This page is provided to show you the amount of detailed information we provide to our subscribers, the content has been masked.  To see full details, please register.
  • See unprotected sample products
  • More products from this carrier and other related links


  • North American Company


    Performance Choice 8


    A Fixed Indexed Annuity with a 8-year surrender period.
    This product is not available in *** *** *** *** *** *** *** *** ***

    Ratings
      A.M. Best :  A+   Fitch:  A+   Standard & Poor's:  A+  

    Rates
      Current Rates
    xx/xx/xxxx
    Guaranteed
    Minimum Values
       Cap Spread Part Rate Cap Spread Part Rate
    1-Year Fidelity Multifactor Yeild Index 5% ER W/ Enhanced PR **FEE**   ***    ***   ***    ***   ***   *** 
    1-Year Fidelity Multifactor Yeild Index 5% ER W/PR   ***    ***   ***    ***   ***   *** 
    1-Year S&P 500 Annual Point-to-Point W/PR   ***    ***   ***    ***   ***   *** 
    1-Year S&P 500 Low Volatility Daily Risk Control 5% Index   ***    ***   ***    ***   ***   *** 
    1-Year S&P 500 Monthly Point-to-Point Cap   ***    ***   ***    ***   ***   *** 
    1-Year S&P 500 Point-to-Point   ***    ***   ***    ***   ***   *** 
    1-Year S&P MARC 5% ER Annual Point to Point W/PR   ***    ***   ***    ***   ***   *** 
    2-Year Fidelity Multifactor Yeild Index 5% ER W/ Enhanced PR **FEE**   ***    ***   ***    ***   ***   *** 
    2-Year Fidelity Multifactor Yeild Index 5% ER W/PR   ***    ***   ***    ***   ***   *** 
    2-Year S&P 500 Annual Point-to-Point W/PR   ***    ***   ***    ***   ***   *** 
    2-Year S&P MARC 5% ER Annual Point to Point W/PR   ***    ***   ***    ***   ***   *** 
    1-Year Fixed   (Rate guaranteed for 1 Year) *.** % *.** %

    State Specified Minimum Interest Rate: ****
    Premium Bonus
    - none -

    Policy Notes

    The @annuityname@ is a flexible --[ subscription required to view full text ]--
    *** @***********@ ** * ******** ******* ***** ******* ******* **** * @*******@-**** ********* ****** ****** **** ******** ********** **** ** *** ********, ****-**** ******, *** * ***** ******* ****** **** *** ***** ******* ** ******** ****** **** ** **** ** **** ** ******* *** ** ****** ************. *** @***********@ ** *** ** ********** ** *** ***** ******. ** ** * ***** ******* **** ******* ******** ***** ** ******** ***** ******* ******* *** *** ****** *********** ** ***** ******** *******. *** @***********@ ** ****** ** **** ** ****** ** ********** ****** *** ****** ** ***** *********** ******* ***** ** *********.

    Provisions
    Free Look Period: ****
    (Free look period may vary by state)
    Rate Lock Protection: ****
    Bail Out Provision Available: ***
    *** *** ***: ****
    Loan Provision Available: ***
    *** *** ***: ****
    Tax Sheltered: ***
    Market Value Adjustment: ***
    MRD: ***
    Front-End Fee: ***
    Annual Maintenance Fee: ***
    Return of Premium Available: ***
    Death Benefit is: *** ****
    Premiums
      Non-Qual Qualified
    Min Single Premium: **** *******
    Max Single Premium:
    Age < xx: **** *******
    Age > xx: **** *******
    Payroll Deduction: **** ****
    Min Added Premium: **** ****
    Flexible Premiums ******* : ****  
    Min Single Premium Impaired: ****** ******
    Min Single Premium Period Certain: ****** ******
     
    Age Restrictions
      Min Age Non-Qual Qualified
    Owner:   ***** *****
    Annuitant: ***** ***** *****
    Impaired:   ***** *****
    Annuitization Age:   ***** *****

    ***** ***** ***** ****** *** **** * ***** ****** *** ****** ***** ** ******** *** ***** ***** ***** ****** *** **** * ***** ***** ***** ***** ****** *** **** * *****


    Systematic Withdrawals


    Systematic withdrawals are ***** ** *** ****** ****
    *****************: **** ****** **** *****

    **** *** ***** ** $****.**
    *** *** ****** *** $****.**
    **** ***** ******* ***** ******* * ****** ***** ****

    State Specific Notes

    In California, the --[ subscription required to view full text ]--
    ** **********, *** ****** ***** ********** ** ******* ** *** ********* ****** ** *.**% ** *** ************ ***** ** *** **** ** *********. **** ********** ** ******* **** ****** *** ********* ****** ****** ** ********** ********* *** ********** *******-**** *********.
    *** *********: **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **

    MVA Explanation

    Interest Adjustment:
    --[ subscription required to view full text ]--
    ******** **********:
    *** @***********@ ******** ** ******** **********, ***** ********* ****** *** ******* ** ****** ****** ******** ***** **** ** ******** ******* ** ******** **********. ** ** ******* **** ****** *** ******** ********** ****** ** **** ********** *** ** *** ******* ********* ** ****** ** *** ********** *******-**** ******* ********* ******. **** ********** *** ******** ** ******** *** ********* ***** ********* ** *** ****** ** ******** ***** ****** *** ****** ***** *** ********* **** @***********@ *******. *** *** “************* *** ******** **********” ******** *** **** ***********. ****: *** ********** ** *** ******.

    Commissions
    Effective date of commission schedule: 01/01/2020
    Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.

    Option A

    Performance Choice 8
    Ages 40-75 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Ages 76-79 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Ages 80-85 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****

    Option B

    Performance Choice 8
    Ages 40-75 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****
    Ages 76-79 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****
    Ages 80-85 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****

    Option C

    Performance Choice 8
    Ages 40-75 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****
    Ages 76-79 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****
    Ages 80-85 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Renewal Premiums: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****

    Option D

    Performance Choice 8
    Ages 40+ Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
    Initial Premium: **** **** **** **** **** **** **** ****
    Trail: Trail years ***+ is *****

    Chargebacks - Initial Term
    For death, full surrenders, partial withdrawals and/or Required Minimum Distributions (RMD's) occurring within the first contract anniversary year the following chargeback --[ subscription required to view full text ]--
    *********** - ******* ****
    *** *****, **** **********, ******* *********** ***/** ******** ******* ************* (***'*) ********* ****** *** ***** ******** *********** **** *** ********* ********** *********** *****: *.) *** ******** ****** *** *** ****** ****, ***** ******** ******, ***** ******** ******, ** **** *, **, *** *** ********: ***% ********** **** *** ***** ** *** *** ***** ***** *** ******** ***** **** ******* *** ***** ******** *********** ****; *** *.) ** **** *, ** *** ***, ***** ******** ****** *** *** ****** **** *******: ***% ********** ****** *** ***** ******** **** *** **% ********** ****** *** ****** ******** ****. *********** ** *** *** ****** **** **** **** ***** ** ********** *** ******. ***** ** ** ********** ** *****. ***** ** ** ********** ** * ****, ****** *** **** ******* *** ****** ** *****.
    *** ************* ** ***** ********, ***** ** * ***% ********** ********** ********** *** ****** ********* ****** ****** ** *** ********. ** ******** *** *** ******* ** *** ********, ***** ******** ******** *** ***** ** ********** *********** ** *** ****, ** *** **** **********, ******** ** ********** * *** * ** *** ***** ********, ***** ** ********* ************ ******.
    *********** - ********
    *** **** ********** ** ******* *********** ***** ******* ** * *****-**** ********** ******* (**** ***** ***** **** * ********* ****** ** * ***** ** ******) **-***** *********** **** ********** ** ***% **** *** **** ** **-***** ******* *** *** ** *** ***** * ******, *** ********** ** **% **** *** ***** ** *** ******* ***** ***** *** **-***** **** ******* *** ***** ******** *********** **** ***** **-*****. ***** ** ** **-***** *********** ********** ** *** ***** ** ***** ** ***. ********** *****;
    *** ********* **** ******** ** $***,** ** ****, *********** **** ** **** *** * ****** *** ****-**** ****** (********* ** **** ** ******** ***** ****** *******) ** *** *****.
    ******* ************ ****** ** ***** *** ***** **** **** ** *******, ******* ********* ******* ** ***-***-**** *** ******** *******.


    Related Information

    Other North American Company Products

    MYGA
    Guarantee Choice 7
    Guarantee Choice 10
    Guarantee Choice 3
    Guarantee Choice 5
    Fixed Indexed Annuity
    BenefitSolutions 10
    Charter Plus 10
    Charter Plus 10 (State Variations)
    Charter Plus 14
    IncomeChoice 10
    NAC VersaChoice 10
    NAC VersaChoice 10 (ELB)
    PrimePath 12
    PrimePath 9
    SPIA
    NA Income

    Available Subscriptions

    This information is available with any of these subscriptions:

    Single-User Edition

    An affordable, full access subscription, for the individual broker

    Office Edition

    Multiple users with administrative control over the products, features and content displayed

    Web Edition

    Put our product grids, detail and tools on your website instantly!

    Web Edition -Retailers

    A special edition for retailers, just the right amount of information for the consumer, plus the ability collect and manage leads.

    Additional Information

    See what else we offer:

    Upcoming Rate Changes

    We track rate changes and can notify you before they take effect!

    Annuity Illustrations

    The illustration system carriers prefer

    Rider Comparisons

    Compare multiple income riders, side-by-side

    Product Videos

    Access the Brainshark training videos right from our product lists



    2667