Annuity Interest Rates Effective June 9, 2017
Annuity Interest Rates Effective June 9, 2017
Annuity Interest Rates Effective June 9, 2017
Summary of Changes:
? Interest rates will change on select strategies on these fixed index annuities: - NAC Charter? Plus - NAC RetireChoice? - Performance Choice?
? And the multi-year guarantee annuity: - North American Guarantee ChoiceSM II (5-year only)
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Traditional Fixed Annuities
NAC FoundationChoiceSM Plus
7 Year High Band
NAC FoundationChoice Plus
2.10%
High Band: $200,000 or More; Low Band: Less Than $200,000
7 Year Low Band 1.90%
10 Year High Band 2.50%
10 Year Low Band 2.30%
The NAC FoundationChoiceSM is issued on form NA1010A/ICC16-NA1010A.MVA (contract) by North American Company for Life and Health Insurance?, West Des Moines, IA. This product, its features and riders may not be available in all states.
IMPORTANT: Not all products, index options, or surrender charge periods are approved in all states. Please review the state availability chart for
state variations by product, index and term. Refer to the product disclosure or contract for minimum guaranteed fixed rates and minimum/maximum crediting method rates.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. ANNUITY SERVICE CENTER: 4350 Westown Parkway, West Des Moines, IA 50266 6745Z | REV 6-9-17
Annuity Interest Rates Effective June 9, 2017
Fixed Index Annuities
North American Charter? Plus
See our website for product information.
10-YEAR
14-YEAR
DA Index Margin (No Cap)
3.60%
2.85%
S&P 500?
MPP Index Cap Rate APP Index Cap Rate APP Participation Rate (No Cap)
1.35%
2.60% 25%
1.75% 3.80% 30%
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 5% (Not available in all states)
APP Index Margin (No Cap)
3.90%
2.60%
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 8% Two-Year PTP Index Margin (No Cap)
(Not available in all states)
(Annual Index Margin Shown)
4.85%
3.45%
NASDAQ-100?
MPP Index Cap Rate
1.30%
1.40%
FIXED ACCOUNT RATE
1.55%
1.80%
PREMIUM BANDS:
$75,000+ Initial $20,000-$74,999 $75,000+ Initial $20,000-$74,999 Premium Initial Premium Premium Initial Premium
PREMIUM BONUS
7.00%
5.00%
10.00%
8.00%
FIXED ACCOUNT 1ST-YEAR YIELD (Fixed Rate + Premium Bonus)
8.65%
6.62%
11.98%
9.94%
CONNECTICUT STATE VARIATION:
PREMIUM BONUS FIXED ACCOUNT 1ST-YEAR YIELD
2.00% 3.58%
NA
NA
NA
NA
North American Charter? Plus State Variations for AK, CA, DE, HI, MO, MN, NV, OH, OK, OR, PA, SC, TX, UT, VA, WA
See our website for product information.
10-YEAR
DA Index Margin (No Cap)
3.85%
S&P 500?
MPP Index Cap Rate APP Index Cap Rate APP Participation Rate (No Cap)
1.30% 2.45% 20%
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 5% (Not available in all states)
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 8% (Not available in all states) NASDAQ-100?
FIXED ACCOUNT RATE
APP Index Margin (No Cap)
Two-Year PTP Index Margin (No Cap) (Annual Index Margin Shown) MPP Index Cap Rate
4.20%
5.25% 1.20% 1.45%
PREMIUM BANDS:
$75,000+ Initial Premium $20,000-$74,999 Initial Premium
PREMIUM BONUS FIXED ACCOUNT 1ST-YEAR YIELD (Fixed Rate + Premium Bonus)
7.00% 8.55%
5.00% 6.52%
The North American Charter? Plus 10 is issued on form NC/NA1007A, ICC15-NA1007A (certificate/contract) by North American Company for Life and Health Insurance?, West Des Moines, IA. This product, its features and riders may not be available in all states.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. ANNUITY SERVICE CENTER: 4350 Westown Parkway, West Des Moines, IA 50266 6745Z | REV 6-9-17
Annuity Interest Rates Effective June 9, 2017
Fixed Index Annuities
NAC BenefitSolutions?
S&P 500?
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 5% DJIA? NASDAQ-100? FIXED ACCOUNT RATE
MA Participation Rate (No Cap) MPP Index Cap Rate APP Index Cap Rate APP Index Margin (No Cap) MA Participation Rate (No Cap) MPP Index Cap Rate
NAC BenefitSolutions? STATE VARIATIONS:
S&P 500?
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 5% DJIA? NASDAQ-100? FIXED ACCOUNT RATE
MA Participation Rate (No Cap) MPP Index Cap Rate APP Index Cap Rate
APP Index Margin (No Cap)
MA Participation Rate (No Cap) MPP Index Cap Rate
10-YEAR 70% 2.15% 5.00%
1.75%
75% 1.65% 2.25%
14-YEAR 95% 2.65% 6.00%
0.75%
95% 2.05% 3.00%
10-YEAR Rates for CT, DE, FL, IN, MD, MS,
NV, OH, OK, SC, TX 70% 2.00% 4.50%
2.00%
70% 1.65% 2.20%
14-YEAR
Rates for FL, IN, MD, MS
90% 2.60% 5.65% 1.20%
90% 2.00% 2.85%
NAC BenefitSolutions? II
State Variations for AK, MN, MO, OR, PA, UT, VA, WA
Click on each year for more product info!
MA Participation Rate (No Cap)
S&P 500?
MPP Index Cap Rate
APP Index Cap Rate
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 5%
APP Index Margin (No Cap)
DJIA?
MA Participation Rate (No Cap)
NASDAQ-100?
MPP Index Cap Rate
FIXED ACCOUNT RATE
7-YEAR 70% 2.00% 4.50%
2.00%
70% 1.65% 2.20%
The NAC BenefitSolutionsSM is issued on form NC/NA1006A/ICC14-NA1006A (certificate/contract) by North American Company for Life and Health Insurance?, West Des Moines, IA. This product, its features and riders may not be available in all states.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. ANNUITY SERVICE CENTER: 4350 Westown Parkway, West Des Moines, IA 50266 6745Z | REV 6-9-17
Annuity Interest Rates Effective June 9, 2017
Fixed Index Annuities
NAC RetireChoice?
State Variations:
State Variation: In OH, OK and UT no 14-Year
OH, OK
UT
High Band: $250,000 or More; Low Band: $20,000 ? $249,999 See our website for product information.
MA Participation Rate (No Cap)
MPP Index Cap Rate
10-YEAR
High Band Low Band
60% 1.75%
55% 1.65%
14-YEAR
High Band Low Band
65% 2.10%
60% 2.00%
10-YEAR
High Band Low Band
55% 1.65%
50% 1.55%
10-YEAR
High Band Low Band
50% 1.55%
45% 1.45%
S&P 500?
Biennial PTP Index Cap Rate
8.10%
7.40% 9.05%
8.10%
7.40%
6.75%
6.75%
6.05%
APP Index Cap Rate
IPT Declared Rate
S&P 500? LOW VOLATILITY DAILY RISK APP Index Margin (No Cap) CONTROL 5%
S&P 500? LOW
Two-Year PTP Index Margin
VOLATILITY DAILY RISK (No Cap)
CONTROL 8%
(Annual Index Margin Shown)
S&P MIDCAP 400?
MA Participation Rate (No Cap) APP Index Cap Rate
DJIA?
MA Participation Rate (No Cap) APP Index Cap Rate
NASDAQ-100?
MPP Index Cap Rate APP Index Cap Rate
LBMA AFTERNOON (PM) GOLD PRICE
APP Index Cap Rate
FIXED ACCOUNT RATE
PREMIUM BONUS
FIXED ACCOUNT 1ST-YEAR YIELD (Fixed Rate + Premium Bonus)
4.20% 3.90%
2.85%
3.60%
50% 3.25% 60% 3.40% 1.60% 3.30% 3.85% 2.00% 2.50% 4.55%
3.90% 3.65%
3.25%
4.70% 4.25%
1.85%
4.30% 3.90%
2.25%
4.00%
45% 3.00% 55% 3.10% 1.50% 3.00%
3.50%
1.85% 2.50% 4.39%
2.55%
55% 3.65% 65% 3.80% 1.75% 3.70%
4.00%
2.50% 3.00% 5.57%
3.00%
50% 3.25% 60% 3.40% 1.60% 3.30%
3.85%
2.25% 3.00% 5.31%
3.90% 3.65%
3.20%
3.60% 3.35%
3.90%
4.00%
45% 3.00% 55% 3.10% 1.50% 3.00%
3.50%
1.85% 2.50% 4.39%
4.45%
45% 2.65% 50% 2.80% 1.40% 2.70%
3.15%
1.70% 2.50% 4.24%
3.60% 3.35%
3.85%
4.45%
45% 2.65% 50% 2.80% 1.40% 2.70% 3.15% 1.70% 2.50% 4.24%
3.35% 3.10%
4.65%
5.55%
40% 2.40% 45% 2.50% 1.30% 2.45% 2.85% 1.55% 2.50% 4.08%
The NAC RetireChoice? is issued on form LC/LS160A (certificate/contract) by North American Company for Life and Health Insurance?, West Des Moines, IA. This product, its features and riders may not be available in all states.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. ANNUITY SERVICE CENTER: 4350 Westown Parkway, West Des Moines, IA 50266 6745Z | REV 6-9-17
Annuity Interest Rates Effective June 9, 2017
Fixed Index Annuities
NAC IncomeChoice?
(Includes Threshold Participation Strategy)
High Band: $250,000 or More; Low Band: $20,000 ? $249,999
7-YEAR High Band (all states)
7-YEAR Low Band (all states)
S&P 500?
MPP Index Cap Rate
APP Index Cap Rate
APP Participation Rate (No Cap) (Not available in HI, PA)
1.65% 3.80% 30%
1.55% 3.55% 25%
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 5%
APP w/ Threshold Participation Rates (No Cap) (Not available in HI, PA)
Index Return Threshold
Base Participation Rate
Enhanced Participation Rate
APP Index Margin (No Cap) (Not available in PA)
S&P 500? LOW VOLATILITY DAILY RISK CONTROL 8%
Two-Year PTP Index Margin (No Cap) (Annual Index Margin Shown) (Not available in PA)
FIXED ACCOUNT RATE
GLWB BONUS
8.00% 50% 120% 3.35%
3.75% 1.75% 5.00%
8.00% 40% 120% 3.95%
4.20% 1.55% 5.00%
10-YEAR High Band
(except OH & TX)
1.70% 4.00% 30%
7.00%
50%
135%
2.50%
3.40%
1.85% 5.00%
10-YEAR Low Band
(except OH & TX)
1.60% 3.75%
30%
8.00%
50%
120%
3.00%
OH, TX 10-YEAR 1.60% 3.75% 30% 8.00% 50% 120%
3.00%
3.80%
1.70% 5.00%
3.80%
1.70% 5.00%
Additional Crediting Methods and Rates for HI, PA
High Band: $250,000 or More; Low Band: $20,000 ? $249,999
S&P 500?
S&P MIDCAP 400? DJIA? NASDAQ-100? LBMA AFTERNOON (PM) GOLD PRICE
MA Participation Rate (No Cap) 3-Year MA Participation Rate (No Cap) IPT Declared Rate MA Participation Rate (No Cap) APP Index Cap Rate MA Participation Rate (No Cap) APP Index Cap Rate MPP Index Cap Rate APP Index Cap Rate APP Index Cap Rate
High Band
55% 90% 3.65% 45% 3.00% 55% 3.10% 1.50% 3.00% 3.50%
10-YEAR
Low Band
50% 85% 3.35% 45% 2.70% 50% 2.80% 1.40% 2.75% 3.20%
The NAC IncomeChoice? is issued on form ICC16-NA1009A (certificate/contract) by North American Company for Life and Health Insurance?, West Des Moines, IA. This product, its features and riders may not be available in all states.
FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. ANNUITY SERVICE CENTER: 4350 Westown Parkway, West Des Moines, IA 50266 6745Z | REV 6-9-17
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