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North American Company


Performance Choice 8 Plus


A Fixed Indexed Annuity with a 8-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 Spread Part Rate Cap Spread Part Rate
1-Year DJ EuroStoxx 50 Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year Dow Jones Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year Hang Seng Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year Nasdaq 100 Monthly Point-to-Point Cap   ***    ***   ***    ***   ***   *** 
1-Year Nasdaq 100 Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year Russell 2000 Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year S&P 400 Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year S&P 500 Monthly Point-to-Point Cap   ***    ***   ***    ***   ***   *** 
1-Year S&P 500 Point-to-Point   ***    ***   ***    ***   ***   *** 
1-Year S&P MARC 5% ER   ***    ***   ***    ***   ***   *** 
1-Year S&P MARC 5% ER Annual Point to Point W/PR   ***    ***   ***    ***   ***   *** 
Inverse Performance Trigger Trigger: 3.70
 ***   ***    ***   ***   *** 
S&P 500 Low Volatility Daily Risk Control 5% Index   ***    ***   ***    ***   ***   *** 
Threshold   ***    ***  25/115 after 0%  ***   ***   *** 
1-Year Fixed   (Rate guaranteed for 1 Year) *.** % *.** %

State Specified Minimum Interest Rate: ****
Premium Bonus
 Year: 1 2 3 4 5
Bonus Rate: **** **** **** **** ****

Policy Notes

The @annuityname@ is a flexible premiu --[ 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

Annual Point-to-Poin --[ subscription required to view full text ]--
****** *****-**-***** ********* ****** **** ***** ****** ** *** ********* ** **** **** **: **, ** ********* ************* ******** ** *** ********* ** **** **** **: **, **, **, **, **

MVA Explanation

Interest Adjustment:
--[ subscription required to view full text ]--
******** **********:
*** @***********@ ******** ** ******** **********, ***** ********* ****** *** ******* ** ****** ****** ******** ***** **** ** ******** ******* ** ******** **********. ** ** ******* **** ****** *** ******** ********** ****** ** **** ********** *** ** *** ******* ********* ** ****** ** *** ********** *******-**** ******* ********* ******. **** ********** *** ******** ** ******** *** ********* ***** ********* ** *** ****** ** ******** ***** ****** *** ****** ***** *** ********* **** @***********@ *******. *** *** “************* *** ******** **********” ******** *** **** ***********. ****: *** ********** ** *** ******.

Commissions
Effective date of commission schedule: 01/01/2019
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.

Option A

Performance Choice 8 Plus
Ages 40-75 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Ages 76-79 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Ages 80-85 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****

Option B

Performance Choice 8 Plus
Ages 40-75 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****
Ages 76-79 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****
Ages 80-85 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****

Option C

Performance Choice 8 Plus
Ages 40-75 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****
Ages 76-79 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****
Ages 80-85 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Renewal Premiums: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****

Option D

Performance Choice 8 Plus
Ages 40+ Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Initial Premium: **** **** **** **** **** **** **** ****
Trail: Trail years ***+ is *****

Chargebacks - Initial Term
For death, full surrenders, partial withdrawals and/or Required Minimum Distributions (RMD's) occurring within the first contract anniversary year the following chargeback --[ subscription required to view full text ]--
*********** - ******* ****
*** *****, **** **********, ******* *********** ***/** ******** ******* ************* (***'*) ********* ****** *** ***** ******** *********** **** *** ********* ********** *********** *****: *.) *** ******** ****** *** *** ****** ****, ***** ******** ******, ***** ******** ******, ** **** *, **, *** *** ********: ***% ********** **** *** ***** ** *** *** ***** ***** *** ******** ***** **** ******* *** ***** ******** *********** ****; *** *.) ** **** *, ** *** ***, ***** ******** ****** *** *** ****** **** *******: ***% ********** ****** *** ***** ******** **** *** **% ********** ****** *** ****** ******** ****. *********** ** *** *** ****** **** **** **** ***** ** ********** *** ******. ***** ** ** ********** ** *****. ***** ** ** ********** ** * ****, ****** *** **** ******* *** ****** ** *****.
*** ************* ** ***** ********, ***** ** * ***% ********** ********** ********** *** ****** ********* ****** ****** ** *** ********. ** ******** *** *** ******* ** *** ********, ***** ******** ******** *** ***** ** ********** *********** ** *** ****, ** *** **** **********, ******** ** ********** * *** * ** *** ***** ********, ***** ** ********* ************ ******.
*********** - ********
*** **** ********** ** ******* *********** ***** ******* ** * *****-**** ********** ******* (**** ***** ***** **** * ********* ****** ** * ***** ** ******) **-***** *********** **** ********** ** ***% **** *** **** ** **-***** ******* *** *** ** *** ***** * ******, *** ********** ** **% **** *** ***** ** *** ******* ***** ***** *** **-***** **** ******* *** ***** ******** *********** **** ***** **-*****. ***** ** ** **-***** *********** ********** ** *** ***** ** ***** ** ***. ********** *****;
*** ********* **** ******** ** $***,** ** ****, *********** **** ** **** *** * ****** *** ****-**** ****** (********* ** **** ** ******** ***** ****** *******) ** *** *****.
******* ************ ****** ** ***** *** ***** **** **** ** *******, ******* ********* ******* ** ***-***-**** *** ******** *******.


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