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North American Company
BenefitSolutions 10
A Fixed Indexed Annuity with a 10-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***
Ratings
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A.M. Best : A+ |
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Fitch: A+ |
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Standard & Poor's: A+ |
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Rates
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Current Rates
xx/xx/xxxx |
Guaranteed
Minimum Values |
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Cap |
Part Rate |
Cap |
Part Rate |
| 1 Year Fidelity Multifactor Yield 5% Annual Point to Point with Participation Rate
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***
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***
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| 1 Year Goldman Sachs Equity TimeX Index Point to Point Participation Rate
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***
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| 1 Year Morgan Stanley Dynamic Global Annual Point to Point with Participation Rate
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| 1 Year S&P 500 Annual Point to Point with Participation Rate
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| 1 Year S&P 500 Annual Point-to-Point Index Cap Rate
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| 1 Year S&P 500 Monthly Point-to-Point Index Cap Rate
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***
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| 1 Year S&P MARC 5% ER Annual Point to Point with Participation Rate
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| 1-Year Barclays Transitions 12 VC Point-to-Point with Participation Rate
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| 1-Year Barclays Transitions 6 VC Point-to-Point with Participation Rate
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| 2 Year Fidelity Multifactor Yield 5% Annual Point to Point with Participation Rate
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***
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***
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*** |
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| 2 Year Goldman Sachs Equity TimeX Index with Participation Rate
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***
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***
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*** |
*** |
| 2 Year Morgan Stanley Dynamic Global Annual Point to Point with Participation Rate
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***
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***
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*** |
*** |
| 2 Year S&P 500 Annual Point to Point with Participation Rate
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***
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***
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*** |
*** |
| 2 Year S&P MARC 5% ER Annual Point to Point with Participation Rate
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***
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***
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*** |
*** |
| 2-Year Barclays Transitions 12 VC Point-to-Point with Participation Rate
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***
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***
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*** |
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| 2-Year Barclays Transitions 6 VC Point-to-Point with Participation Rate
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***
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***
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| 1 Year Fixed Account
(Rate guaranteed for 1
Year)
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*.** %
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*.** %
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State Specified Minimum Interest Rate: ****
The @annuityname@ is a singl --[ subscription required to view full text ]--
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Provisions
| Free Look Period: |
****
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| (Free look period may vary by state) |
| Rate Lock Protection: |
****
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| Bail Out Provision Available: |
*** |
| *** *** ***: |
**** |
| Loan Provision Available: |
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| *** *** ***: |
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| Tax Sheltered: |
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| Market Value Adjustment: |
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| MRD: |
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| Front-End Fee: |
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| Annual Maintenance Fee: |
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| Return of Premium Available: |
*** |
| Death Benefit is: |
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Premiums
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Non-Qual |
Qualified |
| Min Single Premium: |
**** |
******* |
| Max Single Premium: |
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| Age < xx: |
**** |
******* |
| Age > xx: |
**** |
******* |
| Payroll Deduction: |
**** |
**** |
| Min Added Premium: |
**** |
**** |
| Flexible Premiums ******* : |
****
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| Min Single Premium Impaired: |
****** |
****** |
| Min Single Premium Period Certain: |
****** |
****** |
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Age Restrictions
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Min Age |
Non-Qual
| Qualified
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| Owner: |
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***** |
***** |
| Annuitant: |
***** |
***** |
***** |
| Impaired: |
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***** |
***** |
| Annuitization Age: |
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***** |
***** |
***** ***** ***** ****** *** **** * ***** ****** *** ****** ***** ** ******** ***
***** ***** ***** ****** *** **** * ***** ***** ***** ***** ****** *** **** * *****
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Systematic Withdrawals
Systematic withdrawals are ***** ** *** ****** ****
*****************: **** ****** **** *****
**** *** ***** ** $****.**
*** *** ****** *** $****.**
**** ***** ******* ***** ******* * ****** ***** ****
The NAC BenefitSolutio --[ subscription required to view full text ]--
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Commissions
| Effective date of commission schedule: 05/02/2023 |
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Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
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Option A
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BenefitSolutions 10
(All approved states)
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Ages 40-75 |
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| Initial Premium: |
**** |
| Ages 76-79 |
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| Initial Premium: |
**** |
| Ages 80+ |
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| Initial Premium: |
**** |
Option B
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BenefitSolutions 10
|
Ages 40-75 |
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| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 76-79 |
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| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 80+ |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
Option C
|
BenefitSolutions 10
|
Ages 40-75 |
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| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 76-79 |
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| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 80+ |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
Option D
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BenefitSolutions 10
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Up to age 75 |
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| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 76-79 |
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| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 80+ |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
Related Information
Other North American Company Products
|
MYGA
Max Elite Guarantee 3
Max Elite Guarantee 5
Max Elite Guarantee 7
NAC Guarantee Plus 3
NAC Guarantee Plus 5
NAC Guarantee Plus 7
|
|
Fixed Indexed Annuity
Charter Plus 10
Charter Plus 10 (State Variations)
Charter Plus 10 CA
Charter Plus 14
Charter Plus 14 CA
Income Pay Pro 10
Max Elite Accumulation 10
Max Elite Accumulation 5
Max Elite Accumulation 7
NAC Control. X
NAC Guaranteed Allocation 10 Model Blend A
NAC Guaranteed Allocation 10 Model Blend B
NAC Guaranteed Allocation 10 Model Blend C
NAC Guaranteed Allocation 10 Model Blend D
NAC Guaranteed Allocation 5 Model Blend A
NAC Guaranteed Allocation 5 Model Blend B
NAC Guaranteed Allocation 5 Model Blend C
NAC Guaranteed Allocation 5 Model Blend D
NAC Guaranteed Allocation 7 Model Blend A
NAC Guaranteed Allocation 7 Model Blend B
NAC Guaranteed Allocation 7 Model Blend C
NAC Guaranteed Allocation 7 Model Blend D
NAC VersaChoice 10
NAC VersaChoice 10 (ELB)
Performance Choice 8
PrimePath Pro 10
PrimePath Pro 12
Secure Horizon
Secure Horizon Accelerator
Secure Horizon Accelerator (OR)
Secure Horizon Accelerator State Variation
Secure Horizon Choice 5
Secure Horizon Choice 5 State Variation
Secure Horizon Choice 7
Secure Horizon Choice 7 State Variation
Secure Horizon Plus
Secure Horizon Plus State Variation
Secure Horizon State Variation
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SPIA
NA Income
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Additional Information
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