The Fixed and Fixed Equity Index Annuity can be implemented as a Stand Alone Tax-Deferred Annuity i.e., Non-Qualified Plan and/or Qualified Individual Retirement Arrangement; such as TSA 403-b plans, SEP-IRA, Roth-IRA, IRA and 401-k rollovers/transfers. As a key note the TSA 403-b plan requires a minimum of $50 to open, should there be subsequent contributions (monthly on-going) the minimum monthly is also $50 a month. This is only for the qualified TSA 403-b plan, all other qualified plans require a $2,000 minimum to open.
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Document Library
| Name | Description |
 | The Charter Series Brochure | Gains Pegged to the Market(s) plus a 5% or 10% Matching Bonus to Enhance Your Tax-Deferred Growth |
| Charter Series Application | Open Print & Call, Requires Agent's Witnessing Signature |
| North American 10 | Brochure, 10-year surrender charge 10% matching bonus for five-yrs,with 3-different indexing options. |
| North American 10 Application | Call and/or Print, requires Agent's Witnessing Signature |
| North American Freedom Choice Brochure | Indexing to Several Markets w/ 6, 8, 10, or 14-year surrender charge--walk away options |
| North America Freedom Choice Application | Call and/or Print, requires Agent's Witnessing Signature |
| The Boomer Fixed Annuity 5% matching bonus for 1st Five years- | The First Annuity Designed for Your Generation. |
| The Boomer Annuity Application. First Year Yield 8.83% GUARANTEED | Offers a 5% bonus 1st FIVE contract yrs, plus a 2% years 8-10, then 5%, 11th year on, fixed starting at 3.65% |
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