Downloadable Grids
Download a summary of our best-selling annuities for hard-copy reference. All the product details are provided along with a quick reference of products by type, term bonus features, and other details. We make every effort to keep information current by promptly posting changes we receive from carriers.

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Index Annuities with bonuses

Carrier Product Crediting Choices Term Bonus
American Equity Bonus Gold (Index-1-05) DE Only - 10% Bonus Fixed, 3/S&P, 2/DJIA, Bond 17 10%/1 Yr.
American Equity Bonus Gold (Index 1-07) (10% Bonus) Fixed, 3/S&P, 2/DJIA, Bond 16 10%/1 Yr.
National Western Life Ultra Future 15 10% 1st yr; 4.75% yrs 2-5
American Equity Retirement Gold Fixed/5 S&P 10 10%/14yr.
Life Insurance Company of the Southwest SecurePlus Premier 10 Fixed, 3/S&P, 2/Russell 10 10%
Old Mutual Financial Network OMIndex-Escalator 10 Fixed, 3/S&P 10 10%/1 Yr, 1%/Yr
Old Mutual Financial Network OMIndex-Escalator 8 Fixed, 3/S&P 8 8%/1 Yr, 1%/Yr
Old Mutual Financial Network OMIndex-Escalator 6 Fixed, 3/S&P 6 6%/1 Yr, 1%/Yr
Life Insurance Company of the Southwest SecurePlus Accumulator 5 Annual Pt-Pt; Annual Pt-Daily Ave; Declared Rate 15 5%
American Equity Bonus 5 (FPDA) Index 3-07-WA only 12 5%/ 1Yr.
Great American Life American Valor II - 5% Bonus Fixed, Mo Avg, Daily Avg 12 5%/3 Yrs
AIG American General VisionMaximizer (5% Bonus) Fixed, 3/S&P 10 5% 1st year
American Equity Advantage Gold (Index 6-07) (5% Bonus) Fixed, 5/S&P, Bond 10 5%/1 Yr.
American Equity Benefit Gold (ICC10 Index-110) 10 5%/ 1yr.
ING-USA Secure Index Opportunities Plus Fixed, 2/S&P 10 5%/1 Yr.
NACOLAH Charter Series (5%/10% Bonus) S&P,DJIA,NASDAQ,DJES,RUSSELL 7/10/14 5%/10%
NACOLAH Precision Series (5%/10% Bonus) S&P,DJIA,NASDAQ,DJES,RUSSELL 7/10/14 5%/10%
AIG American General HorizonIndex (4% Bonus) Fixed, 2/S&P 9, 12 4%/1 Yr
Lincoln Financial Network OptiPoint 12 (4% Bonus) Fixed, 3/S&P 12 4%/5 Yrs
ING-USA Secure Index Outlook Fixed, 2/S&P 10 3%/1 Yr.
Lincoln Financial Network OptiPoint 10 (3% Bonus) Fixed, 3/S&P 10 3%/4 Yrs
Old Mutual Financial Network OMIndex-Spectrum 9 Fixed, 5/S&P 9 3%/1 yr.
OMFN of NY OMNYIndex-Spectrum-10 (2% Bonus) Fixed, 3/S&P 10 2%
Lincoln Financial Network OptiPoint 8 (2% Bonus) Fixed, 3/S&P 8 2%/3 Yrs

Index Annuities without bonuses

Carrier Product Crediting Choices Term
Life Insurance Company of the Southwest SecurePlus Platinum Ann. Pt-Pt; Pt-Daily Ave; Fixed Rate 15
National Western Life Ultra Classic 13
American Equity Income Gold (Index 3-07) 5% Bonus Fixed, 3/S&P, Bond 12
Life Insurance Company of the Southwest SecurePlus Premier 8 12
AIG American General Global Bonus 10
ForeThought Destination Income Fixed, 1/S&P 10
ForeThought Destination Income 15 10
ForeThought Guaranteed Destinations 10
ForeThought Guaranteed Destinations (WA Only) 10
ForeThought Income 125 10
ForeThought Index Bonus 115 10
Life Insurance Company of the Southwest SecurePlus Gold Ann. Pt-Pt; Pt-Daily Ave; Fixed Rate 10
NACOLAH NA Ten S&P, DJIA, NASDAQ, DJES, RUSSELL 10
Old Mutual Financial Network OMIndex-Accelerator 10 1 Fixed/5 S&P 10
Old Mutual Financial Network OMIndex-Safety 10 Fixed, 4/S&P 10
ING-USA Envoy 6 Fixed, S&P/DJ 9
ING-USA Envoy 9 Fixed, S&P/DJ 9
Life Insurance Company of the Southwest SecurePlus Premier 3 9
Lincoln Financial Network OptiChoice 9 9
National Western Life Global Lookback 9
AIG American General Global 8 Fixed, 2 S&P, 1 Global 8
Life Insurance Company of the Southwest SecurePlus SaverSelect 8
Lincoln Financial Network New Directions 8 Fixed, 2/S&P 8
ING-USA Secure Index Seven Fixed, 2/S&P 7
Life Insurance Company of the Southwest SecurePlus Silver Ann. Pt-Pt; Pt-Daily Ave; Fixed Rate 7
Lincoln Financial Network OptiChoice 7 7
Old Mutual Financial Network OMIndex-Accelerator 7 1 Fixed/5 S&P 7
Old Mutual Financial Network OMIndex-Safety 7 Fixed, 4/S&P 7
OMFN of NY OMNYIndex-Safety 7 7
AIG American General Global 6 Fixed, 2 S&P, 1 Global 6
American Equity Integrity Gold (Index 5-07) 6
ForeThought Destination 6 Fixed, 3/S&P 6
Lincoln Financial Network New Directions 6 Fixed, 2/S&P 6
ING-USA Secure Index Five Fixed, 2/S&P 5
Lincoln Financial Network OptiChoice 5 5

MYG Annuities with bonuses

Carrier Product Term Bonus
AIG American General HorizonPlus (6% Bonus) 9 6%/1 Yr
Lincoln Financial Network Classic 7 (2%,3% Bonus) 7 3%/1 Yr
AIG American General HorizonMYG (4% Bonus) 10 2.0/yr. 1
Lincoln Financial Network Classic 5 (1%,2% Bonus) 5 2%/1 Yr
Old Mutual Financial Network OMGuarantee-Plus 5 5 1%/1 Yr
Old Mutual Financial Network OMGuarantee-Plus 3 3 1%/1 Yr

MYG Annuities without bonuses

Carrier Product Term
AIG American General HorizonSelect 5,7,10
ING-USA Guarantee Choice 7,10
Sun Life Financial Keyport Value 5,6,7
Presidential Life Secure 6 6
Old Mutual Financial Network OMGuarantee-Platinum 5 5
Presidential Life Secure 5 5
Presidential Life Secure 4 4
Old Mutual Financial Network OMGuarantee-Platinum 3 3

Traditional Annuities - rate guaranteed 1st year only - with bonuses

Carrier Product Term Bonus
American Equity Premier Eagle 10 (10% Bonus) 15 10%(Year 1-5)
American Equity Premier Eagle 12 (10% Bonus) 10 10%/1YR (0-78)
American Equity FPDA-11 (6% Bonus) 12 6%/1 Yr
Life Insurance Company of the Southwest RetireFive 10 5%
American Equity FPDA-10 (2% Bonus) 12 2%/1 Yr
American Equity FPDA-1 (2% Bonus) OR only 10 2%/1 Yr
Life Insurance Company of the Southwest RetireFour 15 1%
Life Insurance Company of the Southwest RetireTwo 10 1%
Life Insurance Company of the Southwest RetireOne 7 1%

Traditional Annuities - rate guaranteed 1st year only - without bonuses

Carrier Product Term
ForeThought Secure Bonus 115 10
ForeThought Secure Bonus 115 Plus 10
ForeThought Secure Income 125 10
National Western Life Protector One 10
American Equity FPDA-12 9
Presidential Life No-Load Flex 9

Single Premium Immediate Annuities

Carrier Product Max Age Min Term (Years)
AIG American General Platinum Income 90 5
American Equity Immediate Annuity 90 5
Great American Life SPIA 95 3
ING-USA SPIA 80 5
Lincoln Financial Network Single Premium Immediate Annuity 95 5
NACOLAH N.A. Income (SPIA) 95 5
Old Mutual Financial Network OMImmediate-Income 100 5
Presidential Life SPIA 99 2
Sun Life Financial Single Premium Immediate Annuity 85 10

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