Competitive Edge - the RZ Financial Network
Competitive Edge - the RZ Financial Network
Competitive Edge - the RZ Financial Network
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Fixed Interest Annuity Rates effective for<br />
premiums received on or after 05/22/12. Base Interest Rate 1 Additional Interest 2<br />
Flexible Premiums<br />
RetireOne (No applications accepted<br />
after June 01, 2012 – except in OR.)<br />
1 st Policy Year<br />
Interest Rate 3<br />
1.00% 1.00% 2.00%<br />
RetireTwo 1.00% 1.00% 2.00%<br />
RetireThree 1.15% 1.15%<br />
RetireFour 1.25% 1.00% 2.25%<br />
RetireFive 1.00% 5.00% 6.00%<br />
RetireMax Roth Advantage 1.00% 1.00% 2.00%<br />
TSA Flexible Premiums<br />
RetireMax FPDA I (No applications<br />
accepted after June 01, 2012 – except in<br />
OR.)<br />
1.00% 1.00% 2.00%<br />
RetireMax FPDA II 1.00% 1.00% 2.00%<br />
RetireMax FPDA III 1.15% 1.15%<br />
RetireMax FPDA III Plus 1.10% 1.10%<br />
RetireMax FPDA IV 1.25% 1.00% 2.25%<br />
RetireMax TSA 90<br />
not available for sale after 09/30/11<br />
1.10% 1.10%<br />
Texas Star (Texas only) 1.15% 1.15%<br />
Texas Star + (Texas only) 1.10% 1.10%<br />
Texas Choice (Texas only)<br />
not available for sale after 09/30/11<br />
1.10% 1.10%<br />
RetireMax Millennium Flex 1.00% 5.00% 6.00%<br />
RetireMax Benefit Access NC457 1.25% 1.25%<br />
1. Current base interest rate payable on new premiums. These rates are subject to change.<br />
2. Additional Interest rate payable for one year on premiums paid in <strong>the</strong> first Policy Year.<br />
3. Total current interest rate on premiums paid in <strong>the</strong> first Policy Year. These rates are subject to change.<br />
Single Premium Annuity Rates effective<br />
for policies issued on or after 05/22/12. Base Interest Rate<br />
Single Premium<br />
Additional<br />
Interest<br />
1 st Policy Year<br />
Interest Rate<br />
RetireMax Millennium Plus 1.00% 5.00% 6.00%<br />
RetireMax Secure 5 * SureRate 2<br />
1.50% 1.50%<br />
**<br />
For Single Premiums $25,000 to $99,999 1.00% 1.00%<br />
For Single Premiums $100,000<br />
RetireMax Income Master<br />
1.15% 1.15%<br />
(No applications accepted after June 01,<br />
2012.)<br />
1.25% 1.25%<br />
* Rate guaranteed for five (5) years from issue.<br />
** Rate guaranteed for two (2) years from issue.
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