Allianz 222 Annuity You are currently viewing rates for all states except AK, MN, MO, MS, NJ, OR, PA, UT, and WA. (MVA)

Transcription

1 Rate Watch

2 a product. For current rates, please check each of the product(s) you want to view. Rates will display once checked, and your selections can be changed at any time. rates are typically declared on the first Tuesday of each month. MYGA rates may change weekly. Check with your broker/dealer for product availability. For financial professional use only. Allianz 222 Annuity You are currently viewing rates for all states except AK, MN, MO, MS, NJ, OR, PA, UT, and WA. (MVA) Balance Balance 15.00% 50.00% 1.40% 1.60% 1.60% 2.10% 2.50% 2.50% 2.50% 3.00% 3.50% 3.25% 3.25% 2.95% 2.85% The premium bonus and interest bonus are credited only to the Protected Income Value. To receive the, including the bonus, the contract must be held for at least 10 contract years, and then lifetime income withdrawals must be taken. You will not receive the bonuses if the contract is fully surrendered or if traditional annuitization payments are taken. If it is partially surrendered the will be reduced proportionally, which could result in a partial loss of bonuses. Income withdrawals are considered partial withdrawals and are subject to ordinary income tax and, if taken prior to 59½, a 10% federal additional tax. Because this is a bonus annuity, it may include higher surrender charges, longer surrender charge periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don't offer a bonus feature. The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). Allianz 222 Annuity You are currently viewing rates for AK, MN, MO, MS, NJ, OR, PA, UT, and WA. (Without MVA) Balance * Balance * 15.00% 50.00% 1.20% 1.40% 1.40% 1.90% 2.00% 2.00% 2.00% 2.50% 3.00% 2.75% 3.75% 3.45% 3.35% The premium bonus and interest bonus are credited only to the Protected Income Value. To receive the, including the bonus, the contract must be held for at least 10 contract years, and then lifetime income withdrawals must be taken. You will not receive the bonuses if the contract is fully surrendered or if traditional annuitization payments are taken. If it is partially surrendered the will be reduced proportionally, which could result in a partial loss of bonuses. Income withdrawals are considered partial withdrawals and are subject to ordinary income tax and, if taken prior to 59½, a 10% federal additional tax. Because this is a bonus annuity, it may include higher surrender charges, longer surrender charge periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don't offer a bonus feature. The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). *Not available in AK, NJ, PA and UT. SM Allianz 360 Annuity with 360 Benefit Rider Rider Charge Balance Balance 25.00% 1.15% 1.50% 1.70% 1.70% 1.80% 2.75% 2.75% 2.75% 3.25% 3.85% 3.60% 3.25% 2.70% 2.60% annuities may include higher surrender charges, longer surrender periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don t offer a bonus. The bonus is credited each year the selected allocations earn interest. During the first 10 contract years, we will apply a surrender charge if the contract is partially or fully surrendered. These charges may result in a loss of indexed interest and interest bonus and a partial loss of principal (premium). The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). SM Allianz 360 Annuity with 360 Benefit Rider Rider Charge Balance Balance 25.00% 1.15% 1.30% 1.50% 1.50% 1.60% 2.25% 2.25% 2.25% 2.75% 3.35% 3.10% 3.75% 3.20% 3.10% annuities may include higher surrender charges, longer surrender periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don t offer a bonus. The bonus is credited each year the selected allocations earn interest. During the first 10 contract years, we will apply a surrender charge if the contract is partially or fully surrendered. These charges may result in a loss of indexed interest and interest bonus and a partial loss of principal (premium). The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). Allianz 365i Annuity

3 Allianz 365i Annuity Balance Balance 4.00%* 1.10% 1.30% 1.30% 2.00% 1.75% 1.75% 1.75% 2.00% 2.75% 2.50% 4.25% 4.45% 4.35% The bonus is subject to a 10-year vesting schedule. 10% of the bonus will become vested on each contract anniversary until the beginning of the 11th contract year, when % will be vested. If you surrender your contract before the 11th contract year, you will lose the unvested bonus. annuities may include higher surrender charges, longer surrender charge periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don t offer a premium bonus feature. During the first 10 bonus, indexed interest and fixed interest, and a partial loss of principal (your premium). *2% in CT The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). Allianz 365i Annuity Balance Balance 4.00% 0.90% 1.10% 1.10% 1.80% 1.25% 1.25% 1.25% 1.50% 2.25% 2.00% 4.75% 4.95% 4.85% The bonus is subject to a 10-year vesting schedule. 10% of the bonus will become vested on each contract anniversary until the beginning of the 11th contract year, when % will be vested. If you surrender your contract before the 11th contract year, you will lose the unvested bonus. annuities may include higher surrender charges, longer surrender charge periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don t offer a premium bonus feature. During the first 10 bonus, indexed interest and fixed interest, and a partial loss of principal (your premium). The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). Income Maximizer Rider Guaranteed Credit Rider Cost Income Maximizer Rider Option % 1.20% Call for current payout percentage. Core Income 7 Annuity with Core Income benefit rider Rider Charge Balance Balance 1.05% 1.90% 3.50% 3.50% 3.50% 5.50% 2.00% Core Income 7 Annuity with Core Income benefit rider Rider Charge Balance Balance 1.05% 1.70% 3.00% 3.00% 3.00% 5.00% 2.50% Allianz Endurance Plus Annuity EWB EWB Factor FTSE FTSE 20.00% % 1.05% 1.30% 1.30% 1.80% 1.40% 1.75% 1.75% 3.75% 2.25% 2.00% 4.00% The bonus and enhanced interest are credited only to the Enhanced Withdrawal Benefit (EWB) value. To receive the EWB value, including the bonus, the contract must be held for at least 10 years, and then EWB payments must be taken over at least an additional 10 years under one of two EWB income options. You will not receive the bonus or enhanced interest if the contract is fully surrendered or if traditional annuitization payments are taken. If it is partially surrendered the EWB value will be reduced, which could result in a partial loss of bonus and enhanced interest. EWB payments are considered partial withdrawals and are subject to ordinary income tax and, if taken prior to 59½, a 10% federal additional tax. Because this is a bonus annuity, it may include higher surrender charges, longer surrender charge periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don't offer a premium bonus. The Allocation charge is 1.00%. The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), FTSE (20%), (10%). MasterDex X Annuity

4 MasterDex X Annuity * EURO STOXX 50 EURO STOXX % 0.70% 1.00% 1.00% 1.50% 1.10% 1.00% 1.00% 3.00% 1.00% 1.00% 5.75% The bonus is subject to a 10-year vesting schedule. 10% of the bonus will become vested on each contract anniversary until the beginning of the 11th contract year, when % will be vested. If you surrender your contract before the 11th contract year, you will lose the unvested bonus. annuities may include higher surrender charges, longer surrender charge periods, lower caps, higher s, or other restrictions that are not included in similar annuities that don t offer a premium bonus feature. During the first 10 bonus, indexed interest and fixed interest, and a partial loss of principal (your premium) The Allocation charge is 1.00%. * There is no allocation on the MasterDex X in AL, DE, IA, and KY. The blended index option is comprised of the following: Dow Jones Industrial Average (35%), Barclays Capital U.S. Aggregate Bond (35%), EURO STOXX 50 (20%), (10%). Simple Income I Rider simple bonus Simple Income I Rider cost MasterDex X Annuity Riders Simple Income I Rider Option 3 Simple Income Rider simple bonus Simple Income Rider cost 6.00% 0.95% Call for current payout percentage. 6.00% 0.95% Signature 7 Annuity sum cap Balance Balance 1.25% 1.40% 1.80% 2.00% 2.00% 3.00% 2.75% 3.50% 3.40% Signature 7 Annuity sum cap Balance Balance 1.05% 1.20% 1.60% 1.50% 1.50% 2.50% 2.25% 4.00% 3.90% 2016 Allianz Life Insurance Company of North America. All rights reserved.

5