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

    Rates
      Current Rates
    xx/xx/xxxx
    Guaranteed
    Minimum Values
       Cap Part Rate Cap Part Rate
    S&P 500 Annual Point to Point Cap   ***    ***    ***   *** 
    S&P 500 Annual Point to Point Participation Rate   ***    ***    ***   *** 
    S&P 500 Annual Point to Point with Inverse Edge Trigger Trigger: 2.00
     ***    ***   *** 
    S&P 500 Monthly Point to Point Cap   ***    ***    ***   *** 
    S&P MARC 5% ER Annual Point to Point   ***    ***    ***   *** 
    S&P MARC 5% ER Annual Point to Point 2 Year w/ PR   ***    ***    ***   *** 
    Fixed Rate   (Rate guaranteed for 1 Year) *.** % *.** %

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

    Policy Notes

    A single-premium, fixed --[ 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

    For Florida: You may select an annuity payout option bas --[ subscription required to view full text ]--
    *** *******: *** *** ****** ** ******* ****** ****** ***** ** *** ************ ***** ** *** **** ***** *** ***** ******** ****. ********* ****** ******* ******* **** ******, **** ****** **** * **-**** ** **-**** ****** *******, ***** *** ******** **** ****** *** ***** *** ******** **** * **-**** ** **-**** ****** *******.
    ** ********** *** ********* ****** ********** ** *** **** ******** **** **** ******** *.**% ******* ***** *** ********* ****** ****** *.**%. *** ******** **** ***** ** *** **** *** ** **** ***** ** *** **** ** *** ******** ***********; ** *** **** **** *** ***** *** * ***** *****, *** **** *** **** ***** **** ** *** **** ******** *** ** *** *****. *** **********, ********* ** *** ****** ******** ****, *** *** **** * *******-**** **********, ******* ********* ******* ** ****** ***** **********, ** ** ** *% ** **** ******* *******. **** * ****** ****** ** ******* ** ****** ** ******* *** *** ***** ****** *** ******** ***** *** ******* ***.

    *** ********** ******* */*: **
    *** *********: **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **, **

    MVA Explanation

    The Strategic Design --[ subscription required to view full text ]--
    *** ********* ****** ******* * ******** * ****** ***** ********** **** ** ******* **** ****** *** ********* ****** ****** ** *** ******* ********** *** **** ********* ***** **** ******* *** *******-**** ******* ********* ******. **** ********** *** ******** ** ******** *** ********* ***** ********* ** *** ****** ** *** ***** ***** ** *** ****** ***** ********** ******** ***** ***** *** ********* **** *******.

    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 *****

    Related Information

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