If the carrier / product is not on this list, it is NOT approved. Check with Insurance Company or Provider for State Approvals.
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1 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 Services: (651) Rev.4/18/2016 ALERTS If the carrier / product is not on this list, it is NOT approved. Check with Insurance Company or Provider for State Approvals. INSURANCE COMPANY Allianz Life of North America Master Dex 5 Plus (discontinued June 2, 2014) Master Dex X Master Dex Plus (discontinued as of Sept.5, 2012) Endurance Plus Endurance Elite (discontinued June 2, 2014) Pro V 1 (discontinued 8/29/14) Allianz 360 Allianz 365i Allianz 222 Indexed Annuity Core Income 7 Annuity Signature 7 Annuity AIG Annuities-Index (formerly American General) Horizon Index 9 - (Closed to new sales) Vision Advantage 5, 7 & 9 - (closed to new sales) Vision Maximizer - (closed to new sales) Global Index 6 - (sales suspended) Global Index 8 - (Closed to new sales) Global Index Bonus - (Closed to new sales) AIG Choice Index 10 Power Index Plus ( 7 yrs.) Power Index Plus Income (7 & 10 yrs.) American Equity American National Americo Financial Annuity Investors Athene (Aviva) Choice 6, 8 & 10 Traditions Gold Foundations Gold Value Lock 7 & 10 ANICO EIA Strategy Index 7 & 10 ANICO Strategy Indexed Annuity PLUS 7 & 10 ANICO Strategy Indexed Annuity PLUS 7 - NY Liberty Mark 7 On line appointment process: Flex Max Flex Max Plus (Oregon) Single Max 10 Select Step Income Preferred 6, 10 Income Select 5 Income Preferred Bonus & Preferred 10 Target Horizon (5, 10 & Select) Enhanced Choice 8 Ascent Pro 5 Ascent Pro 7 Ascent Pro 10 Ascent 10 Bonus 2.0 Ascent Pro 10 Bonus Select Athene Benefit 10 Performance Elite 10
2 Performance Elite 10 Select Performance Elite 10 Pro
3 INSURANCE COMPANY Athene (Aviva) - Continued Multi Choice 6, 10, Income Extra Income Plus (Closed to new sales by Carrier effective August 1, 2014) LifeTime Solutions (closed to new sales effective 9/30/13) Athene (AVIVA) / Special Distribution Balanced Choice Annuity-8 (not approved in all states) Balanced Choice Annuity-10 Balance Allocation Annuity 8 Balance Allocation Annuity 10 BPA Select 6 & 8 (no longer available) Delaware Life Genworth Companies Global Atlantic (Forethought) Great American Integrity Life Jackson National Retirement Chapters 10 Retirement Stages 7 SecureLiving Growth + with Income Rider (discontinued 3/7/2016) Genworth Secure Living Index 7 (discontinued 3/7/2016) Genworth Secure Living Index 10 Plus (discontinued 3/7/2016) SecureLiving Index 5 (discontinued 3/7/2016) ForeFront Index Bonus ForeFront Index Chocie ForeFront Index Choice ForeSaving ForeFront Index Choice ForeSharing ForeFront Index Choice ForeSpending ForeIncome Income 125+ and 150+ Index Bonus 115 Choice Income Choice Accumulation ForeAccumulation 6 & 8 ForeIncome 7 & 9 American Legend 2 American Legend III American Icon & Icon 2 (withdrawn by carrier) Safe Return Safe Outlook American Valor 10 Single Max 10 Great American Custom 10 Indextra Index Annuity Elite Annual Reset 5, 7 & 10 yr. Elite Annual Reset 9 yr. OR only (Sales of Elite Annual Reset suspended March 25, 2013) Elite 90 7 & 9 yr. (Sales of Elite 90 suspended March 25, 2013) Elite Choice 6, 8 & 10 yr. (not in AK) Elite Choice Rewards 8 & 10 yr. (not in AK or OR) Ascender Plus 5 & 7 Ascender Plus Select 5, 7 & 10 Select Annual Reset 5 & 7
4 INSURANCE COMPANY Lafayette Life Marquis Advant-Edge 5 Marquis Centennial 3, 5, 7, 10 Lincoln Financial New Directions 6, 8 Opti Point 8, 10 (not available in AK) Opti Choice 5, 7, 9 Opti Blend 7 & 10 LSW (available only as a special exception from LSW) Secure Plus Gold & Silver Secure Plus Preferred 2, 6 & 8 Secure Plus Accumulator 3 Secure Plus Premier 3 Secure Plus Saver Secure Plus Saver Select Secure Plus Premier 10 Secure Elite Plus 3 Secure Plus Marquee 3, 8 & 10 Secure Plus Paramount 5 Met Life Investors Midland National Nationwide Shield Level Selector - 6 year Shield Level Selector - 3 year Available 1/4/2016 Innovator Choice 10 Prosperity Choice 10 Capstone 10 SecureVantage 10 (discontinued as of 1/30/15) Paragon Plus 7, 10 MNL 10 (suspended) Diversity 10 (suspended) Mainstreet Four (discontinued 1/30/15) Retire Vantage 10 Pinnacle Select 6, 8, 10 Endeavor 6, 8 & 8 Plus New Era/MNL Choice Plus MNL IncomeVantage 10 MNL Index Builder II MNL BenefitPay 10 MNL BenefitPay II (AK, MN, MO, OR, PA, UT, VA, WA) LiveWell Index Builder Clear Horizon New Heights Index Annuity, 8, 9 & 10
5 INSURANCE COMPANY National Western North American OneAmerica Pacific Life Principal Protective Life Reliance Standard The Standard Insurance State Life Symetra Transamerica United States Life VOYA (formerly ING) Ultra Value Global Lookback Impact 7 & 7S (Ohio) Impact 10 Benefit Solutions II (AK, MN, MO, OR, PA, UT, VA, WA) Benefit Solutions 10 Precision 5 (old product) Precision 7, 10 Charter 10 Formula Select (old product) Freedom Choice 8, 10 Prizm Plus 10 Pillar Performance Choice 8, 8+ North American (NA) Ten NAC Retire Choice 10 Income Choice 10 Indexed Annuity NAC Secure Choice 10 Paramount Choice 10 (product withdrawn July 3, 2012) Prizm 7 Plus (suspended) Formula Choice (suspended) Charter Plus 10 Charter Plus II PrimePath 9 Indexed Annuity Care Pacific Life Index Choice 6, 8 & 10 Principal Performance Annuity 7 (no longer available) Secure Source 4,5,6,7 Protetive Income Builder Protective Indexed Annuity 2, 5, 7 & 10 Protective Index Annuity NY Protective Asset Builder 6,8 Keystone Index 5, 7, 10 Standard Growth 5 & 7 Index Select 5, 7 & 10 Indexed Annuity Care Edge Pro 5 & 7 Index Advantage (no longer available) Global 6 Index (suspended) Global 8 Index Wealth Builder 6, 8 & Plus Secure Index 5 & 7 Secure Index Opportunities Plus Secure Index Outlook Lifetime Income Annuity Envoy 3, 6 & 9 (Closed) Selectra (closed) Secure Index (closed) Select Multi Index 5 (withdrawn)
6 Select Multi Index 7 (withdrawn)
CARRIER/ PRODUCT NAME AND SPECIAL FEATURES. New Product:
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September 4th, 2015 Carrier/Product Guaranteed Value 5 Year Genworth SecureLiving Index 5 Bailout Provision Voya Financial Secure Index Five (FPDA) Return of Option Available Renewal Flex Waiver available
(800) Dallas Financial Wholesalers Top Picks August
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
AnnuityGram - Fixed Daly Insurance Brokerage Services
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WASHINGTON EQUITY INDEX ANNUITIES 100% Participation; 0 Fee S&P Mo Pt to Pt 2.8% CAP American Freedom S&P 500 Annual Pt to Pt WA Specific 8 Years 0-85 7.00% 0-75 Equity Gold 6.5% CAP 3.0% Version 10% per
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.
American General. American General Ratings A.M. Best A+ A.M. Best A++ A.M. Best A++ A.M. Best A++ S&P AA- 5% % % 81-85
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
Fixed Annuities and Life Insurance for Agents FIXED RATES - GUARANTEED GROWTH - TAX DEFERRAL
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Company Allianz Name Simple Income III Rider Enahnced Withdrawal Benefit MasterDex X Endurance Plus Allianz Preferred 360 Benefit Rider 360 CT, Option 3 not approved in AK, DE, IA, MN, OH, TX Issue Age
FIXED INDEX ANNUITY PRODUCTS
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Allianz National Product 360 222 365i Core 7 Strategy Annuity Plus 25% Interest bonus ** AV = Base Fixed Account: 1.90% Annual P2P S&P Cap: 3.75% Annual P2P Nasdaq 100 Cap: 3.75% Annual P2P Blended Cap:
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TREE. Annuity Product Reference Guide. Brokerage INDEXED. September. OPEN HERE! Your potential annuity sales await! Contact us Today!
Last Updated 09/05/18 Brokerage TREE Annuity Product Reference Guide September 2018 OPEN HERE! our potential annuity sales await! Don t Miss Out on the Annuity Income Opportunity of 2018! HIGHLANDER TM
Pinnacle Financial Services Contracting Kit
Pinnacle Financial Services Contracting Kit Welcome to Pinnacle Financial Services! To get started, please fill out the forms included with this cover page and fax or send using Secure Email back to us
LONG TERM CARE AND CHRONIC ILLNESS RIDER DETAILS
Accordia AIG Allianz Assurity Life AXA Equitable Accelerated Access Rider Accelerated Access Rider LTC Accelerated Benefit Rider Accelerated DB - LTC/Home Care Option LTC Services Rider Chronic/Critical
LibertyMark SM Series Annuity Quick Reference
Carrier Features Bonuses Americo Life and Annuity Kansas City, MO A.M. Best A (Excellent) for strength. 3rd highest of 15 7/29/2016 LibertyMark Series single premium deferred fixed indexed annuities* Bonus
OREGON INSURANCE DIVISION STATE PAGE LINE: PRIVATE PASSENGER AUTO PHYSICAL DAMAGE DOMESTIC
DOMESTIC 21636 FARMERS INSURANCE COMPANY OF OREGON OR 77,516,931 74,979,889 0 19,799,161 51,834,115 51,492,066 7,276,135 23892 NORTH PACIFIC INSURANCE CO. OR 13,380,874 13,276,253 0 3,964,570 8,063,971
Agent Support Group Annuity Rates
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
Cerulli Interactive Report Dashboards U.S. ANNUITY MARKETS Guaranteed Retirement Income in a Fiduciary World SUBSCRIPTION DETAILS $19,000
U.S. ANNUITY MARKETS 2017 Guaranteed Retirement Income in a Fiduciary World Overview & Methodology In its eleventh iteration, this annual report examines the retail annuity industry, emphasizing distribution,
LibertyMark SM Series Annuity Quick Reference
Carrier Features Bonuses Americo Life and Annuity Kansas City, MO A.M. Best A (Excellent) for strength. 3rd highest of 15 9/8/2016 LibertyMark Series single premium deferred fixed indexed annuities* Bonus
Existing Annuity Contract
Athene Annuity and Life Company Mailing Address: PO Box 1555, Des Moines, IA 50306-1555 Overnight Address: 7700 Mills Civic Parkway, West Des Moines, IA 50266-3862 Annuity Customer Contact Center - Tel:
Athene Ascent Pro Bonus
SM Athene Ascent Pro Bonus Product Guide Rates effective October 7, 2017 State Availability Ascent 10 Bonus 2.0: Ages 35-80 Ascent Pro 10 Bonus Select: Ages 35-80 Ascent 10 Bonus 2.0: Ages 35-64 Ascent