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North American Company
Strategic Design Annuity X with Embedded Benefits Rider
(RETIRED)
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 |
| S&P 500 Annual Point to Point Cap
|
***
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***
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*** |
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| S&P 500 Annual Point to Point Participation Rate
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***
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***
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*** |
*** |
| S&P 500 Annual Point to Point with Inverse Edge Trigger
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Trigger: 2.00
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***
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| S&P 500 Monthly Point to Point Cap
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***
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***
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*** |
*** |
| S&P MARC 5% ER Annual Point to Point
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***
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***
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*** |
*** |
| S&P MARC 5% ER Annual Point to Point 2 Year w/ PR
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***
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***
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*** |
*** |
| Fixed Rate
(Rate guaranteed for 1
Year)
|
*.** %
|
*.** %
|
|
State Specified Minimum Interest Rate: ****
A single-premium, fixed --[ 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: |
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| *** *** ***: |
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| 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: |
*** |
| Return of Premium Available: |
*** |
| Death Benefit is: |
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|
Premiums
| |
Non-Qual |
Qualified |
| Min Single Premium: |
**** |
******* |
| Max Single Premium: |
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|
| Age < xx: |
**** |
******* |
| Age > xx: |
**** |
******* |
| Payroll Deduction: |
**** |
**** |
| Min Added Premium: |
**** |
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| Flexible Premiums ******* : |
****
|
|
| Min Single Premium Impaired: |
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| Min Single Premium Period Certain: |
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Age Restrictions
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Min Age |
Non-Qual
| Qualified
|
| Owner: |
|
***** |
***** |
| Annuitant: |
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***** |
***** |
| Impaired: |
|
***** |
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| Annuitization Age: |
|
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|
|
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Systematic Withdrawals
Systematic withdrawals are ***** ** *** ****** ****
*****************: **** ****** **** *****
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For Florida:
You may select an annuity payout option bas --[ subscription required to view full text ]--
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The Strategic Design --[ subscription required to view full text ]--
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Commissions
| Effective date of commission schedule: 01/01/2020 |
|
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
|
Option A
|
Strategic Design Annuity X with Embedded Benefits Rider
(All approved states)
|
Ages 40-75 |
|
| Initial Premium: |
**** |
| Ages 76+ |
|
| Initial Premium: |
**** |
Option B
|
Strategic Design Annuity X with Embedded Benefits Rider
|
Ages 40-75 |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 76+ |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
Option C
|
Strategic Design Annuity X with Embedded Benefits Rider
|
Ages 40-75 |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
| Ages 76+ |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |
Option D
|
Strategic Design Annuity X with Embedded Benefits Rider
|
Ages 40+ |
|
| Initial Premium: |
**** |
| Trail: |
Trail years ***+ is ***** |