Fixed Indexed Annuity

Retirement Foundation ADV

North American Company

4%

Best Cap

10%

Free W/D

50

States

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$10,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Bloomberg US Dynamic Balance Index IIAnnual4%100%--
Nasdaq-100 IndexAnnual4.75%100%--
Russell 2000 IndexAnnual4.75%100%--
S&P 500 IndexAnnual4.5%100%--
Fixed AccountDaily----2.8%

Surrender Schedule

Yr 1

6.5%

Yr 2

6%

Yr 3

5%

Yr 4

4%

Yr 5

3%

Yr 6

2%

Yr 7

1%

After

0%

Carrier Ratings

A.M. BestA+
Moody'sAa3
Standard & Poor'sAA

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