM Best = A S&P = A Comdex = 78 Palladium MYG Asia Plus 7 Asia Plus 10 Minimum Premium $5,000 Qualified
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If the carrier / product is not on this list, it is NOT approved. Check with Insurance Company or Provider for State Approvals.
EXHIBIT A APPROVED INDEXED ANNUITIES FOR AIG ADVISOR GROUP (FSC Securities ~ Royal Alliance ~ SagePoint Financial ~ Woodbury Financial) For questions, please contact Bill Feiler at Insurance Consulting
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Carrier Allianz General General General Ratings + + + A A A - Assets 30.9 Billion 25.5 Billion 25.5 Billion 25.5 Billion Product Name Dominator 5-10 Horizon Flex Horizon MYG Horizon Plus2004 Commission
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