program compensation schedule for non-variable products ......allianz legacy by design - opta...

2/28/21

This report is based upon Default commission schedules for endorsed Carriers

Waddell and Reed Financial Services

Program Compensation Schedule for Non-Variable Products

Base General Agent

Banding Limitations: Premium

RangeClientComp

FaceAm't RangeAgesProduct:

Crump GrossAgent Schedule: General Agent Pays

Carrier: Accordia Life and Annuity Company GA Schedule:

PlanType

PremiumType Years

Accordia Lifetime Foundation NoneNone 110.50UBase/Target None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Accordia Lifetime Foundation NoneNone 3.83UExcess None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Benefit Builder Xtra - Lvl NoneNone 17.00UBase/Target None1 - 1NoneNone 4.30None2 - 9NoneNone 0.56None10 - 99

Benefit Builder Xtra - Lvl NoneNone 5.44UExcess None1 - 1NoneNone 4.30None2 - 9NoneNone 0.56None10 - 99

Benefit Builder Xtra - SH NoneNone 25.50UBase/Target None1 - 1NoneNone 3.50None2 - 9NoneNone 0.56None10 - 99

Benefit Builder Xtra - SH NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 9NoneNone 0.56None10 - 99

Global Accumulator IUL NoneNone 110.50UBase/Target None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Global Accumulator IUL NoneNone 3.83UExcess None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Global Accumulator IUL w/ECV NoneNone 27.20UBase/Target None1 - 1NoneNone 3.78None2 - 9NoneNone 0.44None11 - 99

Global Accumulator IUL w/ECV NoneNone 4.68UExcess None1 - 1NoneNone 3.78None2 - 9NoneNone 0.44None10 - 99

Lifetime Builder Elite 2020 NoneNone 110.50UBase/Target None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Lifetime Builder Elite 2020 NoneNone 3.83UExcess None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Lifetime Builder Elite 2020 w/ECV NoneNone 27.20UBase/Target None1 - 1NoneNone 3.78None2 - 9NoneNone 0.44None11 - 99

ASTERISKS (**) DESIGNATE PLANS AND/OR CARRIERS THAT ARE NOT CURRENTLY IN ACTIVE-SUPPORTED STATUS.MDH 13000059020020313slm 2/28/2021 07:54:22r_commgrid of 160

Commissions are subject to change without notice by Crump or Carrier. Please note that laws, regulations, carrier restrictions and/or policy specific pricing may modify the commissionamounts as described in this Program Compensation Schedule without further notice.(!) Designates change in plan from last grid distribution. All rates are displayed as percent of premium and subject to rounding. (DC) This is a deferred commission product for which totalcompensation may not be reflected on this grid. Please contact your sales manager for more information regarding rates and policy years when deferred first year compensation applies.

2/28/21




Base General Agent


RangeClientComp



Carrier: Accordia Life and Annuity Company GA Schedule:

PlanType

PremiumType Years

Lifetime Builder Elite 2020 w/ECV NoneNone 4.68UExcess None1 - 1NoneNone 3.78None2 - 9NoneNone 0.44None10 - 99

Lifetime Foundation Elite IUL NoneNone 110.50UBase/Target None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

Lifetime Foundation Elite IUL NoneNone 3.83UExcess None1 - 1NoneNone 2.63None2 - 9NoneNone 0.44None10 - 99

General Agent


RangeClientComp



Carrier: Allianz Life Insurance Company of North America GA Schedule:

PlanType

PremiumType Years

Allianz Life Pro+ Adv (Comm A) NoneNone 114.75UBase/Target 0 - 801 - 1NoneNone 2.310 - 802 - 10NoneNone 0.000 - 8011 - 99

Allianz Life Pro+ Adv (Comm A) NoneNone 3.40UExcess 0 - 801 - 1NoneNone 2.310 - 802 - 10NoneNone 0.000 - 8011 - 99

Allianz Life Pro+ Adv (Comm A) w/ELO100% (DC)

NoneNone 40.16UBase/Target None1 - 1

NoneNone 2.31None2 - 10



NoneNone 3.40UExcess None1 - 1








2/28/21




General Agent


RangeClientComp



Carrier: Allianz Life Insurance Company of North America GA Schedule:

PlanType

PremiumType Years







Allianz Life Pro+ Adv (Comm B) (DC) NoneNone 57.80UBase/Target 0 - 801 - 1NoneNone 2.310 - 802 - 10NoneNone 0.000 - 8011 - 99

Allianz Life Pro+ Adv (Comm B) (DC) NoneNone 3.40UExcess 0 - 801 - 1NoneNone 2.310 - 802 - 10NoneNone 0.000 - 8011 - 99

Crump General Agent


RangeClientComp



Carrier: American General Life GA Schedule:

PlanType

PremiumType Years

AG Assured Edge Income Achiever-Opt1 NoneNone 5.13S Base/Target 0 - 801 - 1NoneNone 0.000 - 802 - 99




AG Ultra One (12/17) NoneNone 8.50T Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Def Inc Ann-Life NoneNone 4.50S Base/Target 0 - 901 - 1NoneNone 0.000 - 902 - 99

Am. Pathway Def Inc Ann-PdCer 15-30 NoneNone 4.50S Base/Target 0 - 901 - 1NoneNone 0.000 - 902 - 99

Am. Pathway Def Inc Ann-PdCer 7-14 NoneNone 3.50S Base/Target 0 - 901 - 1NoneNone 0.000 - 902 - 99

Am. Pathway Def Inc Ann-PdCer <7 NoneNone 2.75S Base/Target 0 - 901 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

Am. Pathway Def Inc Ann-PdCer <7 NoneNone 0.00S Base/Target 0 - 902 - 99Am. Pathway Imm Ann-Life/Pd Cer 15-30 NoneNone 3.50S Base/Target 0 - 901 - 1

NoneNone 0.000 - 902 - 99Am. Pathway Imm Ann-Pd Cer 7-14 NoneNone 2.75S Base/Target 0 - 901 - 1

NoneNone 0.000 - 902 - 99Am. Pathway Imm Ann-Pd Cer <7 NoneNone 1.75S Base/Target 0 - 901 - 1

NoneNone 0.000 - 902 - 99American Elite WL 2 (Conv. Only) NoneNone 76.50P Base/Target None1 - 1

NoneNone 2.00None2 - 10NoneNone 0.00None11 - 99

Max Accumulator + II NoneNone 90.61UBase/Target None1 - 1NoneNone 1.00None2 - 10NoneNone 0.00None11 - 99

Max Accumulator + II NoneNone 2.05UExcess None1 - 1NoneNone 0.00None2 - 99

Max Accumulator + II w/ECV Rider NoneNone 37.31UBase/Target None1 - 1NoneNone 8.75None2 - 7NoneNone 1.00None8 - 10NoneNone 0.00None11 - 99

Max Accumulator + II w/ECV Rider NoneNone 2.05UExcess None1 - 1NoneNone 1.00None2 - 10NoneNone 0.00None11 - 99

Power 10 Protector - Opt 1 NoneNone 8.25S Base/Target 18 - 751 - 1NoneNone 7.000 - 752 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0018 - 752 - 99



Power 10 Protector Plus Income Opt 1 NoneNone 8.25S Base/Target 50 - 751 - 1NoneNone 0.0050 - 752 - 99


Power 10 Protector Plus Income Opt 3 NoneNone 3.00S Base/Target 50 - 751 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

Power 10 Protector Plus Income Opt 3 NoneNone 0.00S Base/Target 50 - 752 - 99Power 5 Protector - Opt 1 NoneNone 3.88S Base/Target 18 - 801 - 1

NoneNone 3.250 - 802 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0018 - 802 - 99


Power 5 Protector - Opt 9 NoneNone 1.63S Base/Target 81 - 851 - 1NoneNone 0.0081 - 852 - 99

Power 7 Protector - Opt 1 NoneNone 5.50S Base/Target 18 - 801 - 1NoneNone 0.000 - 852 - 99NoneNone 0.0018 - 802 - 99

Power 7 Protector - Opt 2 NoneNone 3.00S Base/Target 18 - 801 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0018 - 802 - 99

Power 7 Protector - Opt 9 NoneNone 3.50S Base/Target 81 - 851 - 1NoneNone 0.0081 - 852 - 99



Protection Extend IUL (Conv. Only)(11/20) NoneNone 49.61UBase/Target None1 - 1NoneNone 30.25None2 - 3NoneNone 0.50None4 - 10NoneNone 0.00None11 - 99

Protection Extend IUL (Conv. Only)(11/20) NoneNone 2.46UExcess None1 - 1NoneNone 1.50None2 - 2NoneNone 0.69None3 - 10NoneNone 0.00None11 - 99

Secure Lifetime GUL 3 (5/20) NoneNone 90.61UBase/Target None1 - 1NoneNone 1.00None2 - 10NoneNone 0.00None11 - 99

Secure Lifetime GUL 3 (5/20) NoneNone 2.05UExcess None1 - 1NoneNone 0.00None2 - 99

Select a Term 10 (1/2021) NoneNone 77.49T Base/Target None1 - 1NoneNone 0.25None2 - 5NoneNone 0.00None6 - 99



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years
















2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years





Value+ Protector II NoneNone 90.61UBase/Target None1 - 1NoneNone 1.00None2 - 10NoneNone 0.00None11 - 99

Value+ Protector II NoneNone 2.05UExcess None1 - 1NoneNone 0.00None2 - 99

Base General Agent


RangeClientComp



Carrier: American National Insurance Co. GA Schedule:

PlanType

PremiumType Years

ANICO Sig.Term Express 10 Yr (11/2018) None100000 - 250000 80.75T Base/Target 18 - 701 - 1None100000 - 250000 0.2518 - 702 - 5None100000 - 250000 0.0018 - 706 - 99

ANICO Sig.Term Express 15 Yr (11/2018) None100000 - 250000 85.00T Base/Target 18 - 651 - 1None100000 - 250000 0.2518 - 652 - 5None100000 - 250000 0.0018 - 656 - 99

ANICO Sig.Term Express 20 Yr (11/2018) None100000 - 250000 89.25T Base/Target 18 - 601 - 1None100000 - 250000 0.5018 - 602 - 5None100000 - 250000 0.2518 - 606 - 10None100000 - 250000 0.0018 - 6011 - 99

ANICO Sig.Term Express 30 Yr (11/2018) None100000 - 250000 89.25T Base/Target 18 - 501 - 1None100000 - 250000 0.5018 - 502 - 5None100000 - 250000 0.2518 - 506 - 10None100000 - 250000 0.0018 - 5011 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

ANICO Sig.Term Express ART (11/2018) None100000 - 250000 80.75T Base/Target 18 - 651 - 1None100000 - 250000 0.2518 - 652 - 5None100000 - 250000 0.0018 - 656 - 99

ANICO Signature Term 10 Yr (11/2018) None250001 - 999999999 80.75T Base/Target 18 - 701 - 1None250001 - 999999999 0.2518 - 702 - 5None250001 - 999999999 0.0018 - 706 - 99

ANICO Signature Term 15 Yr (11/2018) None250001 - 999999999 85.00T Base/Target 18 - 651 - 1None250001 - 999999999 0.2518 - 652 - 5None250001 - 999999999 0.0018 - 656 - 99

ANICO Signature Term 20 Yr (11/2018) None250001 - 999999999 89.25T Base/Target 18 - 601 - 1None250001 - 999999999 0.5018 - 602 - 5None250001 - 999999999 0.2518 - 606 - 10None250001 - 999999999 0.0018 - 6011 - 99

ANICO Signature Term 30 Yr (11/2018) None250001 - 999999999 89.25T Base/Target 18 - 501 - 1None250001 - 999999999 0.5018 - 502 - 5None250001 - 999999999 0.2518 - 506 - 10None250001 - 999999999 0.0018 - 5011 - 99

ANICO Signature Term ART (11/2018) None250001 - 999999999 80.75T Base/Target 18 - 651 - 1None250001 - 999999999 0.2518 - 652 - 5None250001 - 999999999 0.0018 - 656 - 99

ANICO Strategy Ind.Ann.Plus 10 w/trls (FP) NoneNone 1.50ABase/Target 0 - 751 - 1NoneNone 0.7576 - 801 - 1NoneNone 0.750 - 752 - 3NoneNone 0.3876 - 802 - 3NoneNone 0.000 - 754 - 99NoneNone 0.0076 - 804 - 99

ANICO Strategy Ind.Ann.Plus 7 w/trls (FP) NoneNone 0.75ABase/Target 0 - 801 - 1NoneNone 0.000 - 802 - 99

ANICO Strategy Indexed Ann.Plus 10 (FP) NoneNone 8.00ABase/Target 0 - 751 - 1NoneNone 6.5076 - 801 - 1NoneNone 3.0076 - 802 - 2NoneNone 5.500 - 752 - 5NoneNone 0.0076 - 803 - 99NoneNone 4.500 - 756 - 6NoneNone 3.500 - 757 - 7NoneNone 2.500 - 758 - 8NoneNone 1.500 - 759 - 9NoneNone 0.750 - 7510 - 10NoneNone 0.000 - 7511 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

ANICO Strategy Indexed Ann.Plus 7 (FP) NoneNone 6.00ABase/Target 0 - 751 - 1NoneNone 5.0076 - 801 - 1NoneNone 1.5076 - 802 - 2NoneNone 3.500 - 752 - 4NoneNone 0.0076 - 803 - 99NoneNone 2.500 - 755 - 5NoneNone 1.500 - 756 - 6NoneNone 0.750 - 757 - 7NoneNone 0.000 - 758 - 99

Executive Universal Life 12/2019 NoneNone 89.25UBase/Target 0 - 691 - 1NoneNone 85.0070 - 851 - 1NoneNone 2.750 - 692 - 99NoneNone 2.7570 - 852 - 99

Executive Universal Life 12/2019 NoneNone 4.25UExcess 0 - 851 - 1NoneNone 2.750 - 852 - 99

Limited Pay Whole Life NoneNone 89.25P Base/Target 18 - 441 - 1NoneNone 89.2545 - 491 - 1NoneNone 72.2550 - 541 - 1NoneNone 51.0055 - 701 - 1NoneNone 2.7518 - 442 - 10NoneNone 1.6545 - 492 - 10NoneNone 1.1050 - 542 - 10NoneNone 0.5555 - 702 - 10NoneNone 0.0018 - 4411 - 99NoneNone 0.0045 - 4911 - 99NoneNone 0.0050 - 5411 - 99NoneNone 0.0055 - 7011 - 99

Palladium Fixed Group Annuity NoneNone 4.50ABase/Target None1 - 1Palladium Immed. Ann. (All Other Payouts) NoneNone 3.50S Base/Target 0 - 841 - 1


Palladium Immed. Ann. (Cert. 5-9 Yrs.) NoneNone 1.75S Base/Target 0 - 901 - 1NoneNone 0.000 - 902 - 99

Palladium MYG - 10 Yr. NoneNone 2.75S Base/Target 0 - 791 - 1NoneNone 0.7580 - 991 - 1NoneNone 0.000 - 792 - 99NoneNone 0.0080 - 992 - 99

Palladium MYG - 5 Yr. NoneNone 2.75S Base/Target 0 - 791 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Palladium MYG - 5 Yr. NoneNone 0.75S Base/Target 80 - 991 - 1NoneNone 0.000 - 792 - 99NoneNone 0.0080 - 992 - 99





Signature GUL (7/20) NoneNone 89.25UBase/Target 0 - 691 - 1NoneNone 85.0070 - 851 - 1NoneNone 2.750 - 692 - 10NoneNone 2.7570 - 852 - 10NoneNone 0.700 - 6911 - 99NoneNone 0.7070 - 8511 - 99

Signature GUL (7/20) NoneNone 4.25UExcess 0 - 851 - 1NoneNone 2.750 - 852 - 10NoneNone 0.700 - 8511 - 99

Signature Performance IUL (11/19) NoneNone 89.25UBase/Target 0 - 691 - 1NoneNone 85.0070 - 851 - 1NoneNone 2.750 - 692 - 10NoneNone 2.7570 - 852 - 10NoneNone 0.700 - 6911 - 99NoneNone 0.7070 - 8511 - 99

Signature Performance IUL (11/19) NoneNone 4.25UExcess 0 - 851 - 1NoneNone 2.750 - 852 - 10NoneNone 0.700 - 8511 - 99

Signature Performance IUL Unisex (11/19) NoneNone 89.25UBase/Target 0 - 691 - 1NoneNone 85.0070 - 851 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Signature Performance IUL Unisex (11/19) NoneNone 2.75UBase/Target 0 - 692 - 10NoneNone 2.7570 - 852 - 10NoneNone 0.700 - 6911 - 99NoneNone 0.7070 - 8511 - 99

Signature Performance IUL Unisex (11/19) NoneNone 4.25UExcess 0 - 851 - 1NoneNone 2.750 - 852 - 10NoneNone 0.700 - 8511 - 99

Signature Whole Life NoneNone 89.25P Base/Target 0 - 691 - 1NoneNone 72.2570 - 791 - 1NoneNone 42.5080 - 851 - 1NoneNone 2.750 - 692 - 10NoneNone 2.7570 - 792 - 10NoneNone 2.7580 - 852 - 10NoneNone 0.780 - 6911 - 99NoneNone 0.7870 - 7911 - 99NoneNone 0.7880 - 8511 - 99

Wealthquest Citadel 5 Diamond NoneNone 3.50S Base/Target 0 - 801 - 1NoneNone 2.5081 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99

Wealthquest Citadel 7 Diamond NoneNone 4.00ABase/Target 0 - 801 - 1NoneNone 3.0081 - 851 - 1

Base General Agent


RangeClientComp



Carrier: American National Life Insurance Company of New York GA Schedule:

PlanType

PremiumType Years

Limited Pay Whole Life NY NoneNone 84.15P Base/Target 18 - 441 - 1NoneNone 82.4545 - 491 - 1NoneNone 69.7050 - 541 - 1NoneNone 51.0055 - 701 - 1NoneNone 3.7518 - 442 - 10NoneNone 2.5045 - 492 - 10NoneNone 1.5350 - 542 - 10NoneNone 0.7055 - 702 - 10NoneNone 0.0018 - 4411 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Limited Pay Whole Life NY NoneNone 0.00P Base/Target 45 - 4911 - 99NoneNone 0.0050 - 5411 - 99NoneNone 0.0055 - 7011 - 99

Palladium Immed. NY (All other payouts) NoneNone 3.50S Base/Target 0 - 841 - 1NoneNone 1.7585 - 901 - 1NoneNone 0.000 - 842 - 99NoneNone 0.0085 - 902 - 99

Palladium Immed. NY (Certain 5-9 Yrs) NoneNone 1.75S Base/Target 0 - 901 - 1NoneNone 0.000 - 902 - 99

Palladium MYG NY - 10 Yr NoneNone 2.75S Base/Target 0 - 791 - 1NoneNone 0.7580 - 991 - 1NoneNone 0.000 - 792 - 99NoneNone 0.0080 - 992 - 99




Signature Indexed UL (3/2020) NoneNone 84.15UBase/Target 0 - 851 - 1NoneNone 84.1570 - 851 - 1NoneNone 7.500 - 852 - 2NoneNone 4.7570 - 852 - 2NoneNone 2.750 - 853 - 10NoneNone 2.7570 - 853 - 10NoneNone 0.700 - 8511 - 99NoneNone 0.7070 - 8511 - 99

Signature Indexed UL (3/2020) NoneNone 4.25UExcess 0 - 851 - 1NoneNone 2.750 - 852 - 10NoneNone 0.630 - 8511 - 99

Signature Term 10 Yr (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 5.75None2 - 2NoneNone 0.25None3 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Signature Term 10 Yr (4/2019) NoneNone 0.00T Base/Target None6 - 99Signature Term 10 Yr - SI (4/2019) NoneNone 84.15T Base/Target None1 - 1

NoneNone 5.75None2 - 2NoneNone 0.25None3 - 5NoneNone 0.00None6 - 99

Signature Term 15 Yr (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 5.75None2 - 2NoneNone 0.25None3 - 5NoneNone 0.00None6 - 99

Signature Term 20 Yr (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 9.75None2 - 2NoneNone 5.75None3 - 3NoneNone 0.50None4 - 5NoneNone 0.25None6 - 10NoneNone 0.00None11 - 99

Signature Term 20 Yr - SI (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 9.75None2 - 2NoneNone 5.75None3 - 3NoneNone 0.50None4 - 5NoneNone 0.25None6 - 10NoneNone 0.00None11 - 99

Signature Term 30 Yr NoneNone 84.15T Base/Target None1 - 1NoneNone 9.75None2 - 2NoneNone 5.75None3 - 3NoneNone 0.50None4 - 5NoneNone 0.25None6 - 10NoneNone 0.00None11 - 99

Signature Term 30 Yr - SI NoneNone 84.15T Base/Target None1 - 1NoneNone 9.75None2 - 2NoneNone 5.75None3 - 3NoneNone 0.50None4 - 5NoneNone 0.25None6 - 10NoneNone 0.00None11 - 99

Signature Term ART NoneNone 84.15T Base/Target None1 - 1NoneNone 5.75None2 - 2NoneNone 0.25None3 - 5NoneNone 0.00None6 - 99

Signature Term Express 10 Yr (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 5.75None2 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Signature Term Express 10 Yr (4/2019) NoneNone 0.25T Base/Target None3 - 5NoneNone 0.00None6 - 99

Signature Term Express 15 Yr (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 5.75None2 - 2NoneNone 0.25None3 - 5NoneNone 0.00None6 - 99

Signature Term Express 20 Yr (4/2019) NoneNone 84.15T Base/Target None1 - 1NoneNone 9.75None2 - 2NoneNone 5.75None3 - 3NoneNone 0.50None4 - 5NoneNone 0.25None6 - 10NoneNone 0.00None11 - 99

Signature Term Express 30 Yr NoneNone 84.15T Base/Target None1 - 1NoneNone 9.75None2 - 2NoneNone 5.75None3 - 3NoneNone 0.50None4 - 5NoneNone 0.25None6 - 10NoneNone 0.00None11 - 99

Signature Term Express ART NoneNone 84.15T Base/Target None1 - 1NoneNone 5.75None2 - 2NoneNone 0.25None3 - 5NoneNone 0.00None6 - 99

Signature Whole Life - NY NoneNone 84.15P Base/Target 0 - 691 - 1NoneNone 72.2570 - 851 - 1NoneNone 7.500 - 692 - 2NoneNone 2.7570 - 852 - 2NoneNone 2.750 - 693 - 10NoneNone 2.7570 - 853 - 10NoneNone 0.700 - 6911 - 99NoneNone 0.7070 - 8511 - 99

Strategy Ind.Ann.Plus 10 Yr - no trail 5000 - 1000000None 6.00S Base/Target 0 - 751 - 15000 - 1000000None 4.5076 - 801 - 15000 - 1000000None 0.000 - 752 - 995000 - 1000000None 0.0076 - 802 - 99

Strategy Ind.Ann.Plus 7 Yr - no trail 5000 - 1000000None 4.00S Base/Target 0 - 751 - 15000 - 1000000None 3.0076 - 801 - 15000 - 1000000None 0.000 - 752 - 995000 - 1000000None 0.0076 - 802 - 99

Wealthquest Citadel 5 Diamond NY NoneNone 3.50S Base/Target 0 - 801 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Wealthquest Citadel 5 Diamond NY NoneNone 2.50S Base/Target 81 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99

Wealthquest Citadel 7 Diamond NY NoneNone 4.00ABase/Target 0 - 801 - 1NoneNone 3.0081 - 851 - 1

Base General Agent


RangeClientComp



Carrier: Assurity Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Assurity SPWL w/SP Ins Rider 1/2020 NoneNone 11.48S Base/Target None1 - 1NoneNone 0.00None2 - 99

Assurity SPWL w/SP Ins Rider 1/2020 NoneNone 3.83S Level 2 None1 - 1NoneNone 0.00None2 - 99

Assurity Single Prem. WL 1/2020 NoneNone 11.48S Base/Target None1 - 1NoneNone 0.00None2 - 99

Assurity Term Life 10 yr (4/20) NoneNone 97.75T Base/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99




Assurity Term Life ROP 20 yr None25000 - 999999999 114.75T Base/Target 18 - 651 - 1None25000 - 999999999 1.2518 - 652 - 10None25000 - 999999999 0.0018 - 6511 - 99

Assurity Term Life ROP 30 yr None25000 - 999999999 114.75T Base/Target 18 - 551 - 1None25000 - 999999999 1.2518 - 552 - 10None25000 - 999999999 0.0018 - 5511 - 99

Assurity Whole Life NoneNone 106.25P Base/Target None1 - 1NoneNone 7.13None2 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Assurity Whole Life NoneNone 3.88P Base/Target None6 - 10NoneNone 1.25None11 - 99

Assurity Whole Life - 10 Pay NoneNone 55.25P Base/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99

Assurity Whole Life - 20 Pay NoneNone 80.75P Base/Target None1 - 1NoneNone 3.88None2 - 5NoneNone 1.25None6 - 20NoneNone 0.00None21 - 99

Assurity Whole Life - Pay To 65 NoneNone 80.75P Base/Target 0 - 451 - 1NoneNone 55.2546 - 541 - 1NoneNone 3.880 - 452 - 5NoneNone 1.2546 - 542 - 19NoneNone 1.250 - 456 - 99NoneNone 0.0046 - 5420 - 99

AssurityBalance Century + DI NoneNone 67.50DBase/Target None1 - 1NoneNone 10.00None2 - 2NoneNone 5.25None3 - 10NoneNone 0.75None11 - 99

AssurityBalance Century + DI (VT) NoneNone 47.50DBase/Target None1 - 1NoneNone 4.75None2 - 2NoneNone 3.25None3 - 10NoneNone 0.50None11 - 99

AssurityBalance Critical Care Illness (NJ) NoneNone 60.00DBase/Target None1 - 1NoneNone 2.38None2 - 10NoneNone 0.88None11 - 99

AssurityBalance Critical Care Illness (XX) NoneNone 70.00DBase/Target None1 - 1NoneNone 4.75None2 - 10NoneNone 2.00None11 - 99

AssurityBalance Graded Benefit DI (XX) NoneNone 41.25DBase/Target None1 - 1NoneNone 5.50None2 - 10NoneNone 1.50None11 - 99

AssurityBalance Simp DI Income 2010 NoneNone 66.25DBase/Target None1 - 1NoneNone 7.50None2 - 99

AssurityBalance Simp. Critical Illness(CO/FL/MN/NJ)

NoneNone 65.00DBase/Target None1 - 1




2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

AssurityBalance Simp. Critical Illness(CO/FL/MN/NJ)


AssurityBalance Simp. Critical Illness (XX) NoneNone 66.25DBase/Target None1 - 1NoneNone 7.50None2 - 99

Business Overhead Expense 2010 NoneNone 58.75DBase/Target None1 - 1NoneNone 15.00None2 - 10NoneNone 1.50None11 - 99

Critical Illness 2019 NoneNone 70.00DBase/Target None1 - 1NoneNone 4.75None2 - 10NoneNone 2.00None11 - 99

General Agent


RangeClientComp



Carrier: Assurity Life Insurance Company of New York GA Schedule:

PlanType

PremiumType Years

AssurityBalance Century+ NoneNone 67.50DBase/Target None1 - 1NoneNone 10.00None2 - 2NoneNone 5.25None3 - 10NoneNone 0.75None11 - 99

AssurityBalance Graded Benefit DI NoneNone 41.25DBase/Target None1 - 1NoneNone 5.50None2 - 10NoneNone 1.50None11 - 99

General Agent


RangeClientComp



Carrier: Athene Annuity & Life Assurance Company of New York *GA Schedule:

PlanType

PremiumType Years

Athene NY MaxRate 3 - Opt 1 NoneNone 1.68S Base/Target 0 - 701 - 1NoneNone 1.6871 - 751 - 1NoneNone 1.1876 - 801 - 1NoneNone 0.6081 - 991 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99



2/28/21




General Agent


RangeClientComp



Carrier: Athene Annuity & Life Assurance Company of New York ** GA Schedule:

PlanType

PremiumType Years

Athene NY MaxRate 3 - Opt 1 NoneNone 0.00S Base/Target 76 - 802 - 99NoneNone 0.0081 - 992 - 99

Athene NY MaxRate 3 - Opt 2 NoneNone 0.73S Base/Target 0 - 701 - 1NoneNone 0.7371 - 751 - 1NoneNone 0.6876 - 801 - 1NoneNone 0.5381 - 991 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 992 - 99




Athene NY MaxRate 5 - Opt 3 NoneNone 0.73S Base/Target 0 - 701 - 1NoneNone 0.7371 - 751 - 1NoneNone 0.6876 - 801 - 1NoneNone 0.5381 - 991 - 1NoneNone 0.000 - 702 - 99



2/28/21




General Agent


RangeClientComp



Carrier: Athene Annuity & Life Assurance Company of New York ** GA Schedule:

PlanType

PremiumType Years

Athene NY MaxRate 5 - Opt 3 NoneNone 0.00S Base/Target 71 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 992 - 99




Crump General Agent


RangeClientComp



Carrier: Athene Annuity and Life Company GA Schedule:

PlanType

PremiumType Years

Athene Agility 10 - Opt 1 NoneNone 7.00S Base/Target 0 - 701 - 1NoneNone 6.5071 - 751 - 1NoneNone 6.0076 - 801 - 1NoneNone 0.000 - 702 - 99



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

Athene Agility 10 - Opt 1 NoneNone 0.00S Base/Target 71 - 752 - 99NoneNone 0.0076 - 802 - 99

Athene Agility 10 - Opt 2 NoneNone 4.50S Base/Target 0 - 701 - 1NoneNone 4.2071 - 751 - 1NoneNone 3.9076 - 801 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99

Athene Agility 10 - Opt 3 NoneNone 2.00S Base/Target 0 - 701 - 1NoneNone 1.9071 - 751 - 1NoneNone 1.8076 - 801 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99

Athene MaxRate 3 - Opt 1 5000 - 1000000None 1.68S Base/Target 0 - 701 - 15000 - 1000000None 1.6871 - 751 - 15000 - 1000000None 1.1876 - 801 - 15000 - 1000000None 0.6081 - 851 - 15000 - 1000000None 0.000 - 702 - 995000 - 1000000None 0.0071 - 752 - 995000 - 1000000None 0.0076 - 802 - 995000 - 1000000None 0.0081 - 852 - 99



Athene MaxRate 5 - Opt 1 5000 - 1000000None 2.38S Base/Target 0 - 701 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

Athene MaxRate 5 - Opt 1 5000 - 1000000None 2.38S Base/Target 71 - 751 - 15000 - 1000000None 2.1376 - 801 - 15000 - 1000000None 1.3581 - 831 - 15000 - 1000000None 0.000 - 702 - 995000 - 1000000None 0.0071 - 752 - 995000 - 1000000None 0.0076 - 802 - 995000 - 1000000None 0.0081 - 832 - 99







2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years


Athene Performance Elite 7 - Opt 1 NoneNone 5.88S Base/Target 0 - 701 - 1NoneNone 5.3871 - 751 - 1NoneNone 4.3876 - 801 - 1NoneNone 3.8881 - 831 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 832 - 99



Athene Performance Elite 7 Plus - Opt 1 NoneNone 5.88S Base/Target 0 - 701 - 1NoneNone 5.3871 - 751 - 1NoneNone 4.3876 - 801 - 1NoneNone 3.8881 - 831 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

Athene Performance Elite 7 Plus - Opt 1 NoneNone 0.00S Base/Target 81 - 832 - 99Athene Performance Elite 7 Plus - Opt 2 NoneNone 3.38S Base/Target 0 - 701 - 1

NoneNone 3.1371 - 751 - 1NoneNone 2.6376 - 801 - 1NoneNone 2.3881 - 831 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 832 - 99

Athene Performance Elite 7 Plus - Opt 3 NoneNone 1.88S Base/Target 0 - 701 - 1NoneNone 1.7871 - 751 - 1NoneNone 1.6876 - 801 - 1NoneNone 1.5881 - 831 - 1NoneNone 0.000 - 702 - 99NoneNone 0.0071 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 832 - 99

Base General Agent


RangeClientComp


ABNCA (Crump Gross)Agent Schedule: General Agent Pays

Carrier: Banner Life Insurance Company GA Schedule:

PlanType

PremiumType Years

A-List Term NoneNone 32.30T Base/Target None1 - 1NoneNone 4.25None2 - 5NoneNone 2.13None6 - 10NoneNone 0.63None11 - 99

A-List Term NoneNone 4.25T Excess None2 - 5NoneNone 2.13None6 - 10NoneNone 0.63None11 - 99

Accidental Dth (in-force cust ONLY) ** NoneNone 17.00P Base/Target None1 - 1NoneNone 0.00None2 - 99

Life Step UL (1/20) NoneNone 86.92UBase/Target None1 - 1NoneNone 2.50None2 - 10NoneNone 0.75None11 - 99

Life Step UL (1/20) NoneNone 3.28UExcess None1 - 1NoneNone 2.50None2 - 10



2/28/21




Base General Agent


RangeClientComp


ABNCA (Crump Gross)Agent Schedule: General Agent Pays

Carrier: Banner Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Life Step UL (1/20) NoneNone 0.75UExcess None11 - 99OpTerm 10 (1/21) NoneNone 92.36T Base/Target None1 - 1

NoneNone 0.00None2 - 99OpTerm 15 (1/21) NoneNone 103.22T Base/Target None1 - 1

NoneNone 0.00None2 - 99OpTerm 20 (1/21) NoneNone 108.65T Base/Target None1 - 1


OpTerm 20 (1/21) NoneNone 0.50T Excess None2 - 10NoneNone 0.00None11 - 99

OpTerm 25 (1/21) NoneNone 108.65T Base/Target None1 - 1NoneNone 0.50None2 - 10NoneNone 0.00None11 - 99








SimplyLIFE Term ** NoneNone 4.25T Base/Target None1 - 1NoneNone 1.25None2 - 5NoneNone 0.00None6 - 99



2/28/21




Crump General Agent


RangeClientComp



Carrier: Brighthouse Life Insurance Company ** GA Schedule:

PlanType

PremiumType Years

Bright. Conversion W/L NoneNone 17.00P Base/Target None1 - 1NoneNone 10.00None2 - 10NoneNone 0.00None11 - 99

One Yr Term w/Conv & Ren Opt Rdr NoneNone 5.10T Base/Target None1 - 1NoneNone 0.00None2 - 99

Crump General Agent


RangeClientComp



Carrier: Brighthouse Life Insurance Company of NY ** GA Schedule:

PlanType

PremiumType Years

Bright. Conversion W/L NoneNone 17.00P Base/Target None1 - 1NoneNone 10.00None2 - 10NoneNone 0.00None11 - 99

One Yr Term w/Conv & Ren Opt Rdr NoneNone 6.80T Base/Target None1 - 1NoneNone 0.00None2 - 99

Base General Agent


RangeClientComp



Carrier: Delaware Life GA Schedule:

PlanType

PremiumType Years

Retirement Stages 7-Opt 1 (Up Front) 10000 - 1000000None 5.00ABase/Target 18 - 741 - 110000 - 1000000None 3.7575 - 791 - 110000 - 1000000None 2.5080 - 801 - 110000 - 1000000None 4.0018 - 742 - 210000 - 1000000None 3.0075 - 792 - 210000 - 1000000None 2.0080 - 802 - 210000 - 1000000None 3.0018 - 743 - 310000 - 1000000None 2.2575 - 793 - 310000 - 1000000None 1.5080 - 803 - 310000 - 1000000None 2.0018 - 744 - 410000 - 1000000None 1.5075 - 794 - 410000 - 1000000None 1.0080 - 804 - 410000 - 1000000None 1.0018 - 745 - 5



2/28/21




Base General Agent


RangeClientComp



Carrier: Delaware Life GA Schedule:

PlanType

PremiumType Years

Retirement Stages 7-Opt 1 (Up Front) 10000 - 1000000None 0.75ABase/Target 75 - 795 - 510000 - 1000000None 0.5080 - 805 - 510000 - 1000000None 0.0018 - 746 - 9910000 - 1000000None 0.0075 - 796 - 9910000 - 1000000None 0.0080 - 806 - 99

Crump General Agent


RangeClientComp



Carrier: Equitable Financial Life Insurance Company GA Schedule:

PlanType

PremiumType Years

ART S160 9/2019 NoneNone 66.30T Base/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

BrightLife Grow Series 159 (NY & PR) NoneNone 85.00UBase/Target None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

BrightLife Grow Series 159 (NY & PR) NoneNone 3.40UExcess None1 - 1NoneNone 0.00None2 - 99

BrightLife Grow Series 159 (XX) NoneNone 85.00UBase/Target None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

BrightLife Grow Series 159 (XX) NoneNone 3.40UExcess None1 - 1NoneNone 0.00None2 - 99

Term 10 S160 9/2019 NoneNone 79.05T Base/Target None1 - 1NoneNone 0.00None2 - 10NoneNone 0.00None11 - 99





2/28/21




Base General Agent


RangeClientComp



Carrier: Fidelity Security Life Ins. Co./DI ** GA Schedule:

PlanType

PremiumType Years

Executive Blue ** NoneNone 35.00DBase/Target None1 - 1NoneNone 4.00None2 - 10NoneNone 1.75None11 - 99

Executive Platinum (XX) ** NoneNone 40.00DBase/Target None1 - 1NoneNone 4.00None2 - 10NoneNone 1.75None11 - 99

Executive Silver ** NoneNone 35.00DBase/Target None1 - 1NoneNone 4.00None2 - 10NoneNone 1.75None11 - 99

Platinum Plus ** NoneNone 40.00DBase/Target None1 - 1NoneNone 4.00None2 - 10NoneNone 1.75None11 - 99

Platinum eZ-Select (ND, OR) ** NoneNone 35.00DBase/Target None1 - 1NoneNone 4.00None2 - 10NoneNone 1.75None11 - 99

Platinum eZ-Select (XX) ** NoneNone 40.00DBase/Target None1 - 1NoneNone 4.00None2 - 10NoneNone 1.75None11 - 99

General Agent


RangeClientComp



Carrier: Forethought Life Insurance Company (Elite) GA Schedule:

PlanType

PremiumType Years

Choice Accumulation II 10 yr - Opt A NoneNone 7.00S Base/Target 0 - 801 - 1NoneNone 4.0081 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Accumulation II 10 yr - Opt B NoneNone 4.50S Base/Target 0 - 801 - 1NoneNone 2.2581 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Accumulation II 10 yr - Opt C NoneNone 2.00S Base/Target 0 - 801 - 1NoneNone 1.5081 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Accumulation II 5 yr - Opt A NoneNone 4.00S Base/Target 0 - 801 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Choice Accumulation II 5 yr - Opt A NoneNone 1.75S Base/Target 81 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99



Choice Accumulation II 7 yr - Opt A NoneNone 5.00S Base/Target 0 - 801 - 1NoneNone 2.7581 - 851 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99



Choice Income II 10 yr - Opt A NoneNone 7.00S Base/Target 45 - 801 - 1NoneNone 5.0081 - 851 - 1NoneNone 0.0045 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Income II 10 yr - Opt B NoneNone 4.50S Base/Target 45 - 801 - 1NoneNone 2.5081 - 851 - 1NoneNone 0.0045 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Income II 10 yr - Opt C NoneNone 2.00S Base/Target 45 - 801 - 1NoneNone 1.2581 - 851 - 1NoneNone 0.0045 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Income II 7 yr - Opt A NoneNone 5.00S Base/Target 45 - 801 - 1NoneNone 2.7581 - 851 - 1NoneNone 0.0045 - 802 - 99NoneNone 0.0081 - 852 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Choice Income II 7 yr - Opt B NoneNone 2.75S Base/Target 45 - 801 - 1NoneNone 1.5081 - 851 - 1NoneNone 0.0045 - 802 - 99NoneNone 0.0081 - 852 - 99

Choice Income II 7 yr - Opt C NoneNone 1.00S Base/Target 45 - 801 - 1NoneNone 1.0081 - 851 - 1NoneNone 0.0045 - 802 - 99NoneNone 0.0081 - 852 - 99

ForeCare NoneNone 7.00CBase/Target 50 - 751 - 1NoneNone 3.5076 - 801 - 1

Income 150+ SE Opt A NoneNone 7.00S Base/Target 55 - 751 - 1NoneNone 5.0076 - 851 - 1NoneNone 0.0055 - 752 - 99NoneNone 0.0076 - 852 - 99

Income 150+ SE Opt B NoneNone 4.50S Base/Target 55 - 751 - 1NoneNone 2.5076 - 851 - 1NoneNone 0.0055 - 752 - 99NoneNone 0.0076 - 852 - 99

Income 150+ SE Opt C NoneNone 2.00S Base/Target 55 - 751 - 1NoneNone 1.2576 - 851 - 1NoneNone 0.0055 - 752 - 99NoneNone 0.0076 - 852 - 99

SecureFore 3 NoneNone 1.80S Base/Target 0 - 801 - 1NoneNone 0.9081 - 851 - 1

SecureFore 5 NoneNone 2.50S Base/Target 0 - 801 - 1NoneNone 1.2581 - 851 - 1

Base General Agent


RangeClientComp



Carrier: Gerber Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Accidental Death & Dismemberment None0 - 249999 63.75P Base/Target None1 - 1None250000 - 999999999 76.50None1 - 1None0 - 249999 0.00None2 - 99None250000 - 999999999 0.00None2 - 99

College Plan-Maturity 10-15 Yrs (10/19) NoneNone 12.75P Base/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp



Carrier: Gerber Life Insurance Company GA Schedule:

PlanType

PremiumType Years

College Plan-Maturity 10-15 Yrs (10/19) NoneNone 0.00P Base/Target None2 - 99College Plan-Maturity 10-15 yrs NoneNone 12.75P Base/Target None1 - 1

NoneNone 0.00None2 - 99College Plan-Maturity 16-20 Yrs (10/19) NoneNone 21.25P Base/Target None1 - 1

NoneNone 0.00None2 - 99College Plan-Maturity 16-20 yrs NoneNone 21.25P Base/Target None1 - 1

NoneNone 0.00None2 - 99Duet None50000 - 1000000 78.20P Base/Target 18 - 701 - 1

None50000 - 1000000 7.5018 - 702 - 2None50000 - 1000000 5.0018 - 703 - 3None50000 - 1000000 3.1318 - 704 - 5None50000 - 1000000 0.0018 - 706 - 99

Gerber Whole Life None50000 - 1000000 78.20P Base/Target 18 - 701 - 1None50000 - 1000000 7.5018 - 702 - 2None50000 - 1000000 5.0018 - 703 - 3None50000 - 1000000 3.1318 - 704 - 5None50000 - 1000000 0.0018 - 706 - 99

Grow-Up Plan (11/19) None0 - 24999 63.75P Base/Target None1 - 1None25000 - 999999999 76.50None1 - 1None0 - 24999 0.00None2 - 99None25000 - 999999999 0.00None2 - 99

Grow-Up Plan - Young Adult (11/19) None0 - 24999 63.75P Base/Target None1 - 1None25000 - 999999999 76.50None1 - 1None0 - 24999 0.00None2 - 99None25000 - 999999999 0.00None2 - 99

Guaranteed Life (11/17) NoneNone 76.50P Base/Target None1 - 1NoneNone 4.25None2 - 5NoneNone 0.00None6 - 99

Simplified Senior Life Insurance NoneNone 78.20P Base/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 5.00None3 - 3NoneNone 3.13None4 - 5NoneNone 0.00None6 - 99



2/28/21




General Agent


RangeClientComp



Carrier: Great American Life Insurance Company GA Schedule:

PlanType

PremiumType Years

American Landmark 5 (25 Trl) NoneNone 3.48S Base/Target 0 - 751 - 1NoneNone 2.6376 - 851 - 1NoneNone 1.8886 - 891 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 852 - 99NoneNone 0.0086 - 892 - 99




American Landmark 5 (No Trl) NoneNone 4.38S Base/Target 0 - 751 - 1NoneNone 3.3876 - 851 - 1NoneNone 2.3886 - 891 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 852 - 99NoneNone 0.0086 - 892 - 99

American Legend 7 (25 Trl) NoneNone 4.75ABase/Target 0 - 751 - 1NoneNone 3.2576 - 801 - 1NoneNone 3.2581 - 851 - 1NoneNone 3.480 - 752 - 2NoneNone 2.1376 - 802 - 2NoneNone 2.1381 - 852 - 2NoneNone 2.630 - 753 - 3NoneNone 1.5576 - 803 - 3NoneNone 1.5581 - 853 - 3



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

American Legend 7 (25 Trl) NoneNone 1.83ABase/Target 0 - 754 - 4NoneNone 0.7876 - 804 - 4NoneNone 0.7881 - 854 - 4NoneNone 0.850 - 755 - 5NoneNone 0.4576 - 805 - 5NoneNone 0.4581 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend 7 (40 Trl) NoneNone 4.15ABase/Target 0 - 751 - 1NoneNone 2.6376 - 801 - 1NoneNone 2.6381 - 851 - 1NoneNone 3.000 - 752 - 2NoneNone 1.8876 - 802 - 2NoneNone 1.8881 - 852 - 2NoneNone 2.280 - 753 - 3NoneNone 1.2376 - 803 - 3NoneNone 1.2381 - 853 - 3NoneNone 1.500 - 754 - 4NoneNone 0.6876 - 804 - 4NoneNone 0.6881 - 854 - 4NoneNone 0.700 - 755 - 5NoneNone 0.4076 - 805 - 5NoneNone 0.4081 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend 7 (50 Trl) NoneNone 3.88ABase/Target 0 - 751 - 1NoneNone 2.3876 - 801 - 1NoneNone 2.3881 - 851 - 1NoneNone 2.750 - 752 - 2NoneNone 1.6376 - 802 - 2NoneNone 1.6381 - 852 - 2NoneNone 2.100 - 753 - 3NoneNone 1.1376 - 803 - 3NoneNone 1.1381 - 853 - 3NoneNone 1.300 - 754 - 4NoneNone 0.6376 - 804 - 4NoneNone 0.6381 - 854 - 4



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

American Legend 7 (50 Trl) NoneNone 0.63ABase/Target 0 - 755 - 5NoneNone 0.3576 - 805 - 5NoneNone 0.3581 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99



American Legend 7 (Mod 3) NoneNone 4.13ABase/Target 0 - 751 - 1NoneNone 2.8576 - 801 - 1NoneNone 2.8581 - 851 - 1NoneNone 3.000 - 752 - 2NoneNone 1.6376 - 802 - 2NoneNone 1.6381 - 852 - 2NoneNone 2.000 - 753 - 3NoneNone 1.1376 - 803 - 3NoneNone 1.1381 - 853 - 3NoneNone 1.380 - 754 - 4NoneNone 0.6376 - 804 - 4NoneNone 0.6381 - 854 - 4NoneNone 0.750 - 755 - 5NoneNone 0.3576 - 805 - 5NoneNone 0.3581 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend 7 (No Trl) NoneNone 5.50ABase/Target 0 - 751 - 1NoneNone 3.5076 - 801 - 1NoneNone 3.5081 - 851 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

American Legend 7 (No Trl) NoneNone 4.38ABase/Target 0 - 752 - 2NoneNone 2.3876 - 802 - 2NoneNone 2.3881 - 852 - 2NoneNone 3.380 - 753 - 3NoneNone 1.7576 - 803 - 3NoneNone 1.7581 - 853 - 3NoneNone 2.380 - 754 - 4NoneNone 0.8876 - 804 - 4NoneNone 0.8881 - 854 - 4NoneNone 1.500 - 755 - 5NoneNone 0.5076 - 805 - 5NoneNone 0.5081 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend III (25 Trl) NoneNone 4.75S Base/Target 0 - 751 - 1NoneNone 3.2576 - 801 - 1NoneNone 3.2581 - 851 - 1NoneNone 3.480 - 752 - 2NoneNone 2.1376 - 802 - 2NoneNone 2.1381 - 852 - 2NoneNone 2.630 - 753 - 3NoneNone 1.5576 - 803 - 3NoneNone 1.5581 - 853 - 3NoneNone 1.830 - 754 - 4NoneNone 0.7876 - 804 - 4NoneNone 0.7881 - 854 - 4NoneNone 0.850 - 755 - 5NoneNone 0.4576 - 805 - 5NoneNone 0.4581 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend III (40 Trl) NoneNone 4.15S Base/Target 0 - 751 - 1NoneNone 2.6376 - 801 - 1NoneNone 2.6381 - 851 - 1NoneNone 3.000 - 752 - 2NoneNone 1.8876 - 802 - 2NoneNone 1.8881 - 852 - 2



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

American Legend III (40 Trl) NoneNone 2.28S Base/Target 0 - 753 - 3NoneNone 1.2376 - 803 - 3NoneNone 1.2381 - 853 - 3NoneNone 1.500 - 754 - 4NoneNone 0.6876 - 804 - 4NoneNone 0.6881 - 854 - 4NoneNone 0.700 - 755 - 5NoneNone 0.4076 - 805 - 5NoneNone 0.4081 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend III (50 Trl) NoneNone 3.88S Base/Target 0 - 751 - 1NoneNone 2.3876 - 801 - 1NoneNone 2.3881 - 851 - 1NoneNone 2.750 - 752 - 2NoneNone 1.6376 - 802 - 2NoneNone 1.6381 - 852 - 2NoneNone 2.100 - 753 - 3NoneNone 1.1376 - 803 - 3NoneNone 1.1381 - 853 - 3NoneNone 1.300 - 754 - 4NoneNone 0.6376 - 804 - 4NoneNone 0.6381 - 854 - 4NoneNone 0.630 - 755 - 5NoneNone 0.3576 - 805 - 5NoneNone 0.3581 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend III (60 Trl) NoneNone 3.23S Base/Target 0 - 751 - 1NoneNone 2.1376 - 801 - 1NoneNone 2.1381 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

American Legend III (75 Trl) NoneNone 2.23S Base/Target 0 - 751 - 1NoneNone 1.8876 - 801 - 1NoneNone 1.8881 - 851 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

American Legend III (75 Trl) NoneNone 0.00S Base/Target 0 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

American Legend III (Mod3) NoneNone 4.13S Base/Target 0 - 751 - 1NoneNone 2.8576 - 801 - 1NoneNone 2.8581 - 851 - 1NoneNone 3.000 - 752 - 2NoneNone 1.6376 - 802 - 2NoneNone 1.6381 - 852 - 2NoneNone 2.000 - 753 - 3NoneNone 1.1376 - 803 - 3NoneNone 1.1381 - 853 - 3NoneNone 1.380 - 754 - 4NoneNone 0.6376 - 804 - 4NoneNone 0.6381 - 854 - 4NoneNone 0.750 - 755 - 5NoneNone 0.3576 - 805 - 5NoneNone 0.3581 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99

American Legend III (No Trl) NoneNone 5.50S Base/Target 0 - 751 - 1NoneNone 3.5076 - 801 - 1NoneNone 3.5081 - 851 - 1NoneNone 4.380 - 752 - 2NoneNone 2.3876 - 802 - 2NoneNone 2.3881 - 852 - 2NoneNone 3.380 - 753 - 3NoneNone 1.7576 - 803 - 3NoneNone 1.7581 - 853 - 3NoneNone 2.380 - 754 - 4NoneNone 0.8876 - 804 - 4NoneNone 0.8881 - 854 - 4NoneNone 1.500 - 755 - 5NoneNone 0.5076 - 805 - 5NoneNone 0.5081 - 855 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 806 - 99NoneNone 0.0081 - 856 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Premier Income Bonus 25 Trail NoneNone 5.50S Base/Target 0 - 751 - 1NoneNone 3.7576 - 801 - 1NoneNone 3.7581 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

Premier Income Bonus NT NoneNone 6.75S Base/Target 0 - 751 - 1NoneNone 5.0076 - 801 - 1NoneNone 5.0081 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

SPIA - > 8 yr certain and Life Contingencies NoneNone 3.63S Base/Target 0 - 951 - 1NoneNone 0.000 - 952 - 99

Safe Return (25 Trl) NoneNone 5.75S Base/Target 0 - 751 - 1NoneNone 4.2076 - 801 - 1NoneNone 4.2081 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99




Safe Return (75 Trl) NoneNone 3.58S Base/Target 0 - 751 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Safe Return (75 Trl) NoneNone 2.13S Base/Target 76 - 801 - 1NoneNone 2.1381 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

Safe Return (Mod 3) NoneNone 5.63S Base/Target 0 - 751 - 1NoneNone 4.0076 - 801 - 1NoneNone 4.0081 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

Safe Return (No Trl) NoneNone 6.30S Base/Target 0 - 751 - 1NoneNone 4.8576 - 801 - 1NoneNone 4.8581 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

SecureGain 3 NoneNone 2.25S Base/Target 0 - 801 - 1NoneNone 1.7581 - 851 - 1NoneNone 0.7586 - 891 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99NoneNone 0.0086 - 892 - 99

SecureGain 5 NoneNone 2.95S Base/Target 0 - 751 - 1NoneNone 2.9576 - 801 - 1NoneNone 2.0081 - 851 - 1NoneNone 2.0086 - 891 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99NoneNone 0.0086 - 892 - 99

SecureGain 7 NoneNone 4.13S Base/Target 0 - 751 - 1NoneNone 4.1376 - 801 - 1NoneNone 2.0081 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99



2/28/21




Base General Agent


RangeClientComp



Carrier: Guardian Life Insurance Company of America GA Schedule:

PlanType

PremiumType Years

10 Pay Whole Life NoneNone 34.00P Base/Target None1 - 1NoneNone 3.25None2 - 4NoneNone 1.50None5 - 10NoneNone 0.00None11 - 99



Business Reducing Term DI NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Current Assumption UL 2018 NoneNone 74.80UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Current Assumption UL 2018 NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Current Assumption UL w/HECV 2018 NoneNone 12.75UBase/Target None1 - 1NoneNone 9.38None2 - 5NoneNone 1.50None6 - 10NoneNone 0.00None11 - 99

Current Assumption UL w/HECV 2018 NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Disability Buy-Out NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Disability Buy-Out (4/20) NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Disability Buy-Out NY (4/20) NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Disability Buy-Out NY (4/20) NoneNone 2.75DBase/Target None6 - 10NoneNone 0.25None11 - 99

EstateGuard WL (5/17) NoneNone 68.00P Base/Target None1 - 1NoneNone 6.25None2 - 4NoneNone 1.50None5 - 10NoneNone 0.00None11 - 99

EstateGuard WL NY NoneNone 68.00P Base/Target None1 - 1NoneNone 6.25None2 - 4NoneNone 1.50None5 - 10NoneNone 0.00None11 - 99

Executive Strategies WL NoneNone 9.35P Base/Target None1 - 1NoneNone 6.50None2 - 10NoneNone 0.00None11 - 99

Guardian Level Term 10 NoneNone 30.50T Base/Target None2 - 1NoneNone 0.50None2 - 10NoneNone 0.00None11 - 99

Guardian Level Term 10 (2017) NoneNone 47.63T Base/Target None1 - 1NoneNone 0.25None2 - 10NoneNone 0.50None11 - 99







Income ProVider NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Income ProVider NoneNone 2.75DBase/Target None6 - 10NoneNone 0.25None11 - 99

Income ProVider NY NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Life Paid-Up at 65 NoneNone 68.00P Base/Target None1 - 1NoneNone 6.25None2 - 4NoneNone 1.50None5 - 10NoneNone 0.00None11 - 99

Overhead Expense NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Overhead Expense (4/20) NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Overhead Expense NY (4/20) NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Overhead Expense NY w/disc (4/20) NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Overhead Expense w/disc NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Overhead Expense w/disc (4/20) NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Pay Guard Plus NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Pay Guard Plus NY NoneNone 47.50DBase/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Pay Guard Plus NY NoneNone 4.00DBase/Target None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Choice NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Choice NY NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Choice NY w/disc NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Choice w/disc NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Plus NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Plus Limited NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Plus Limited NY NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Plus NY w/disc NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

ProVider Plus NY w/o disc NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Retirement Protection Plus NoneNone 47.50DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

Retirement Protection Plus NY NoneNone 41.25DBase/Target None1 - 1NoneNone 4.00None2 - 5NoneNone 2.75None6 - 10NoneNone 0.25None11 - 99

WL Paid-Up at 121 (L121) - 2019 Series NoneNone 68.00P Base/Target None1 - 1NoneNone 6.25None2 - 4NoneNone 1.50None5 - 10NoneNone 0.00None11 - 99



Base General Agent


RangeClientComp


Crump Gross Agent Schedule: General Agent Pays

Carrier: Illinois Mutual Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Business Expense Power BE105 NoneNone 60.00DBase/Target None1 - 1NoneNone 13.75None2 - 5NoneNone 10.75None6 - 10NoneNone 6.25None11 - 99

Personal Paycheck Power DI105 NoneNone 60.00DBase/Target None1 - 1NoneNone 13.75None2 - 5NoneNone 10.75None6 - 10NoneNone 6.25None11 - 99



2/28/21




Base General Agent


RangeClientComp


Level 4 Indextra-Gross/All other Street-GrossAgent Schedule: General Agent Pays

Carrier: Integrity Life Insurance Company GA Schedule:

PlanType

PremiumType Years

IncomeSource (10+PdCer/All Life Payouts) NoneNone 4.25S Base/Target 0 - 951 - 1NoneNone 0.000 - 952 - 99

IncomeSource (10yrs+ Temporary Life) NoneNone 4.25S Base/Target 0 - 851 - 1NoneNone 0.000 - 852 - 99

IncomeSource (8 Yr Payout) NoneNone 3.50S Base/Target 0 - 951 - 1NoneNone 0.000 - 952 - 99

IncomeSource (8 Yr Temporary Life) NoneNone 3.50S Base/Target 0 - 851 - 1NoneNone 0.000 - 852 - 99

IncomeSource (9 Yr Payout) NoneNone 3.50S Base/Target 0 - 951 - 1NoneNone 0.000 - 952 - 99

IncomeSource (9 Yr Temporary Life) NoneNone 3.50S Base/Target 0 - 851 - 1NoneNone 0.000 - 852 - 99

Indextra - 10 Yr, Opt 1 NoneNone 8.13S Base/Target 18 - 751 - 1NoneNone 6.6376 - 851 - 1NoneNone 0.0018 - 752 - 99NoneNone 0.0076 - 852 - 99





Momentum Adv. Series 10 NoneNone 4.00S Base/Target 0 - 791 - 1NoneNone 2.0080 - 831 - 1NoneNone 0.000 - 792 - 99NoneNone 0.0080 - 832 - 99

Momentum Adv. Series 4 NoneNone 2.50S Base/Target 0 - 791 - 1NoneNone 1.0080 - 861 - 1NoneNone 0.000 - 792 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Momentum Adv. Series 4 NoneNone 0.00S Base/Target 80 - 862 - 99Momentum Adv. Series 5 NoneNone 3.00S Base/Target 0 - 791 - 1


Momentum Adv. Series 7 NoneNone 3.50S Base/Target 0 - 791 - 1NoneNone 1.5080 - 851 - 1

MultiVantage - 10 Year NoneNone 4.00S Base/Target 0 - 751 - 1NoneNone 3.2076 - 851 - 1NoneNone 2.5086 - 891 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 852 - 99NoneNone 0.0086 - 892 - 99




New Momentum II - 10 Yr GRO NoneNone 5.50ABase/Target 0 - 791 - 1NoneNone 3.5080 - 851 - 1






2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

New Momentum II - QIO NoneNone 2.50ABase/Target 0 - 791 - 1NoneNone 0.5080 - 851 - 1

SPDA Series II - 1 Year NoneNone 4.50S Base/Target 0 - 791 - 1NoneNone 2.7580 - 851 - 1NoneNone 0.000 - 792 - 99NoneNone 0.0080 - 852 - 99




Base General Agent


RangeClientComp



Carrier: John Hancock Life Insurance Company (U.S.A.) GA Schedule:

PlanType

PremiumType Years

Accumulation IUL 20 (9/20) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Accumulation IUL 20 (9/20) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Accumulation IUL 20 w/CVE (9/20) (DC) NoneNone 36.55UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Accumulation IUL 20 w/CVE (9/20) (DC) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Accumulation IUL 20 w/CVE w/Vitality(9/20)




Accumulation IUL 20 w/CVE w/Vitality(9/20)




Accumulation IUL 20 w/Vitality (9/20) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Accumulation IUL 20 w/Vitality (9/20) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

PWL 2011 (for conversions only) NoneNone 97.75P Base/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

PWL 2011 (for conversions only) NoneNone 2.55P Excess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection IUL 20 (w/CVE) (DC) NoneNone 36.55UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection IUL 20 (w/CVE) (DC) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection IUL 20 (w/Vitality) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection IUL 20 (w/Vitality) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection IUL 20 (w/o CVE) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Protection IUL 20 (w/o CVE) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SIUL 19 w/CVE (DC) NoneNone 36.55UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SIUL 19 w/CVE (DC) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SIUL 19 w/Vitality NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SIUL 19 w/Vitality NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SIUL 19 w/o CVE NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SIUL 19 w/o CVE NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SUL 19 (w/o CVE) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SUL 19 (w/o CVE) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SUL 19 (w/o CVE) w/ESCO (DC) NoneNone 33.15UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SUL 19 (w/o CVE) w/ESCO (DC) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SUL 19 w/Vitality NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection SUL 19 w/Vitality NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Protection Term 10 (7/20) NoneNone 97.75T Base/Target None1 - 1NoneNone 0.00None2 - 99




Protection UL 16 (3/20) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL 16 (3/20) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL 16 w/Vitality Plus (3/20) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL 16 w/Vitality Plus (3/20) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL 19 w/ESCO (DC) NoneNone 33.15UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL 19 w/ESCO (DC) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL-19 (6/2020) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL-19 (6/2020) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL-19 w/Vitality Plus (6/2020) NoneNone 97.75UBase/Target None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Protection UL-19 w/Vitality Plus (6/2020) NoneNone 2.55UExcess None1 - 1NoneNone 1.50None2 - 10NoneNone 0.00None11 - 99

Vitality Term 10 (7/20) NoneNone 103.70T Base/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Vitality Term 10 (7/20) NoneNone 0.00T Base/Target None2 - 99Vitality Term 15 (7/20) NoneNone 115.60T Base/Target None1 - 1

NoneNone 0.00None2 - 99Vitality Term 20 (7/20) NoneNone 121.55T Base/Target None1 - 1

NoneNone 0.00None2 - 99Vitality Term 30 (7/20) NoneNone 121.55T Base/Target None1 - 1


Base General Agent


RangeClientComp



Carrier: Lincoln Life Insurance & Annuity Co. of NY GA Schedule:

PlanType

PremiumType Years

Lin.Ins.Inc.Imm.Ann.-Life Option 0 - 2000000None 3.50S Base/Target 15 - 851 - 10 - 2000000None 0.0015 - 852 - 99

Lin.Ins.Inc.Imm.Ann.-Period Certain 10000 - 2000000None 3.50S Base/Target 0 - 951 - 110000 - 2000000None 0.000 - 952 - 99

Linc WealthAdv IUL NY FU 10/19 NoneNone 84.15UBase/Target None1 - 1NoneNone 7.75None2 - 2NoneNone 3.50None3 - 5NoneNone 2.25None6 - 15NoneNone 0.00None16 - 99

Linc WealthAdv IUL NY FU 10/19 NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 2NoneNone 0.00None3 - 99

Linc WealthAdv IUL NY SI/GI 10/19 NoneNone 84.15UBase/Target None1 - 1NoneNone 7.75None2 - 2NoneNone 3.50None3 - 5NoneNone 2.25None6 - 15NoneNone 0.00None16 - 99

Linc WealthAdv IUL NY SI/GI 10/19 NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 2NoneNone 0.00None3 - 99

Linc WealthAdv IUL NY w/SVEE FU LVL10/19





2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years








Linc WealthAdv IUL NY w/SVEE FU SH10/19





Linc WealthAdv IUL NY w/SVEE FU SH10/19




Linc WealthAdv IUL NY w/SVEE SI/GI LVL10/19





Linc WealthAdv IUL NY w/SVEE SI/GI LVL10/19




Linc WealthAdv IUL NY w/SVEE SI/GI SH10/19




2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years









Lincoln Conversion UL NY NoneNone 84.15UBase/Target None1 - 1NoneNone 7.75None2 - 2NoneNone 3.50None3 - 5NoneNone 2.25None6 - 15NoneNone 0.00None16 - 99

Lincoln Conversion UL NY NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 2NoneNone 0.00None3 - 99

Lincoln LifeElements 10 NY (7/19) NoneNone 84.15T Base/Target None1 - 1NoneNone 7.25None2 - 2NoneNone 0.00None3 - 99

Lincoln LifeElements 15 NY (7/19) NoneNone 84.15T Base/Target None1 - 1NoneNone 8.25None2 - 2NoneNone 1.75None3 - 3NoneNone 0.00None4 - 99



Lincoln MYGuarantee Plus 10 year 0 - 2000000None 3.00S Base/Target 0 - 751 - 10 - 2000000None 2.1076 - 801 - 10 - 2000000None 1.3881 - 851 - 10 - 2000000None 0.000 - 752 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Lincoln MYGuarantee Plus 10 year 0 - 2000000None 0.00S Base/Target 76 - 802 - 990 - 2000000None 0.0081 - 852 - 99

Lincoln MYGuarantee Plus 5 year 0 - 2000000None 2.25S Base/Target 0 - 751 - 10 - 2000000None 1.5576 - 801 - 10 - 2000000None 1.0081 - 851 - 10 - 2000000None 0.000 - 752 - 990 - 2000000None 0.0076 - 802 - 990 - 2000000None 0.0081 - 852 - 99


Lincoln OptiChoice 7 (Opt A) NY 0 - 2000000None 2.75ABase/Target 0 - 751 - 10 - 2000000None 2.5076 - 801 - 10 - 2000000None 2.2581 - 851 - 10 - 2000000None 2.250 - 752 - 20 - 2000000None 1.8876 - 802 - 20 - 2000000None 1.8881 - 852 - 20 - 2000000None 1.880 - 753 - 40 - 2000000None 1.2576 - 803 - 40 - 2000000None 1.2581 - 853 - 4

Lincoln WealthPrsrv IUL 2017 NY FU (2/18) NoneNone 84.15UBase/Target None1 - 1NoneNone 7.75None2 - 2NoneNone 3.50None3 - 5NoneNone 2.25None6 - 15NoneNone 0.00None16 - 99

Lincoln WealthPrsrv IUL 2017 NY FU (2/18) NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 2NoneNone 0.00None3 - 99



2/28/21




Base General Agent


RangeClientComp



Carrier: Lincoln National Life Insurance Company GA Schedule:

PlanType

PremiumType Years

LifeGuarantee SUL (2019) 7/20 NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

LifeGuarantee SUL (2019) 7/20 NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

LifeGuarantee UL 2019 (5/20) NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

LifeGuarantee UL 2019 (5/20) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Lincoln Conversion UL (7/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

Lincoln Conversion UL (7/19) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Lincoln Deferred Income Solutions - Flex 0 - 2000000None 4.50ABase/Target 0 - 801 - 10 - 2000000None 0.000 - 802 - 99

Lincoln Deferred Income Solutions - SP 0 - 2000000None 4.50S Base/Target 0 - 801 - 10 - 2000000None 0.000 - 802 - 99

Lincoln Ins.Inc.Imm.Ann.-Life Option 0 - 2000000None 3.50S Base/Target 15 - 851 - 10 - 2000000None 0.0015 - 852 - 99

Lincoln Ins.Inc.Imm.Ann.-Period Certain 0 - 2000000None 3.50S Base/Target 0 - 951 - 10 - 2000000None 0.000 - 952 - 99

Lincoln LifeElements 10 2019 1/21 NoneNone 100.30T Base/Target None1 - 1NoneNone 0.00None2 - 99






Lincoln LifeElements 30 2019 1/21 NoneNone 119.85T Base/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Lincoln LifeElements 30 2019 1/21 NoneNone 0.00T Base/Target None2 - 99Lincoln LifeElements 30 2019 8/20 NoneNone 119.85T Base/Target None1 - 1

NoneNone 0.00None2 - 99Lincoln MYGuarantee Plus 10 year 0 - 2000000None 3.00S Base/Target 0 - 751 - 1

0 - 2000000None 2.1076 - 801 - 10 - 2000000None 1.3881 - 851 - 10 - 2000000None 0.000 - 752 - 990 - 2000000None 0.0076 - 802 - 990 - 2000000None 0.0081 - 852 - 99

Lincoln MYGuarantee Plus 10 year (11/20) 0 - 2000000None 3.00S Base/Target 0 - 751 - 10 - 2000000None 2.1076 - 801 - 10 - 2000000None 1.3881 - 851 - 10 - 2000000None 0.000 - 752 - 990 - 2000000None 0.0076 - 802 - 990 - 2000000None 0.0081 - 852 - 99







2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Lincoln New Directions 6 (Opt A) 0 - 2000000None 4.13S Base/Target 0 - 751 - 10 - 2000000None 3.3876 - 801 - 10 - 2000000None 2.3881 - 851 - 10 - 2000000None 0.000 - 752 - 990 - 2000000None 0.0076 - 802 - 990 - 2000000None 0.0081 - 852 - 99

Lincoln New Directions 6 (Opt B) 0 - 2000000None 3.13S Base/Target 0 - 751 - 10 - 2000000None 0.000 - 752 - 99

Lincoln New Directions 8 (Opt A) 0 - 2000000None 5.25S Base/Target 0 - 751 - 10 - 2000000None 4.2576 - 801 - 10 - 2000000None 3.0081 - 851 - 10 - 2000000None 0.000 - 752 - 990 - 2000000None 0.0076 - 802 - 990 - 2000000None 0.0081 - 852 - 99

Lincoln New Directions 8 (Opt B) 0 - 2000000None 4.00S Base/Target 0 - 751 - 10 - 2000000None 3.0076 - 801 - 10 - 2000000None 0.000 - 752 - 990 - 2000000None 0.0076 - 802 - 99

Lincoln OptiBlend 10 - Opt A 10000 - 2000000None 8.00ABase/Target 0 - 741 - 110000 - 2000000None 5.0075 - 791 - 110000 - 2000000None 2.7580 - 801 - 110000 - 2000000None 2.250 - 742 - 410000 - 2000000None 2.2575 - 792 - 410000 - 2000000None 1.8580 - 802 - 410000 - 2000000None 2.000 - 745 - 810000 - 2000000None 1.9575 - 795 - 810000 - 2000000None 1.3880 - 805 - 810000 - 2000000None 0.000 - 749 - 9910000 - 2000000None 0.0075 - 799 - 9910000 - 2000000None 0.0080 - 809 - 99

Lincoln OptiBlend 10 - Opt B 10000 - 2000000None 6.50ABase/Target 0 - 741 - 110000 - 2000000None 3.5075 - 791 - 110000 - 2000000None 2.250 - 742 - 410000 - 2000000None 2.2575 - 792 - 410000 - 2000000None 2.000 - 745 - 810000 - 2000000None 1.9575 - 795 - 810000 - 2000000None 0.000 - 749 - 9910000 - 2000000None 0.0075 - 799 - 99

Lincoln OptiBlend 10 - Opt C 10000 - 2000000None 1.60ABase/Target 0 - 741 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Lincoln OptiBlend 10 - Opt C 10000 - 2000000None 1.20ABase/Target 0 - 742 - 410000 - 2000000None 1.050 - 745 - 810000 - 2000000None 0.000 - 749 - 99

Lincoln OptiBlend 5 - Opt A 0 - 2000000None 3.50ABase/Target 0 - 741 - 10 - 2000000None 2.7075 - 791 - 10 - 2000000None 1.7080 - 841 - 10 - 2000000None 0.7385 - 851 - 10 - 2000000None 0.950 - 742 - 20 - 2000000None 0.7375 - 792 - 20 - 2000000None 0.7080 - 842 - 20 - 2000000None 0.4585 - 852 - 20 - 2000000None 0.700 - 743 - 40 - 2000000None 0.4575 - 793 - 40 - 2000000None 0.4580 - 843 - 40 - 2000000None 0.4585 - 853 - 40 - 2000000None 0.000 - 745 - 990 - 2000000None 0.0075 - 795 - 990 - 2000000None 0.0080 - 845 - 990 - 2000000None 0.0085 - 855 - 99

Lincoln OptiBlend 7 - Opt A 10000 - 2000000None 5.25ABase/Target 0 - 741 - 110000 - 2000000None 3.7575 - 791 - 110000 - 2000000None 2.5080 - 841 - 110000 - 2000000None 1.1385 - 851 - 110000 - 2000000None 2.250 - 742 - 210000 - 2000000None 1.8875 - 792 - 210000 - 2000000None 1.2580 - 842 - 210000 - 2000000None 0.7585 - 852 - 210000 - 2000000None 1.880 - 743 - 410000 - 2000000None 1.2575 - 793 - 410000 - 2000000None 0.8880 - 843 - 410000 - 2000000None 0.7585 - 853 - 410000 - 2000000None 0.000 - 745 - 9910000 - 2000000None 0.0075 - 795 - 9910000 - 2000000None 0.0080 - 845 - 9910000 - 2000000None 0.0085 - 855 - 99

Lincoln OptiBlend 7 - Opt B 10000 - 2000000None 3.75ABase/Target 0 - 741 - 110000 - 2000000None 2.2575 - 791 - 110000 - 2000000None 1.2580 - 841 - 110000 - 2000000None 2.250 - 742 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Lincoln OptiBlend 7 - Opt B 10000 - 2000000None 1.88ABase/Target 75 - 792 - 210000 - 2000000None 1.0080 - 842 - 210000 - 2000000None 1.880 - 743 - 410000 - 2000000None 1.2575 - 793 - 410000 - 2000000None 0.8880 - 843 - 410000 - 2000000None 0.000 - 745 - 9910000 - 2000000None 0.0075 - 795 - 9910000 - 2000000None 0.0080 - 845 - 99

Lincoln OptiBlend 7 - Opt C 10000 - 2000000None 2.25ABase/Target 0 - 741 - 110000 - 2000000None 2.250 - 742 - 210000 - 2000000None 1.880 - 743 - 410000 - 2000000None 0.000 - 745 - 99

TermAccel 10 (2019) (e-app only) 1/21 None100000 - 1000000 100.30T Base/Target 18 - 601 - 1None100000 - 1000000 0.0018 - 602 - 99








WealthAcc 2 IUL w/LEVR LVL(2020) NoneNone 15.30UBase/Target None1 - 1NoneNone 13.13None2 - 5NoneNone 1.05None6 - 14NoneNone 0.00None15 - 99

WealthAcc 2 IUL w/LEVR LVL(2020) NoneNone 2.55UExcess None1 - 1NoneNone 2.10None2 - 5NoneNone 0.00None6 - 99

WealthAcc 2 IUL w/LEVR SH(2020) NoneNone 34.00UBase/Target None1 - 1NoneNone 5.83None2 - 5NoneNone 1.05None6 - 14NoneNone 0.00None15 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

WealthAcc 2 IUL w/LEVR SH(2020) NoneNone 2.55UExcess None1 - 1NoneNone 2.10None2 - 5NoneNone 0.00None6 - 99

WealthAcc 2 IUL w/SVEE LVL(2020) NoneNone 34.85UBase/Target None1 - 1NoneNone 14.70None2 - 6NoneNone 2.10None7 - 15NoneNone 0.00None16 - 99

WealthAcc 2 IUL w/SVEE LVL(2020) NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 6NoneNone 0.00None7 - 99

WealthAcc 2 IUL w/SVEE SH(2020) NoneNone 45.05UBase/Target None1 - 1NoneNone 12.60None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthAcc 2 IUL w/SVEE SH(2020) NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 5NoneNone 0.00None6 - 99

WealthAcc IUL w/LEVR LVL(9/16/19) NoneNone 15.30UBase/Target None1 - 1NoneNone 13.13None2 - 5NoneNone 1.05None6 - 14NoneNone 0.00None15 - 99

WealthAcc IUL w/LEVR LVL(9/16/19) NoneNone 2.55UExcess None1 - 1NoneNone 2.10None2 - 5NoneNone 0.00None6 - 99

WealthAcc IUL w/LEVR SH (9/16/19) NoneNone 34.00UBase/Target None1 - 1NoneNone 5.83None2 - 5NoneNone 1.05None6 - 14NoneNone 0.00None15 - 99

WealthAcc IUL w/LEVR SH (9/16/19) NoneNone 2.55UExcess None1 - 1NoneNone 2.10None2 - 5NoneNone 0.00None6 - 99

WealthAcc IUL w/SVEE LVL(9/16/19) NoneNone 34.85UBase/Target None1 - 1NoneNone 14.70None2 - 6NoneNone 2.10None7 - 15NoneNone 0.00None16 - 99

WealthAcc IUL w/SVEE LVL(9/16/19) NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 6NoneNone 0.00None7 - 99

WealthAcc IUL w/SVEE SH(9/16/19) NoneNone 45.05UBase/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

WealthAcc IUL w/SVEE SH(9/16/19) NoneNone 12.60UBase/Target None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthAcc IUL w/SVEE SH(9/16/19) NoneNone 4.25UExcess None1 - 1NoneNone 3.50None2 - 5NoneNone 0.00None6 - 99

WealthAccumulate 2 IUL(2020) NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthAccumulate 2 IUL(2020) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

WealthAccumulate IUL(9/16/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthAccumulate IUL(9/16/19) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

WealthPrsrv 2 IUL FU 2020 NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthPrsrv 2 IUL FU 2020 NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

WealthPrsrv 2 IUL SI/GI 2020 NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthPrsrv 2 IUL SI/GI 2020 NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

WealthPrsrv IUL FU 2019 NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15NoneNone 0.00None16 - 99

WealthPrsrv IUL FU 2019 NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

WealthPrsrv IUL SI/GI 2019 NoneNone 93.50UBase/Target None1 - 1NoneNone 3.50None2 - 5NoneNone 2.10None6 - 15



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

WealthPrsrv IUL SI/GI 2019 NoneNone 0.00UBase/Target None16 - 99WealthPrsrv IUL SI/GI 2019 NoneNone 4.25UExcess None1 - 1


LTC General Agent


RangeClientComp


LTC BrokerAgent Schedule: General Agent Pays


PlanType

PremiumType Years

MoneyGuard II 2020 (6/20) NoneNone 9.25CBase/Target None1 - 1NoneNone 0.00None2 - 99

MoneyGuard III 2020 (6/20) NoneNone 9.25CBase/Target None1 - 1NoneNone 0.00None2 - 99

Crump General Agent


RangeClientComp



Carrier: Lloyd's of London - Hanleigh ** GA Schedule:

PlanType

PremiumType Years

CPI ** NoneNone 18.75DBase/Target None1 - 1NoneNone 18.75None2 - 2NoneNone 0.00None3 - 99

Disability - Entertainment ** NoneNone 16.25DBase/Target None1 - 1NoneNone 16.25None2 - 5NoneNone 0.00None6 - 99

Disability - GSI ** NoneNone 18.75DBase/Target None1 - 1NoneNone 18.75None2 - 5NoneNone 0.00None6 - 99

Disability - Sports ** NoneNone 16.25DBase/Target None1 - 1NoneNone 16.25None2 - 3NoneNone 0.00None4 - 99

Disability - White Collar/Physician ** NoneNone 18.75DBase/Target None1 - 1NoneNone 18.75None2 - 5NoneNone 0.00None6 - 99

Loss of License ** NoneNone 17.50DBase/Target None1 - 1NoneNone 17.50None2 - 5



2/28/21




Crump General Agent


RangeClientComp



Carrier: Lloyd's of London - Hanleigh ** GA Schedule:

PlanType

PremiumType Years

Loss of License ** NoneNone 0.00DBase/Target None6 - 99Term Life ** NoneNone 18.75DBase/Target None1 - 1


Crump General Agent


RangeClientComp



Carrier: Lloyd's of London/DI ** GA Schedule:

PlanType

PremiumType Years

10 Year Term (10/14) ** NoneNone 17.50DBase/Target None1 - 1NoneNone 13.75None2 - 10NoneNone 0.00None11 - 99

Accel. Benefit To Age 65 ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

BOE ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

BOE Renewed Policy ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

Business Loan Fail to Survive (7/14) ** NoneNone 17.50DBase/Target None1 - 1NoneNone 13.75None2 - 99

Critical Asset Protection (10/14) ** NoneNone 17.50DBase/Target None1 - 1NoneNone 13.75None2 - 99

Disability Ins. Solution Renewed Policy ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

Disability Insurance Solution ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

Executive 400 Plan DI Renewed Policy ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

Executive 400 Plan Disability Insurance ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

Failure to Survive ** NoneNone 17.50DBase/Target None1 - 1NoneNone 13.75None2 - 99

Gtd Issue Income Protection ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

International Term Life (10/14) ** NoneNone 17.50DBase/Target None1 - 1NoneNone 13.75None2 - 99



2/28/21




Crump General Agent


RangeClientComp



Carrier: Lloyd's of London/DI ** GA Schedule:

PlanType

PremiumType Years

Lloyd's Entertainment DI ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

Loss of License ** NoneNone 17.50DBase/Target None1 - 1NoneNone 13.75None2 - 99

Physicians & Surgeons High Limit DIRenewed Policy **



Physicians & Surgeons High Limit DisabilityInsurance **



Pilot DI/The Stoddard Plan Renewed Policy**



Pilot Disability Insurance/The Stoddard Plan**



Prof. Athlete High Limit DI Renewed Policy**



Prof. Athlete Plan Renewed Policy ** NoneNone 16.25DBase/Target None1 - 1NoneNone 16.25None2 - 99

Professional Athlete High Limit Disability Ins.**



Professional Athlete Plan ** NoneNone 16.25DBase/Target None1 - 1NoneNone 16.25None2 - 99

StarCover DI Renewed Policy ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99

StarCover Disability Insurance ** NoneNone 18.75DBase/Target None1 - 1NoneNone 15.00None2 - 99



2/28/21




Crump General Agent


RangeClientComp


Crump Base AgentAgent Schedule: General Agent Pays

Carrier: Metropolitan Life Insurance Company/DI ** GA Schedule:

PlanType

PremiumType Years

Income Guard 90+ Day EP (GIO ONLY) ** NoneNone 62.00DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99

OMNI Advan.90+Day EP-(GIO ONLY) ** NoneNone 62.00DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99

OMNI Essen (90+ Day EP) GSI 0-20% ** NoneNone 62.00DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99

OMNI Essen (90+ Day EP) GSI 25% ** NoneNone 49.50DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99



OMNI Select (90+ Day EP) GSI 0-20% ** NoneNone 62.00DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99

OMNI Select (90+ Day EP) GSI 25% ** NoneNone 49.50DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99



Salary Saver (90+ Day EP) GSI 25% ** NoneNone 49.50DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 1.63None11 - 99





2/28/21




Crump General Agent


RangeClientComp


Crump Base AgentAgent Schedule: General Agent Pays

Carrier: Metropolitan Life Insurance Company/DI ** GA Schedule:

PlanType

PremiumType Years

Salary Saver (90+ Day EP) GSI 5-20% ** NoneNone 62.00DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 2.00None11 - 99

Crump General Agent


RangeClientComp



Carrier: Mutual of Omaha GA Schedule:

PlanType

PremiumType Years

Guaranteed ADvantage NoneNone 93.50P Base/Target None1 - 1NoneNone 2.00None2 - 5NoneNone 0.00None6 - 99

MC Custom Sol-AG/SG/CE (AL/NC/NV) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (CA) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (DE) NoneNone 67.50CBase/Target 0 - 691 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-AG/SG/CE (DE) NoneNone 47.50CBase/Target 70 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (IN) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (KY) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (MI) NoneNone 70.00CBase/Target 0 - 641 - 1NoneNone 31.0065 - 691 - 1NoneNone 27.0070 - 741 - 1NoneNone 25.0075 - 791 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-AG/SG/CE (MI) NoneNone 30.30CBase/Target 65 - 692 - 3NoneNone 26.3070 - 742 - 3NoneNone 24.3075 - 792 - 3NoneNone 9.050 - 642 - 5NoneNone 9.0565 - 694 - 5NoneNone 9.0570 - 744 - 5NoneNone 9.0575 - 794 - 5NoneNone 5.600 - 646 - 10NoneNone 5.6065 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6411 - 99NoneNone 2.5365 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (NY) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (PA) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-AG/SG/CE (SD) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-AG/SG/CE (WI) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 5.600 - 692 - 99NoneNone 5.6070 - 742 - 99NoneNone 5.6075 - 792 - 99

MC Custom Sol-AG/SG/CE (XX) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (AL/NC/NV) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-Ind. (AL/NC/NV) NoneNone 2.53CBase/Target 0 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (CA) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (DE) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (IN) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-Ind. (KY) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (MI) NoneNone 75.00CBase/Target 0 - 641 - 1NoneNone 33.0065 - 691 - 1NoneNone 29.0070 - 741 - 1NoneNone 27.0075 - 791 - 1NoneNone 32.3065 - 692 - 3NoneNone 28.3070 - 742 - 3NoneNone 26.3075 - 792 - 3NoneNone 9.050 - 642 - 5NoneNone 9.0565 - 694 - 5NoneNone 9.0570 - 744 - 5NoneNone 9.0575 - 794 - 5NoneNone 5.600 - 646 - 10NoneNone 5.6065 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6411 - 99NoneNone 2.5365 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (NY) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-Ind. (NY) NoneNone 5.60CBase/Target 75 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (PA) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (SD) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Custom Sol-Ind. (WI) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 5.600 - 692 - 99NoneNone 5.6070 - 742 - 99NoneNone 5.6075 - 792 - 99

MC Custom Sol-Ind. (XX) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Custom Sol-Ind. (XX) NoneNone 9.05CBase/Target 75 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (AL/NC/NV) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (CA) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (DE) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-AG/SG/CE (DE) NoneNone 5.60CBase/Target 75 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (IN) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (KY) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (MI) NoneNone 70.00CBase/Target 0 - 641 - 1NoneNone 31.0065 - 691 - 1NoneNone 27.0070 - 741 - 1NoneNone 25.0075 - 791 - 1NoneNone 30.3065 - 692 - 3NoneNone 26.3070 - 742 - 3NoneNone 24.3075 - 792 - 3NoneNone 9.050 - 642 - 5NoneNone 9.0565 - 694 - 5NoneNone 9.0570 - 744 - 5NoneNone 9.0575 - 794 - 5



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-AG/SG/CE (MI) NoneNone 5.60CBase/Target 0 - 646 - 10NoneNone 5.6065 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6411 - 99NoneNone 2.5365 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (NY) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (PA) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (SD) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-AG/SG/CE (SD) NoneNone 5.60CBase/Target 70 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-AG/SG/CE (WI) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 5.600 - 692 - 99NoneNone 5.6070 - 742 - 99NoneNone 5.6075 - 792 - 99

MC Secure Sol-AG/SG/CE (XX) NoneNone 67.50CBase/Target 0 - 691 - 1NoneNone 47.5070 - 741 - 1NoneNone 42.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (AL/NC/NV) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (CA) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-Ind. (CA) NoneNone 9.05CBase/Target 70 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (DE) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (IN) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (KY) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-Ind. (KY) NoneNone 5.60CBase/Target 70 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (MI) NoneNone 75.00CBase/Target 0 - 641 - 1NoneNone 33.0065 - 691 - 1NoneNone 29.0070 - 741 - 1NoneNone 27.0075 - 791 - 1NoneNone 32.3065 - 692 - 3NoneNone 28.3070 - 742 - 3NoneNone 26.3075 - 792 - 3NoneNone 9.050 - 642 - 5NoneNone 9.0565 - 694 - 5NoneNone 9.0570 - 744 - 5NoneNone 9.0575 - 794 - 5NoneNone 5.600 - 646 - 10NoneNone 5.6065 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6411 - 99NoneNone 2.5365 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (NY) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (PA) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-Ind. (PA) NoneNone 9.05CBase/Target 0 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (SD) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99NoneNone 2.5375 - 7911 - 99

MC Secure Sol-Ind. (WI) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 5.600 - 692 - 99NoneNone 5.6070 - 742 - 99NoneNone 5.6075 - 792 - 99

MC Secure Sol-Ind. (XX) NoneNone 72.50CBase/Target 0 - 691 - 1NoneNone 52.5070 - 741 - 1NoneNone 47.5075 - 791 - 1NoneNone 9.050 - 692 - 5NoneNone 9.0570 - 742 - 5NoneNone 9.0575 - 792 - 5NoneNone 5.600 - 696 - 10NoneNone 5.6070 - 746 - 10NoneNone 5.6075 - 796 - 10NoneNone 2.530 - 6911 - 99NoneNone 2.5370 - 7411 - 99



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

MC Secure Sol-Ind. (XX) NoneNone 2.53CBase/Target 75 - 7911 - 99

General Agent


RangeClientComp



Carrier: Mutual of Omaha/DI GA Schedule:

PlanType

PremiumType Years

Crit Ad-10 Yr (AZ/FL/IN/MI/ND/OH/SC/VT) NoneNone 25.00DBase/Target None1 - 1NoneNone 4.38None2 - 99

Crit Ad-10 Yr (CO/MD/MA/NJ/NY/SD/WA) NoneNone 25.00DBase/Target None1 - 1NoneNone 2.00None2 - 99

Crit Ad-10 Yr (CT/MN) NoneNone 15.00DBase/Target None1 - 1NoneNone 1.50None2 - 99










Crit Ad-Life (AZ/FL/IN/MI/ND/OH/SC/VT) NoneNone 45.00DBase/Target None1 - 1NoneNone 4.38None2 - 99

Crit Ad-Life (CO/MD/MA/NJ/NY/SD/WA) NoneNone 45.00DBase/Target None1 - 1NoneNone 2.00None2 - 99

Crit Ad-Life (CT/MN) NoneNone 35.00DBase/Target None1 - 1NoneNone 1.50None2 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Critical Advantage-10 Yr (XX) NoneNone 30.00DBase/Target None1 - 1NoneNone 9.38None2 - 99




Critical Advantage-Lifetime (XX) NoneNone 50.00DBase/Target None1 - 1NoneNone 9.38None2 - 99

Critical Illness - Ind (WA) NoneNone 70.00DBase/Target None1 - 1NoneNone 2.00None2 - 99

Critical Illness - Ind (XX) NoneNone 86.00DBase/Target None1 - 1NoneNone 2.00None2 - 99

Critical Illness - Ind(NY/SD/ND) NoneNone 70.00DBase/Target None1 - 1NoneNone 2.00None2 - 99

Critical Illness @ Work (WA) NoneNone 35.00DBase/Target None1 - 1NoneNone 5.50None2 - 99

Critical Illness @ Work (XX) NoneNone 45.00DBase/Target None1 - 1NoneNone 5.50None2 - 99

DI Choice Portfolio - Long Acc & Sick NoneNone 60.00DBase/Target None1 - 1NoneNone 5.50None2 - 4NoneNone 2.75None5 - 99

DI Choice Portfolio - Short Acc NoneNone 60.00DBase/Target None1 - 1NoneNone 5.50None2 - 4NoneNone 2.75None5 - 99

DI Choice Portfolio - Short Acc & Sick NoneNone 60.00DBase/Target None1 - 1NoneNone 5.50None2 - 4NoneNone 2.75None5 - 99

Mutual Inc Sol D90 Non-Cancell/Guar.RenROP/CV Riders



Mutual Income Sol D90 Guar.Renewable NoneNone 57.00DBase/Target None1 - 1NoneNone 7.50None2 - 5NoneNone 7.00None6 - 10NoneNone 1.25None16 - 15NoneNone 0.00None16 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Mutual Income Sol D90 Guar.RenewableAG/ML/CE Disc






Mutual Income Sol D90 Non-Cancellable NoneNone 58.25DBase/Target None1 - 1NoneNone 7.75None2 - 5NoneNone 7.25None6 - 10NoneNone 1.50None16 - 15NoneNone 0.00None16 - 99

Mutual Income Sol D90 Non-CancellableAG/ML/CE Disc






Priority Income Protection NoneNone 50.00DBase/Target None1 - 1NoneNone 2.50None2 - 10NoneNone 0.00None11 - 99

General Agent


RangeClientComp



Carrier: National Guardian Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Essential LTC - Non-Assoc NoneNone 70.00CBase/Target 40 - 691 - 1NoneNone 47.5070 - 791 - 1NoneNone 6.7040 - 692 - 99NoneNone 6.7070 - 792 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Essential LTC - Non-Assoc 10-pay NoneNone 70.00CBase/Target 40 - 691 - 1NoneNone 47.5070 - 791 - 1NoneNone 6.7040 - 692 - 10NoneNone 6.7070 - 792 - 10NoneNone 0.0040 - 6911 - 99NoneNone 0.0070 - 7911 - 99

Essential LTC - Non-Assoc 10-pay NoneNone 32.50CLevel 2 40 - 691 - 1NoneNone 22.5070 - 791 - 1NoneNone 0.0040 - 692 - 99NoneNone 0.0070 - 792 - 99

Essential LTC - Non-Assoc Other Riders NoneNone 70.00CBase/Target 40 - 691 - 1NoneNone 47.5070 - 791 - 1NoneNone 6.7040 - 692 - 99NoneNone 6.7070 - 792 - 99

Essential LTC - Non-Assoc Other Riders NoneNone 70.00CLevel 2 40 - 691 - 1NoneNone 47.5070 - 791 - 1NoneNone 0.0040 - 692 - 99NoneNone 0.0070 - 792 - 99

Essential LTC - Non-Assoc ROP NoneNone 70.00CBase/Target 40 - 691 - 1NoneNone 47.5070 - 791 - 1NoneNone 6.7040 - 692 - 99NoneNone 6.7070 - 792 - 99

Essential LTC - Non-Assoc ROP NoneNone 32.50CLevel 2 40 - 691 - 1NoneNone 22.5070 - 791 - 1NoneNone 0.0040 - 692 - 99NoneNone 0.0070 - 792 - 99

Essential LTC - Non-Assoc SP NoneNone 8.00CBase/Target 40 - 791 - 1NoneNone 0.0040 - 792 - 99

Essential LTC - Non-Assoc SP Other Riders NoneNone 8.00CBase/Target 40 - 791 - 1NoneNone 0.0040 - 792 - 99

Essential LTC - Non-Assoc SP Other Riders NoneNone 7.00CLevel 2 40 - 791 - 1NoneNone 0.0040 - 792 - 99

Essential LTC - Non-Assoc SP ROP NoneNone 8.00CBase/Target 40 - 791 - 1NoneNone 0.0040 - 792 - 99

Essential LTC - Non-Assoc SP ROP NoneNone 4.00CLevel 2 40 - 791 - 1NoneNone 0.0040 - 792 - 99

Income Protection Assurance (IPA) NoneNone 42.50DBase/Target None1 - 1NoneNone 3.75None2 - 4NoneNone 2.75None5 - 10



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Income Protection Assurance (IPA) NoneNone 0.00DBase/Target None11 - 99

Base General Agent


RangeClientComp



Carrier: New York Life Insurance & Annuity Co. ** GA Schedule:

PlanType

PremiumType Years

Clear Income FA, Opt 1 (no trails) 50000 - 3000000None 4.50S Base/Target 50 - 751 - 150000 - 3000000None 3.5076 - 801 - 150000 - 3000000None 0.0050 - 752 - 9950000 - 3000000None 0.0076 - 802 - 99

Clear Income FA, Opt 2 (w/trails) 50000 - 3000000None 2.50S Base/Target 50 - 751 - 150000 - 3000000None 2.0076 - 801 - 150000 - 3000000None 0.0050 - 752 - 9950000 - 3000000None 0.0076 - 802 - 99

Guaranteed Future Income Ann II - Opt 1 0 - 3000000None 4.50ABase/Target 0 - 751 - 10 - 3000000None 4.0076 - 801 - 1



Guaranteed Lifetime Income Ann II - Opt 1 0 - 3000000None 3.50S Base/Target 0 - 951 - 10 - 3000000None 0.000 - 952 - 99



Guaranteed Period Income Annuity II 10-14Yr

0 - 3000000None 2.50S Base/Target None1 - 1

0 - 3000000None 0.00None2 - 99

Guaranteed Period Income Annuity II 15+ Yr 0 - 3000000None 3.50S Base/Target None1 - 10 - 3000000None 0.00None2 - 99

Guaranteed Period Income Annuity II 5-6 Yr 0 - 3000000None 0.58S Base/Target None1 - 10 - 3000000None 0.00None2 - 99

Guaranteed Period Income Annuity II 7-9 Yr 0 - 3000000None 1.50S Base/Target None1 - 10 - 3000000None 0.00None2 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Preferred Choice Fixed Annuity ll 0 - 3000000None 3.50S Base/Target 0 - 801 - 10 - 3000000None 1.5081 - 851 - 10 - 3000000None 0.7586 - 901 - 10 - 3000000None 0.000 - 802 - 990 - 3000000None 0.0081 - 852 - 990 - 3000000None 0.0086 - 902 - 99

Secure Term Choice Fxd Ann II-3 Yrs. 0 - 3000000None 1.13S Base/Target 0 - 801 - 10 - 3000000None 0.7581 - 851 - 10 - 3000000None 0.7586 - 901 - 10 - 3000000None 0.000 - 802 - 990 - 3000000None 0.0081 - 852 - 990 - 3000000None 0.0086 - 902 - 99

Secure Term Choice Fxd Ann II-4 Yrs. 0 - 3000000None 1.70S Base/Target 0 - 801 - 10 - 3000000None 1.0581 - 851 - 10 - 3000000None 0.7586 - 901 - 1




Secure Term MVA Fixed Ann II-3 Yrs. 0 - 3000000None 1.13S Base/Target 0 - 801 - 10 - 3000000None 0.7581 - 851 - 10 - 3000000None 0.000 - 802 - 990 - 3000000None 0.0081 - 852 - 99

Secure Term MVA Fixed Ann II-4 Yrs. 0 - 3000000None 1.50S Base/Target 0 - 801 - 10 - 3000000None 1.0581 - 851 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Secure Term MVA Fixed Ann II-5,6,7 Yr 0 - 3000000None 2.50S Base/Target 0 - 801 - 10 - 3000000None 1.5081 - 851 - 10 - 3000000None 0.000 - 802 - 990 - 3000000None 0.0081 - 852 - 99

Base General Agent


RangeClientComp



Carrier: North American Co. for Life & Health GA Schedule:

PlanType

PremiumType Years

ADDvantage 10 (Gen 9)(5/20) NoneNone 83.38T Base/Target None1 - 1NoneNone 0.00None2 - 99




Builder Plus IUL 2 - Opt A (5/20) NoneNone 109.91UBase/Target None1 - 1NoneNone 2.75None2 - 10NoneNone 0.00None11 - 99

Builder Plus IUL 2 - Opt A (5/20) NoneNone 4.17UExcess None1 - 1NoneNone 2.75None2 - 10NoneNone 0.00None11 - 99

Builder Plus IUL 2 - Opt B (5/20) NoneNone 102.33UBase/Target None1 - 1NoneNone 3.25None2 - 10NoneNone 0.00None11 - 99

Builder Plus IUL 2 - Opt B (5/20) NoneNone 4.55UExcess None1 - 1NoneNone 3.25None2 - 10NoneNone 0.00None11 - 99

Charter Plus - 10 Yr Opt A NoneNone 7.75ABase/Target 0 - 751 - 1NoneNone 5.8276 - 791 - 1NoneNone 3.880 - 752 - 3NoneNone 2.9176 - 792 - 3NoneNone 1.940 - 754 - 5NoneNone 1.4676 - 794 - 5NoneNone 0.000 - 756 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Charter Plus - 10 Yr Opt A NoneNone 0.00ABase/Target 76 - 796 - 99Charter Plus - 10 Yr Opt B NoneNone 6.25ABase/Target 0 - 751 - 1

NoneNone 4.6976 - 791 - 1NoneNone 3.130 - 752 - 3NoneNone 2.3576 - 792 - 3NoneNone 1.570 - 754 - 5NoneNone 1.1876 - 794 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 796 - 99

Charter Plus - 10 Yr Opt C NoneNone 4.75ABase/Target 0 - 751 - 1NoneNone 3.5776 - 791 - 1NoneNone 2.380 - 752 - 3NoneNone 1.7876 - 792 - 3NoneNone 1.190 - 754 - 5NoneNone 0.9076 - 794 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 796 - 99

Charter Plus - 10 Yr Opt D NoneNone 2.00ABase/Target 0 - 751 - 1NoneNone 1.5076 - 791 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 792 - 99

Classic Term 10 (5/20) NoneNone 68.22T Base/Target None1 - 1NoneNone 0.00None2 - 99



Custom Guar.Gen 9 (5/20) NoneNone 98.54UBase/Target None1 - 1NoneNone 1.13None2 - 10NoneNone 0.00None11 - 99

Custom Guar.Gen 9 (5/20) NoneNone 2.65UExcess None1 - 1NoneNone 1.13None2 - 10NoneNone 0.00None11 - 99

Guarantee Choice 10 Opt A NoneNone 3.50S Base/Target 0 - 801 - 1NoneNone 2.6381 - 851 - 1NoneNone 1.7586 - 901 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99NoneNone 0.0086 - 902 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Guarantee Choice 10 Opt D NoneNone 0.95S Base/Target 0 - 801 - 1NoneNone 0.7281 - 851 - 1NoneNone 0.4886 - 901 - 1NoneNone 0.000 - 802 - 99NoneNone 0.0081 - 852 - 99NoneNone 0.0086 - 902 - 99






Guarantee Choice 7 Opt D NoneNone 0.95S Base/Target 0 - 801 - 1NoneNone 0.7281 - 851 - 1NoneNone 0.4886 - 901 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Guarantee Choice 7 Opt D NoneNone 0.00S Base/Target 0 - 802 - 99NoneNone 0.0081 - 852 - 99NoneNone 0.0086 - 902 - 99

NA Income (All Other Options) Opt A NoneNone 3.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

NA Income (Pd Certain 5-9 Yrs)Opt A NoneNone 1.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

NA Performance Choice 8 (Opt A) NoneNone 5.50ABase/Target 0 - 751 - 1NoneNone 4.1376 - 791 - 1NoneNone 2.7680 - 851 - 1NoneNone 2.760 - 752 - 3NoneNone 2.0776 - 792 - 3NoneNone 1.3880 - 852 - 3NoneNone 1.380 - 754 - 5NoneNone 1.0376 - 794 - 5NoneNone 0.6980 - 854 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 796 - 99NoneNone 0.0080 - 856 - 99

NA Performance Choice 8 (Opt B) NoneNone 4.00ABase/Target 0 - 751 - 1NoneNone 3.0076 - 791 - 1NoneNone 2.0180 - 851 - 1NoneNone 2.010 - 752 - 3NoneNone 1.5176 - 792 - 3NoneNone 1.0180 - 852 - 3NoneNone 1.000 - 754 - 5NoneNone 0.7576 - 794 - 5NoneNone 0.5180 - 854 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 796 - 99NoneNone 0.0080 - 856 - 99

NA Performance Choice 8 (Opt C) NoneNone 2.50ABase/Target 0 - 751 - 1NoneNone 1.8876 - 791 - 1NoneNone 1.2680 - 851 - 1NoneNone 1.260 - 752 - 3NoneNone 0.9476 - 792 - 3NoneNone 0.6380 - 852 - 3NoneNone 0.630 - 754 - 5NoneNone 0.4776 - 794 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

NA Performance Choice 8 (Opt C) NoneNone 0.32ABase/Target 80 - 854 - 5NoneNone 0.000 - 756 - 99NoneNone 0.0076 - 796 - 99NoneNone 0.0080 - 856 - 99

NA Performance Choice 8 (Opt D) NoneNone 1.50ABase/Target 0 - 751 - 1NoneNone 1.1376 - 791 - 1NoneNone 0.7680 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 792 - 99NoneNone 0.0080 - 852 - 99

NAC BenefitSolutions 10, Opt A NoneNone 7.75S Base/Target 40 - 751 - 1NoneNone 5.8276 - 791 - 1NoneNone 0.0040 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC BenefitSolutions 10, Opt B NoneNone 6.25S Base/Target 40 - 751 - 1NoneNone 4.6976 - 791 - 1NoneNone 0.0040 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC BenefitSolutions 10, Opt C NoneNone 4.75S Base/Target 40 - 751 - 1NoneNone 3.5776 - 791 - 1NoneNone 0.0040 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC BenefitSolutions 10, Opt D NoneNone 2.00S Base/Target 40 - 751 - 1NoneNone 1.5076 - 791 - 1NoneNone 0.0040 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC IncomeChoice 10 Opt A (1/19) NoneNone 7.75ABase/Target 40 - 751 - 1NoneNone 5.8276 - 791 - 1NoneNone 3.8840 - 752 - 3NoneNone 2.9176 - 792 - 3NoneNone 1.9440 - 754 - 5NoneNone 1.4676 - 794 - 5NoneNone 0.0040 - 756 - 99NoneNone 0.0076 - 796 - 99

NAC IncomeChoice 10 Opt B (1/19) NoneNone 6.25ABase/Target 40 - 751 - 1NoneNone 4.6976 - 791 - 1NoneNone 3.1340 - 752 - 3NoneNone 2.3576 - 792 - 3NoneNone 1.5740 - 754 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

NAC IncomeChoice 10 Opt B (1/19) NoneNone 1.18ABase/Target 76 - 794 - 5NoneNone 0.0040 - 756 - 99NoneNone 0.0076 - 796 - 99

NAC IncomeChoice 10 Opt C (1/19) NoneNone 4.75ABase/Target 40 - 751 - 1NoneNone 3.5776 - 791 - 1NoneNone 2.3840 - 752 - 3NoneNone 1.7876 - 792 - 3NoneNone 1.1940 - 754 - 5NoneNone 0.9076 - 794 - 5NoneNone 0.0040 - 756 - 99NoneNone 0.0076 - 796 - 99

NAC IncomeChoice 10 Opt D (1/19) NoneNone 2.00ABase/Target 40 - 751 - 1NoneNone 1.5076 - 791 - 1NoneNone 0.0040 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC VersaChoice 10 (Opt A) NoneNone 7.75S Base/Target 0 - 751 - 1NoneNone 5.8276 - 791 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC VersaChoice 10 (Opt B) NoneNone 6.25S Base/Target 0 - 751 - 1NoneNone 4.6976 - 791 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC VersaChoice 10 (Opt C) NoneNone 4.75S Base/Target 0 - 751 - 1NoneNone 3.5776 - 791 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 792 - 99

NAC VersaChoice 10 (Opt D) NoneNone 2.00S Base/Target 0 - 751 - 1NoneNone 1.5076 - 791 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 792 - 99

Protection Builder IUL - Opt A (5/20) NoneNone 98.54UBase/Target None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Protection Builder IUL - Opt A (5/20) NoneNone 3.41UExcess None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Protection Builder IUL - Opt B (5/20) NoneNone 90.96UBase/Target None1 - 1NoneNone 2.25None2 - 10



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Protection Builder IUL - Opt B (5/20) NoneNone 0.00UBase/Target None11 - 99Protection Builder IUL - Opt B (5/20) NoneNone 3.79UExcess None1 - 1


Smart Builder IUL - Opt A w/o WOSC (5/20) NoneNone 98.54UBase/Target None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Smart Builder IUL - Opt A w/o WOSC (5/20) NoneNone 3.41UExcess None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Smart Builder IUL - Opt B w/o WOSC (5/20) NoneNone 90.96UBase/Target None1 - 1NoneNone 2.25None2 - 10NoneNone 0.00None11 - 99

Smart Builder IUL - Opt B w/o WOSC (5/20) NoneNone 3.79UExcess None1 - 1NoneNone 2.25None2 - 10NoneNone 0.00None11 - 99

Smart Builder IUL - Opt C w&w/o WOSC(5/20)




Smart Builder IUL - Opt C w&w/o WOSC(5/20)




General Agent


RangeClientComp



Carrier: Pacific Life - Lynchburg GA Schedule:

PlanType

PremiumType Years

PL Promise Conversion UL - Early NoneNone 114.75UBase/Target None1 - 1NoneNone 1.00None2 - 10NoneNone 0.50None11 - 99

PL Promise Conversion UL - Early NoneNone 3.40UExcess None1 - 1



2/28/21




General Agent


RangeClientComp



Carrier: Pacific Life - Lynchburg GA Schedule:

PlanType

PremiumType Years

PL Promise Conversion UL - Early NoneNone 1.00UExcess None2 - 10NoneNone 0.00None11 - 99

PL Promise Conversion UL - Late NoneNone 38.25UBase/Target None1 - 1NoneNone 1.00None2 - 10NoneNone 0.50None11 - 99

PL Promise Conversion UL - Late NoneNone 3.40UExcess None1 - 1NoneNone 1.00None2 - 10NoneNone 0.00None11 - 99

PL Promise Conversion UL - Mid NoneNone 76.50UBase/Target None1 - 1NoneNone 1.00None2 - 10NoneNone 0.50None11 - 99

PL Promise Conversion UL - Mid NoneNone 3.40UExcess None1 - 1NoneNone 1.00None2 - 10NoneNone 0.00None11 - 99

PL Promise GUL (5/2020) NoneNone 85.00UBase/Target None1 - 1NoneNone 0.00None2 - 10NoneNone 0.00None11 - 99

PL Promise GUL (5/2020) NoneNone 1.70UExcess None1 - 1NoneNone 0.50None2 - 10NoneNone 0.00None11 - 99

PL Promise Term - 10 Yr (9/20) NoneNone 72.25T Base/Target None1 - 1NoneNone 0.50None2 - 10NoneNone 0.00None11 - 99







2/28/21




Base General Agent


RangeClientComp



Carrier: Penn Insurance & Annuity Co. GA Schedule:

PlanType

PremiumType Years

Accumulation Builder Flex IUL - Basic NoneNone 86.10UBase/Target None1 - 1NoneNone 1.75None2 - 10NoneNone 1.75None11 - 15NoneNone 0.30None16 - 99

Accumulation Builder Flex IUL - Basic NoneNone 3.98UExcess None1 - 1NoneNone 0.00None2 - 99

Accumulation Builder Flex IUL - Basicw/ABC





Accumulation Builder Flex IUL - Basicw/ABC



Accumulation Builder Flex IUL - Level NoneNone 24.11UBase/Target None1 - 1NoneNone 17.29None2 - 5NoneNone 1.75None6 - 10NoneNone 1.75None11 - 15NoneNone 0.30None16 - 99

Accumulation Builder Flex IUL - Level NoneNone 3.98UExcess None1 - 1NoneNone 1.75None2 - 5NoneNone 0.00None6 - 99

Accumulation Builder Flex IUL - Levelw/ABC











2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years



Guaranteed Protection UL 7/2020 NoneNone 86.10UBase/Target None1 - 1NoneNone 1.75None2 - 15NoneNone 0.30None16 - 99

Guaranteed Protection UL 7/2020 NoneNone 3.98UExcess None1 - 1NoneNone 0.00None2 - 99

Protection UL NoneNone 86.10UBase/Target None1 - 1NoneNone 1.75None2 - 15NoneNone 0.30None16 - 99

Protection UL NoneNone 3.98UExcess None1 - 1NoneNone 0.00None2 - 99

Surv Plus Select IUL w/SBER-Opt 1-notrl(2018)






Surv Plus Select IUL w/SBER-Opt 1-notrl(2018)




Surv Plus Select IUL w/SBER-Opt 2-trl(2018) NoneNone 17.22UBase/Target None1 - 1NoneNone 12.35None2 - 5NoneNone 0.94None6 - 10NoneNone 0.94None11 - 15NoneNone 0.00None16 - 99

Surv Plus Select IUL w/SBER-Opt 2-trl(2018) NoneNone 2.39UExcess None1 - 1NoneNone 0.94None2 - 5NoneNone 0.00None6 - 99

Surv Plus Select IUL w/o SBER-Opt 1-no trl(2018)





2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years







Surv Plus Select IUL w/o SBER-Opt 2-trl(2018)




Surv Plus Select IUL w/o SBER-Opt 2-trl(2018)



Base General Agent


RangeClientComp



Carrier: Penn Mutual Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Guaranteed Convertible Term 10 (1/2021) NoneNone 86.10T Base/Target None1 - 1NoneNone 1.88None2 - 5NoneNone 0.00None6 - 99




Guaranteed Term 10 (2/17) NoneNone 86.10T Base/Target None1 - 1NoneNone 1.88None2 - 5



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Guaranteed Term 10 (2/17) NoneNone 0.00T Base/Target None6 - 99Guaranteed Term 15 (2/17) NoneNone 86.10T Base/Target None1 - 1


Guaranteed Term 20 (2/17) NoneNone 86.10T Base/Target None1 - 1NoneNone 1.88None2 - 5NoneNone 0.00None6 - 99

Guaranteed WL - Asset Based (1/2020) NoneNone 86.10P Base/Target None1 - 1NoneNone 7.38None2 - 3NoneNone 4.25None4 - 4NoneNone 1.25None5 - 10NoneNone 0.00None11 - 99

Guaranteed WL - Asset Based (1/2020) NoneNone 3.18P Excess None1 - 1NoneNone 1.25None2 - 4NoneNone 0.00None5 - 99

Guaranteed Whole Life (1/2020) NoneNone 86.10P Base/Target 0 - 851 - 1NoneNone 8.000 - 852 - 3NoneNone 4.880 - 854 - 4NoneNone 1.880 - 855 - 15NoneNone 1.630 - 8516 - 99

Guaranteed Whole Life (1/2020) NoneNone 4.77P Excess 0 - 851 - 1NoneNone 1.880 - 852 - 4NoneNone 0.000 - 855 - 99

Protection Non-Convertible Term 10 (1/2021) NoneNone 86.10T Base/Target None1 - 1NoneNone 0.00None2 - 99




SPIA NoneNone 3.50S Base/Target 0 - 851 - 1NoneNone 0.000 - 852 - 99

Survivorship Choice Whole Life NoneNone 86.10P Base/Target 0 - 851 - 1NoneNone 8.000 - 852 - 3NoneNone 4.880 - 854 - 4NoneNone 1.880 - 855 - 15NoneNone 1.630 - 8516 - 99

Survivorship Choice Whole Life NoneNone 4.77P Excess 0 - 851 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Survivorship Choice Whole Life NoneNone 1.88P Excess 0 - 852 - 4NoneNone 0.000 - 855 - 99

Base General Agent


RangeClientComp



Carrier: Principal Life Insurance Company GA Schedule:

PlanType

PremiumType Years

10 - Year Term 2020 (3/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 4.75None2 - 2NoneNone 0.25None3 - 10NoneNone 0.00None11 - 99

15 - Year Term 2020 (3/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 6.75None2 - 2NoneNone 1.25None3 - 3NoneNone 0.25None4 - 10NoneNone 0.00None11 - 99



Deferred Income Annuity (5-9 Yr FixedOptions)

NoneNone 2.75ABase/Target None1 - 1


Deferred Income Annuity (All Other Optons) NoneNone 3.75ABase/Target None1 - 1NoneNone 0.00None2 - 99

Prin. Pref. Series - 3 Yr, Opt A 0 - 2000000None 1.25ABase/Target 0 - 801 - 12000001 - 999999999None 0.600 - 901 - 1

0 - 2000000None 0.8581 - 851 - 10 - 2000000None 0.6386 - 901 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years


0 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99

Prin. Pref. Series - 3 Yr, Opt B 0 - 2000000None 1.10ABase/Target 0 - 801 - 12000001 - 999999999None 0.450 - 901 - 1

0 - 2000000None 0.7081 - 851 - 10 - 2000000None 0.4886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99

Prin. Pref. Series - 3 Yr, Opt C 0 - 2000000None 0.95ABase/Target 0 - 801 - 12000001 - 999999999None 0.330 - 901 - 1

0 - 2000000None 0.5581 - 851 - 10 - 2000000None 0.3886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99

Prin. Pref. Series - 3 Yr, Opt D 0 - 2000000None 0.65ABase/Target 0 - 801 - 12000001 - 999999999None 0.050 - 901 - 1

0 - 2000000None 0.3081 - 851 - 10 - 2000000None 0.1386 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.4581 - 851 - 10 - 2000000None 1.1386 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.2581 - 851 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years


2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.0581 - 851 - 10 - 2000000None 0.7886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 0.7081 - 851 - 10 - 2000000None 0.5386 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.7581 - 851 - 10 - 2000000None 1.3886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.5581 - 851 - 10 - 2000000None 1.1886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99




2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Prin. Pref. Series - 5 Yr, Opt C 0 - 2000000None 1.25ABase/Target 81 - 851 - 10 - 2000000None 0.9886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 0.8081 - 851 - 10 - 2000000None 0.6886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 2.0381 - 851 - 10 - 2000000None 1.6386 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.7381 - 851 - 10 - 2000000None 1.3886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.4881 - 851 - 10 - 2000000None 1.1886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99

Prin. Pref. Series - 6 Yr, Opt D 0 - 2000000None 1.65ABase/Target 0 - 801 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Prin. Pref. Series - 6 Yr, Opt D 2000001 - 999999999None 0.85ABase/Target 0 - 901 - 10 - 2000000None 0.9881 - 851 - 10 - 2000000None 0.8886 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 2.3381 - 851 - 10 - 2000000None 1.8086 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.9881 - 851 - 10 - 2000000None 1.5586 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.6881 - 851 - 10 - 2000000None 1.3086 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99


0 - 2000000None 1.1881 - 851 - 10 - 2000000None 1.0086 - 901 - 10 - 2000000None 0.000 - 802 - 99

2000001 - 999999999None 0.000 - 902 - 990 - 2000000None 0.0081 - 852 - 990 - 2000000None 0.0086 - 902 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Prin.Income Ann. 5 Yr NoneNone 1.25S Base/Target None1 - 1NoneNone 0.00None2 - 99

Prin.Income Ann.(All Other Options) NoneNone 3.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

Prin.Income Ann.6-9 Yrs Fix.Per/Fix.Amt. NoneNone 1.75S Base/Target None1 - 1NoneNone 0.00None2 - 99

Prin.Secure Choice Ind.An.4 Yr Opt A 0 - 2000000None 2.38ABase/Target 0 - 751 - 12000001 - 999999999None 1.480 - 851 - 1

0 - 2000000None 1.6076 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99

Prin.Secure Choice Ind.An.4 Yr Opt B 0 - 2000000None 2.18ABase/Target 0 - 751 - 12000001 - 999999999None 1.280 - 851 - 1

0 - 2000000None 1.4076 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99

Prin.Secure Choice Ind.An.4 Yr Opt C 0 - 2000000None 1.93ABase/Target 0 - 751 - 12000001 - 999999999None 1.080 - 851 - 1

0 - 2000000None 1.2076 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99

Prin.Secure Choice Ind.An.4 Yr Opt D 0 - 2000000None 1.48ABase/Target 0 - 751 - 12000001 - 999999999None 0.680 - 851 - 1

0 - 2000000None 0.8076 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.8576 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.6076 - 851 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years


0 - 2000000None 0.0076 - 852 - 99Prin.Secure Choice Ind.An.5 Yr Opt C 0 - 2000000None 2.20ABase/Target 0 - 751 - 1

2000001 - 999999999None 1.200 - 851 - 10 - 2000000None 1.3576 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 0.9076 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 2.2876 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.9876 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.7376 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.1376 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years


0 - 2000000None 2.5876 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 2.2876 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.9376 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99


0 - 2000000None 1.3376 - 851 - 10 - 2000000None 0.000 - 752 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0076 - 852 - 99

SUL Protector III (6/20) NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.50None3 - 3NoneNone 1.50None4 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

SUL Protector III (6/20) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Select Series (3 Yr) 0 - 2000000None 1.25S Base/Target 0 - 791 - 12000001 - 999999999None 0.630 - 851 - 1

0 - 2000000None 0.6380 - 851 - 10 - 2000000None 0.000 - 792 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0080 - 852 - 99

Select Series (4 Yr) 0 - 2000000None 2.20S Base/Target 0 - 791 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Select Series (4 Yr) 2000001 - 999999999None 0.40S Base/Target 0 - 851 - 10 - 2000000None 1.4580 - 851 - 10 - 2000000None 0.000 - 792 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0080 - 852 - 99


0 - 2000000None 2.0380 - 851 - 10 - 2000000None 0.000 - 792 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0080 - 852 - 99


0 - 2000000None 2.7580 - 851 - 10 - 2000000None 0.000 - 792 - 99

2000001 - 999999999None 0.000 - 852 - 990 - 2000000None 0.0080 - 852 - 99

UL Flex III FU (10/2019) NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.50None3 - 3NoneNone 1.50None4 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

UL Flex III FU (10/2019) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

UL Flex III GI/SI (10/2019) NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.50None3 - 3NoneNone 1.50None4 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

UL Flex III GI/SI (10/2019) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Universal Life Protector V (6/20) FU NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.50None3 - 3NoneNone 1.50None4 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Universal Life Protector V (6/20) FU NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Universal Life Protector V (6/20) GI/SI NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.50None3 - 3NoneNone 1.50None4 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

Universal Life Protector V (6/20) GI/SI NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

General Agent


RangeClientComp



Carrier: Principal Life/DI GA Schedule:

PlanType

PremiumType Years

DI Retirement Security 2A-A NoneNone 55.35DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 4.00None11 - 99

DI Retirement Security 5A-3A NoneNone 61.50DBase/Target None1 - 1NoneNone 7.00None2 - 10NoneNone 4.00None11 - 99

GSI (6A/5A/4A/3A/2A)(20% Prem. Disc) ERPaid




GSI (6A/5A/4A/3A/2A)(20% Prem. Disc)Voluntary









2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years















HH670 - BOE (2A) NoneNone 49.20DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99


HH670 - BOE (5A-4A) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (2A)(MULTI) NoneNone 49.20DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (2A)(SGL) NoneNone 49.20DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

HH670/678-Simp. BOE (3A)(MULTI) NoneNone 61.50DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (3A)(SGL) NoneNone 61.50DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (5A-4A)(MULTI) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (5A-4A)(SGL) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (A)(MULTI) NoneNone 43.05DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH670/678-Simp. BOE (A)(SGL) NoneNone 43.05DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673 - Buyout (2A) NoneNone 49.20DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673 - Buyout (3A) NoneNone 61.50DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673 - Buyout (5A-4A) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673-Simp. DBO (2A)(MULTI) NoneNone 49.20DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

HH673-Simp. DBO (2A)(MULTI) NoneNone 7.00DBase/Target None11 - 99HH673-Simp. DBO (2A)(SGL) NoneNone 49.20DBase/Target None1 - 1


HH673-Simp. DBO (3A)(MULTI) NoneNone 61.50DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673-Simp. DBO (3A)(SGL) NoneNone 61.50DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673-Simp. DBO (5A-4A)(MULTI) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673-Simp. DBO (5A-4A)(SGL) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673-Simp. DBO (A)(MULTI) NoneNone 43.05DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99

HH673-Simp. DBO (A)(SGL) NoneNone 43.05DBase/Target None1 - 1NoneNone 9.75None2 - 3NoneNone 7.75None4 - 10NoneNone 7.00None11 - 99



HH678 - BOE (5A-4A) NoneNone 61.50DBase/Target None1 - 1NoneNone 12.75None2 - 3



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

HH678 - BOE (5A-4A) NoneNone 7.75DBase/Target None4 - 10NoneNone 7.00None11 - 99

HH703 - Buyout (2A - A) NoneNone 55.35DBase/Target None1 - 1NoneNone 6.75None2 - 10NoneNone 4.00None11 - 99

HH703 - Buyout (5A - 3A) NoneNone 61.50DBase/Target None1 - 1NoneNone 6.75None2 - 10NoneNone 4.00None11 - 99

HH750 - DI (2A-A) NoneNone 55.35DBase/Target 0 - 641 - 1NoneNone 4.9265 - 991 - 1NoneNone 6.750 - 642 - 10NoneNone 6.7565 - 992 - 10NoneNone 4.000 - 6411 - 99NoneNone 4.0065 - 9911 - 99

HH750 - DI (6A-3A) NoneNone 61.50DBase/Target 0 - 641 - 1NoneNone 4.9265 - 991 - 1NoneNone 6.750 - 642 - 10NoneNone 6.7565 - 992 - 10NoneNone 4.000 - 6411 - 99NoneNone 4.0065 - 9911 - 99

HH750 - Simplified Issue (2A-A) (MULTI) NoneNone 55.35DBase/Target 0 - 641 - 1NoneNone 4.9265 - 991 - 1NoneNone 6.750 - 642 - 10NoneNone 6.7565 - 992 - 10NoneNone 4.000 - 6411 - 99NoneNone 4.0065 - 9911 - 99

HH750 - Simplified Issue (2A-A) (SINGLE) NoneNone 55.35DBase/Target 0 - 641 - 1NoneNone 4.9265 - 991 - 1NoneNone 6.750 - 642 - 10NoneNone 6.7565 - 992 - 10NoneNone 4.000 - 6411 - 99NoneNone 4.0065 - 9911 - 99

HH750 - Simplified Issue (6A-3A) (MULTI) NoneNone 61.50DBase/Target 0 - 641 - 1NoneNone 4.9265 - 991 - 1NoneNone 6.750 - 642 - 10NoneNone 6.7565 - 992 - 10NoneNone 4.000 - 6411 - 99NoneNone 4.0065 - 9911 - 99

HH750 - Simplified Issue (6A-3A) (SINGLE) NoneNone 61.50DBase/Target 0 - 641 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

HH750 - Simplified Issue (6A-3A) (SINGLE) NoneNone 4.92DBase/Target 65 - 991 - 1NoneNone 6.750 - 642 - 10NoneNone 6.7565 - 992 - 10NoneNone 4.000 - 6411 - 99NoneNone 4.0065 - 9911 - 99

HH772 (KP) - 5A-3A NoneNone 61.50DBase/Target None1 - 1NoneNone 6.75None2 - 10NoneNone 4.00None11 - 99

HH789 (OE) - 2A-A NoneNone 55.35DBase/Target None1 - 1NoneNone 6.75None2 - 10NoneNone 4.00None11 - 99

HH789 (OE) - 5A-3A NoneNone 61.50DBase/Target None1 - 1NoneNone 6.75None2 - 10NoneNone 4.00None11 - 99

Base General Agent


RangeClientComp



Carrier: Principal National Life Insurance Company GA Schedule:

PlanType

PremiumType Years

10 Year Term 2020 (3/20) NoneNone 94.35T Base/Target None1 - 1NoneNone 0.25None2 - 10NoneNone 0.00None11 - 99




Guaranteed Issue Term 10 Yr (2/2020) NoneNone 60.35T Base/Target None1 - 1NoneNone 0.25None2 - 10NoneNone 0.00None11 - 99

Guaranteed Issue Term 20 Yr (2/2020) NoneNone 68.85T Base/Target None1 - 1NoneNone 0.50None2 - 10



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Guaranteed Issue Term 20 Yr (2/2020) NoneNone 0.00T Base/Target None11 - 99Principal IUL Accumulation II NoneNone 84.15UBase/Target None1 - 1


Principal IUL Accumulation II NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Principal IUL Accumulation II w/ASVR NoneNone 41.99UBase/Target None1 - 1NoneNone 11.50None2 - 4NoneNone 1.50None5 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

Principal IUL Accumulation II w/ASVR NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Principal Indexed UL Flex II NoneNone 84.15UBase/Target None1 - 1NoneNone 1.50None2 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

Principal Indexed UL Flex II NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

UL Flex III FU NoneNone 84.15UBase/Target None1 - 1NoneNone 1.50None2 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

UL Flex III FU NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

UL Flex III FU (1/2021) NoneNone 84.15UBase/Target None1 - 1NoneNone 1.50None2 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

UL Flex III FU (1/2021) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

UL Provider Edge II NoneNone 84.15UBase/Target None1 - 1NoneNone 1.50None2 - 5NoneNone 0.88None6 - 10NoneNone 0.00None11 - 99

UL Provider Edge II NoneNone 4.25UExcess None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

UL Provider Edge II NoneNone 0.00UExcess None2 - 99

General Agent


RangeClientComp


Crump Base AgentAgent Schedule: Carrier Pays Direct

Carrier: Protective Life & Annuity Insurance Company GA Schedule:

PlanType

PremiumType Years

ProPayer Income Annuity NoneNone 0.00S Base/Target None2 - 99ProPayer Income Annuity (Life w/Per.Cert.) NoneNone 2.50S Base/Target None1 - 1

NoneNone 0.00None2 - 99ProPayer Income Annuity (Pd. Cert. 10+ Yrs) NoneNone 2.50S Base/Target None1 - 1

NoneNone 0.00None2 - 99ProPayer Income Annuity (Pd. Cert. 6-9) NoneNone 2.00S Base/Target None1 - 1

NoneNone 0.00None2 - 99Prot. Classic II UL NY (12/19) NoneNone 84.15UBase/Target None1 - 1

NoneNone 5.25None2 - 2NoneNone 2.25None3 - 3NoneNone 3.25None4 - 10NoneNone 1.25None11 - 99

Prot. Classic II UL NY (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 5.25None2 - 2NoneNone 2.25None3 - 3NoneNone 3.25None4 - 10NoneNone 1.25None11 - 99

Prot.Classic Choice Term NY 10 (4/19) NoneNone 84.15T Base/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 1.25None3 - 3NoneNone 0.50None4 - 5NoneNone 0.00None6 - 10NoneNone 0.00None11 - 99


Prot.Classic Choice Term NY 20 (4/19) NoneNone 84.15T Base/Target None1 - 1



2/28/21




General Agent


RangeClientComp


Crump Base AgentAgent Schedule: Carrier Pays Direct

Carrier: Protective Life & Annuity Insurance Company GA Schedule:

PlanType

PremiumType Years

Prot.Classic Choice Term NY 20 (4/19) NoneNone 3.75T Base/Target None2 - 2NoneNone 2.50None3 - 3NoneNone 1.25None4 - 5NoneNone 0.50None6 - 10NoneNone 0.00None11 - 99


Base General Agent


RangeClientComp



Carrier: Protective Life (Brokerage) GA Schedule:

PlanType

PremiumType Years

Advantage Choice UL (10/20) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.00None2 - 10NoneNone 1.25None11 - 99

Advantage Choice UL (10/20) NoneNone 3.40UExcess None1 - 1NoneNone 2.00None2 - 10NoneNone 1.25None11 - 99

Custom Choice UL 10 (12/19) NoneNone 76.50T Base/Target None1 - 1NoneNone 0.50None2 - 5NoneNone 0.00None6 - 99

Custom Choice UL 10 (12/19) NoneNone 1.70T Excess None1 - 1NoneNone 0.00None2 - 99




Custom Choice UL 20 (12/19) NoneNone 1.70T Excess None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Custom Choice UL 20 (12/19) NoneNone 0.00T Excess None2 - 99Custom Choice UL 25 (12/19) NoneNone 93.50T Base/Target None1 - 1





FutureSaver II - 2 yr 10000 - 1000000None 1.25ABase/Target 0 - 751 - 110000 - 1000000None 0.7576 - 851 - 110000 - 1000000None 0.000 - 752 - 9910000 - 1000000None 0.0076 - 852 - 99





FutureSaver II - 7-10 yr 10000 - 1000000None 3.00ABase/Target 0 - 751 - 110000 - 1000000None 1.3876 - 851 - 110000 - 1000000None 0.000 - 752 - 9910000 - 1000000None 0.0076 - 852 - 99

Indexed Choice UL (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.00None2 - 10NoneNone 1.25None11 - 99

Indexed Choice UL (12/19) NoneNone 3.40UExcess None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Indexed Choice UL (12/19) NoneNone 0.00UExcess None2 - 99Lifetime Assurance UL NoneNone 93.50UBase/Target None1 - 1


Lifetime Assurance UL NoneNone 3.40UExcess None1 - 1NoneNone 0.00None2 - 99

Non-Par WL (Chase conv) 7/19 NoneNone 97.75P Base/Target None1 - 1NoneNone 2.63None2 - 10NoneNone 0.13None11 - 99

Non-Par WL (Liberty conv-PK) 7/19 NoneNone 106.25P Base/Target None1 - 1NoneNone 0.00None2 - 99

Non-Par WL (Untd Inv conv-UP) 7/19 NoneNone 93.50P Base/Target None1 - 1NoneNone 9.00None2 - 10NoneNone 3.25None11 - 99

Non-Par WL (conv. only) 7/19 NoneNone 93.50P Base/Target None1 - 1NoneNone 9.00None2 - 10NoneNone 3.25None11 - 99

ProClassic II UL (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 2.50None3 - 10NoneNone 1.25None11 - 99

ProClassic II UL (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic II UL (Chase Conv.) (12/19) NoneNone 97.75UBase/Target None1 - 1NoneNone 2.63None2 - 10NoneNone 0.13None11 - 99

ProClassic II UL (Chase Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.63None2 - 10NoneNone 0.13None11 - 99

ProClassic II UL (EGL Conv.) (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 2.50None3 - 10NoneNone 1.25None11 - 99

ProClassic II UL (EGL Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic II UL (MONY Conv.) (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

ProClassic II UL (MONY Conv.) (12/19) NoneNone 2.50UBase/Target None3 - 10NoneNone 1.25None11 - 99

ProClassic II UL (MONY Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic II UL (Protective Conv.) (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 2.50None3 - 10NoneNone 1.25None11 - 99

ProClassic II UL (Protective Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic II UL (United Inv.Conv.) (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 2.50None3 - 10NoneNone 1.25None11 - 99

ProClassic II UL (United Inv.Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic II UL (WCL Conv.) (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 2.50None3 - 10NoneNone 1.25None11 - 99

ProClassic II UL (WCL Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic Legacy UL (12/19) NoneNone 93.50UBase/Target None1 - 1NoneNone 2.50None2 - 2NoneNone 2.50None3 - 10NoneNone 1.25None11 - 99

ProClassic Legacy UL (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.50None2 - 10NoneNone 1.25None11 - 99

ProClassic Legacy UL (Chase Conv.) (12/19) NoneNone 97.75UBase/Target None1 - 1NoneNone 2.63None2 - 10NoneNone 0.13None11 - 99

ProClassic Legacy UL (Chase Conv.) (12/19) NoneNone 3.40UExcess None1 - 1NoneNone 2.63None2 - 10NoneNone 0.13None11 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

ProPayer Income Ann.(Life w/Pd Certain) NoneNone 2.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

ProPayer Income Ann.(Pd Certain 10+ Yrs) NoneNone 2.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

ProPayer Income Ann.(Pd Certain 6-9) NoneNone 2.00S Base/Target None1 - 1NoneNone 0.00None2 - 99

Prot Asset Builder II 10 yr Opt A NoneNone 7.00S Base/Target 0 - 751 - 1NoneNone 4.3876 - 851 - 1NoneNone 4.670 - 752 - 2NoneNone 2.9276 - 852 - 2NoneNone 2.340 - 753 - 3NoneNone 1.4676 - 853 - 3NoneNone 0.000 - 754 - 99NoneNone 0.0076 - 854 - 99

Prot Classic Choice Term 10 (1/21) NoneNone 76.50T Base/Target None1 - 1NoneNone 0.50None2 - 5NoneNone 0.00None6 - 99







Prot Executive UL NoneNone 51.00UBase/Target None1 - 1NoneNone 4.50None2 - 10NoneNone 1.25None11 - 99

Protective Income Builder - Opt A 25000 - 999999999None 4.50S Base/Target 50 - 751 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Protective Income Builder - Opt A 25000 - 999999999None 3.25S Base/Target 76 - 851 - 125000 - 999999999None 0.0050 - 752 - 9925000 - 999999999None 0.0076 - 852 - 99

Protective Income Builder - Opt B 25000 - 999999999None 2.50S Base/Target 50 - 751 - 125000 - 999999999None 1.2576 - 851 - 125000 - 999999999None 0.0050 - 752 - 9925000 - 999999999None 0.0076 - 852 - 99

Protective Secure Saver 5 yr NoneNone 2.75S Base/Target 0 - 751 - 1NoneNone 1.3876 - 801 - 1NoneNone 0.9381 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 852 - 99

Base General Agent


RangeClientComp



Carrier: Prudential Life Insurance Company GA Schedule:

PlanType

PremiumType Years

PruLife Essential UL 5/19 NoneNone 99.45UBase/Target None1 - 1NoneNone 3.00None2 - 4NoneNone 2.50None5 - 10NoneNone 0.00None11 - 99

PruLife Essential UL 5/19 NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Essential UL NY 10/19 NoneNone 84.15UBase/Target None1 - 1NoneNone 5.00None2 - 4NoneNone 3.63None5 - 10NoneNone 0.00None11 - 99

PruLife Essential UL NY 10/19 NoneNone 3.37UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Essential UL w/ECVR 5/19 (DC) NoneNone 30.60UBase/Target None1 - 1NoneNone 3.00None2 - 4



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

PruLife Essential UL w/ECVR 5/19 (DC) NoneNone 2.50UBase/Target None5 - 10NoneNone 0.00None11 - 99

PruLife Essential UL w/ECVR 5/19 (DC) NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Founders Plus UL (5/19) NoneNone 99.45UBase/Target None1 - 1NoneNone 3.00None2 - 4NoneNone 2.50None5 - 10NoneNone 0.00None11 - 99

PruLife Founders Plus UL (5/19) NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Founders Plus UL NY (2019) NoneNone 84.15UBase/Target None1 - 1NoneNone 5.00None2 - 4NoneNone 3.63None5 - 10NoneNone 0.00None11 - 99

PruLife Founders Plus UL NY (2019) NoneNone 3.37UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Founders Plus UL w/ECVR (5/19)(DC)





PruLife Founders Plus UL w/ECVR (5/19)(DC)





PruLife Index Advantage UL (2/18) NoneNone 99.45UBase/Target None1 - 1NoneNone 3.00None2 - 4



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

PruLife Index Advantage UL (2/18) NoneNone 2.50UBase/Target None5 - 10NoneNone 0.00None11 - 99

PruLife Index Advantage UL (2/18) NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Index Advantage UL (8/20) NoneNone 99.45UBase/Target None1 - 1NoneNone 3.00None2 - 4NoneNone 2.50None5 - 10NoneNone 0.00None11 - 99

PruLife Index Advantage UL (8/20) NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Index Advantage w/ECVR (2/18)(DC)





PruLife Index Advantage w/ECVR (2/18)(DC)





PruLife SUL Protector (2/21) NoneNone 93.50UBase/Target (!) None1 - 1NoneNone 3.00(!) None2 - 4NoneNone 2.50(!) None5 - 10NoneNone 0.00(!) None11 - 99

PruLife SUL Protector (2/21) NoneNone 3.74UExcess (!) None1 - 1NoneNone 1.88(!) None2 - 4NoneNone 1.75(!) None5 - 10NoneNone 0.00(!) None11 - 99

PruLife SUL Protector (8/17) NoneNone 93.50UBase/Target None1 - 1NoneNone 3.00None2 - 4



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

PruLife SUL Protector (8/17) NoneNone 2.50UBase/Target None5 - 10NoneNone 0.00None11 - 99

PruLife SUL Protector (8/17) NoneNone 3.74UExcess None1 - 1NoneNone 1.88None2 - 4NoneNone 1.75None5 - 10NoneNone 0.00None11 - 99

PruLife Survivorship IUL (1/19) NoneNone 99.45UBase/Target None1 - 1NoneNone 3.00None2 - 4NoneNone 2.50None5 - 10NoneNone 0.00None11 - 99

PruLife Survivorship IUL (1/19) NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Survivorship IUL w/ECVR (1/19) NoneNone 30.60UBase/Target None1 - 1NoneNone 3.00None2 - 4NoneNone 2.50None5 - 10NoneNone 0.00None11 - 99

PruLife Survivorship IUL w/ECVR (1/19) NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruLife Survivorship Index UL NoneNone 99.45UBase/Target None1 - 1NoneNone 3.00None2 - 4NoneNone 2.50None5 - 10NoneNone 0.00None11 - 99

PruLife Survivorship Index UL NoneNone 3.74UExcess None1 - 1NoneNone 2.25None2 - 4NoneNone 2.13None5 - 10NoneNone 0.00None11 - 99

PruTerm One (6/17) NoneNone 30.64T Base/Target None1 - 1NoneNone 0.00None2 - 99

PruTerm One (NY) 6/17 NoneNone 30.64T Base/Target None1 - 1NoneNone 0.00None2 - 99

Term Elite 10 (7/20) NoneNone 87.55T Base/Target None1 - 1NoneNone 0.25None2 - 10NoneNone 0.00None11 - 99

Term Elite 10 NY (7/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 1.01None2 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Term Elite 10 NY (7/20) NoneNone 0.34T Base/Target None3 - 10NoneNone 0.00None11 - 99


Term Elite 15 NY (7/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 2.34None2 - 2NoneNone 0.34None3 - 10NoneNone 0.00None11 - 99


Term Elite 20 NY (7/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 4.71None2 - 2NoneNone 0.34None3 - 10NoneNone 0.00None11 - 99


Term Elite 30 NY (7/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 6.50None2 - 2NoneNone 1.48None3 - 3NoneNone 0.34None4 - 10NoneNone 0.00None11 - 99

Term Essential 10 (7/20) NoneNone 87.55T Base/Target None1 - 1NoneNone 0.50None2 - 10NoneNone 0.00None11 - 99

Term Essential 10 NY (7/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 1.26None2 - 2NoneNone 0.59None3 - 10NoneNone 0.00None11 - 99



Term Essential 20 (7/20) NoneNone 99.45T Base/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Term Essential 20 (7/20) NoneNone 0.50T Base/Target None2 - 10NoneNone 0.00None11 - 99



Term Essential 30 NY (7/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 6.75None2 - 2NoneNone 1.73None3 - 3NoneNone 0.59None4 - 10NoneNone 0.00None11 - 99

Crump General Agent


RangeClientComp



Carrier: ReliaStar Annuities ** GA Schedule:

PlanType

PremiumType Years

QuintaFlex II 457 - Opt A Std NoneNone 3.33ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 3.3366 - 701 - 1NoneNone 2.6571 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II 457 - Opt A Trans NoneNone 3.33ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 2.5066 - 701 - 1NoneNone 2.1871 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II 457 - Opt B Std NoneNone 5.28ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 3.3366 - 701 - 1NoneNone 2.6571 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II 457 - Opt B Trans NoneNone 3.33ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

QuintaFlex II 457 - Opt B Trans NoneNone 2.50ABase/Target 66 - 701 - 1NoneNone 2.1871 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II 457 - Opt C NoneNone 0.00ABase/Target None1 - 1QuintaFlex II 457 - Opt D Std NoneNone 2.33ABase/Target 0 - 551 - 1

NoneNone 2.3356 - 651 - 1NoneNone 2.3366 - 701 - 1NoneNone 1.6371 - 751 - 1NoneNone 1.0876 - 991 - 1

QuintaFlex II 457 - Opt D Trans NoneNone 2.70ABase/Target 0 - 551 - 1NoneNone 2.7056 - 651 - 1NoneNone 2.0066 - 701 - 1NoneNone 1.7571 - 751 - 1NoneNone 1.2576 - 991 - 1

QuintaFlex II NQ - Opt A Std NoneNone 2.65ABase/Target 0 - 551 - 1NoneNone 2.6556 - 601 - 1NoneNone 1.1861 - 651 - 1NoneNone 1.1866 - 701 - 1NoneNone 1.1871 - 751 - 1NoneNone 0.7876 - 991 - 1

QuintaFlex II NQ - Opt A Trans NoneNone 2.65ABase/Target 0 - 551 - 1NoneNone 2.6556 - 601 - 1NoneNone 1.1861 - 651 - 1NoneNone 1.1866 - 701 - 1NoneNone 1.1871 - 751 - 1NoneNone 0.7876 - 991 - 1

QuintaFlex II NQ - Opt C NoneNone 0.00ABase/Target None1 - 1QuintaFlex II NQ - Opt D Std NoneNone 2.18ABase/Target 0 - 551 - 1

NoneNone 2.1856 - 601 - 1NoneNone 0.9861 - 651 - 1NoneNone 0.9866 - 701 - 1NoneNone 0.9871 - 751 - 1NoneNone 0.4876 - 991 - 1

QuintaFlex II NQ - Opt D Trans NoneNone 2.18ABase/Target 0 - 551 - 1NoneNone 2.1856 - 601 - 1NoneNone 0.9861 - 651 - 1NoneNone 0.9866 - 701 - 1NoneNone 0.9871 - 751 - 1NoneNone 0.4876 - 991 - 1



2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years

QuintaFlex II TSA, 403b, IRA - Opt A Std NoneNone 3.33ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 3.3366 - 701 - 1NoneNone 2.6571 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II TSA, 403b, IRA - Opt A Trans NoneNone 3.33ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 2.5066 - 701 - 1NoneNone 2.1871 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II TSA, 403b, IRA - Opt B Std NoneNone 5.28ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 3.3366 - 701 - 1NoneNone 2.6571 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II TSA, 403b, IRA - Opt B Trans NoneNone 3.33ABase/Target 0 - 551 - 1NoneNone 3.3356 - 651 - 1NoneNone 2.5066 - 701 - 1NoneNone 2.1871 - 751 - 1NoneNone 1.6576 - 991 - 1

QuintaFlex II TSA, 403b, IRA - Opt C NoneNone 0.00ABase/Target None1 - 1QuintaFlex II TSA, 403b, IRA - Opt D Std NoneNone 2.33ABase/Target 0 - 551 - 1

NoneNone 2.3356 - 651 - 1NoneNone 2.3366 - 701 - 1NoneNone 1.6371 - 751 - 1NoneNone 1.0876 - 991 - 1

QuintaFlex II TSA, 403b, IRA - Opt D Trans NoneNone 2.70ABase/Target 0 - 551 - 1NoneNone 2.7056 - 651 - 1NoneNone 2.0066 - 701 - 1NoneNone 1.7571 - 751 - 1NoneNone 1.2576 - 991 - 1

Voya MVA Ann - NQ (Gte 1) 0 - 500000None 0.53S Base/Target 0 - 751 - 10 - 500000None 0.2776 - 801 - 10 - 500000None 0.000 - 752 - 990 - 500000None 0.0076 - 802 - 99




2/28/21




Crump General Agent


RangeClientComp




PlanType

PremiumType Years








Base General Agent


RangeClientComp



Carrier: Security Mutual Life Insurance Company of New York GA Schedule:

PlanType

PremiumType Years

Customized FlexUL (12/19) NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.38None3 - 10



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Customized FlexUL (12/19) NoneNone 1.25UBase/Target None11 - 99Customized FlexUL (12/19) NoneNone 5.10UExcess None1 - 1

NoneNone 0.00None2 - 99FPA (Q) NoneNone 4.50ABase/Target 0 - 801 - 1LT Security Plus 2 - 10 yr (1/20) NoneNone 84.15T Base/Target None1 - 1LT Security Plus 2 - 15 yr (1/20) NoneNone 84.15T Base/Target None1 - 1


LT Security Plus 2 - 20 yr (1/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 1.38None2 - 10NoneNone 1.25None11 - 99

LT Security Plus 2 - 30 yr (1/20) NoneNone 84.15T Base/Target None1 - 1NoneNone 1.38None2 - 10NoneNone 1.25None11 - 99

SPDA - 5 Yr Surrender (WA) 0 - 1000000None 0.75S Base/Target 0 - 801 - 10 - 1000000None 0.000 - 802 - 99

SPDA - 7 Yr Surrender (FL) 0 - 1000000None 3.50S Base/Target 0 - 751 - 10 - 1000000None 2.5076 - 851 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 852 - 99

SPDA - 7 Yr Surrender (NJ) 0 - 1000000None 3.50S Base/Target 0 - 751 - 10 - 1000000None 2.5076 - 851 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 852 - 99

SPDA 1-Yr. 0 - 1000000None 3.50S Base/Target 0 - 751 - 10 - 1000000None 2.5076 - 851 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 852 - 99

SPDA 3-Yr. 0 - 1000000None 3.50S Base/Target 0 - 751 - 10 - 1000000None 2.5076 - 851 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 852 - 99

SPDA-5&5 0 - 1000000None 2.50S Base/Target 0 - 751 - 10 - 1000000None 1.5076 - 851 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 852 - 99

Security Access SPIA 0 - 1000000None 3.50S Base/Target 0 - 851 - 10 - 1000000None 0.000 - 852 - 99

Security Designer WL4U2 10 Pay None100000 - 999999999 45.05P Base/Target 18 - 801 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Security Designer WL4U2 10 Pay None100000 - 999999999 8.00P Base/Target 18 - 802 - 2None100000 - 999999999 4.7518 - 803 - 5None100000 - 999999999 4.7518 - 806 - 10None100000 - 999999999 0.0018 - 8011 - 99

Security Designer WL4U2 LP100 NoneNone 84.15P Base/Target 0 - 851 - 1NoneNone 14.250 - 852 - 2NoneNone 8.130 - 853 - 3NoneNone 8.130 - 854 - 4NoneNone 2.250 - 855 - 10NoneNone 2.250 - 8511 - 15NoneNone 1.250 - 8516 - 99

Security Designer WL4U2 LP121 None100000 - 999999999 84.15P Base/Target 18 - 801 - 1None100000 - 999999999 14.2518 - 802 - 2None100000 - 999999999 8.1318 - 803 - 3None100000 - 999999999 8.1318 - 804 - 4None100000 - 999999999 2.2518 - 805 - 10None100000 - 999999999 2.2518 - 8011 - 15None100000 - 999999999 1.2518 - 8016 - 99

Security Designer WL4U2 LP65 None100000 - 999999999 84.15P Base/Target 18 - 401 - 1None100000 - 999999999 82.4541 - 411 - 1None100000 - 999999999 80.7542 - 421 - 1None100000 - 999999999 79.0543 - 431 - 1None100000 - 999999999 77.3544 - 441 - 1None100000 - 999999999 76.5045 - 451 - 1None100000 - 999999999 73.9546 - 461 - 1None100000 - 999999999 71.4047 - 471 - 1None100000 - 999999999 68.8548 - 481 - 1None100000 - 999999999 66.3049 - 491 - 1None100000 - 999999999 63.7550 - 501 - 1None100000 - 999999999 60.3551 - 511 - 1None100000 - 999999999 56.9552 - 521 - 1None100000 - 999999999 53.5553 - 531 - 1None100000 - 999999999 50.1554 - 541 - 1None100000 - 999999999 11.7518 - 402 - 2None100000 - 999999999 11.7541 - 412 - 2None100000 - 999999999 11.7542 - 422 - 2None100000 - 999999999 11.7543 - 432 - 2None100000 - 999999999 11.7544 - 442 - 2None100000 - 999999999 11.7545 - 452 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Security Designer WL4U2 LP65 None100000 - 999999999 11.75P Base/Target 46 - 462 - 2None100000 - 999999999 11.7547 - 472 - 2None100000 - 999999999 11.7548 - 482 - 2None100000 - 999999999 11.7549 - 492 - 2None100000 - 999999999 11.7550 - 502 - 2None100000 - 999999999 11.7551 - 512 - 2None100000 - 999999999 11.7552 - 522 - 2None100000 - 999999999 11.7553 - 532 - 2None100000 - 999999999 11.7554 - 542 - 2None100000 - 999999999 4.7518 - 403 - 3None100000 - 999999999 4.7541 - 413 - 3None100000 - 999999999 4.7542 - 423 - 3None100000 - 999999999 4.7543 - 433 - 3None100000 - 999999999 4.7544 - 443 - 3None100000 - 999999999 4.7545 - 453 - 3None100000 - 999999999 4.7546 - 463 - 3None100000 - 999999999 4.7547 - 473 - 3None100000 - 999999999 4.7548 - 483 - 3None100000 - 999999999 4.7549 - 493 - 3None100000 - 999999999 4.7550 - 503 - 3None100000 - 999999999 4.7551 - 513 - 3None100000 - 999999999 4.7552 - 523 - 3None100000 - 999999999 4.7553 - 533 - 3None100000 - 999999999 4.7554 - 543 - 3None100000 - 999999999 4.5018 - 404 - 10None100000 - 999999999 4.5041 - 414 - 10None100000 - 999999999 4.5042 - 424 - 10None100000 - 999999999 4.5043 - 434 - 10None100000 - 999999999 4.5044 - 444 - 10None100000 - 999999999 4.5045 - 454 - 10None100000 - 999999999 4.5046 - 464 - 10None100000 - 999999999 4.5047 - 474 - 10None100000 - 999999999 4.5048 - 484 - 10None100000 - 999999999 4.5049 - 494 - 10None100000 - 999999999 4.5050 - 504 - 10None100000 - 999999999 4.5051 - 514 - 10None100000 - 999999999 4.5052 - 524 - 10None100000 - 999999999 4.5053 - 534 - 10None100000 - 999999999 4.5054 - 544 - 10



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Security Designer WL4U2 LP65 None100000 - 999999999 1.25P Base/Target 18 - 4011 - 99None100000 - 999999999 1.2541 - 4111 - 99None100000 - 999999999 1.2542 - 4211 - 99None100000 - 999999999 1.2543 - 4311 - 99None100000 - 999999999 1.2544 - 4411 - 99None100000 - 999999999 1.2545 - 4511 - 99None100000 - 999999999 1.2546 - 4611 - 99None100000 - 999999999 1.2547 - 4711 - 99None100000 - 999999999 1.2548 - 4811 - 99None100000 - 999999999 1.2549 - 4911 - 99None100000 - 999999999 1.2550 - 5011 - 99None100000 - 999999999 1.2551 - 5111 - 99None100000 - 999999999 1.2552 - 5211 - 99None100000 - 999999999 1.2553 - 5311 - 99None100000 - 999999999 1.2554 - 5411 - 99

WL4U Unisex NoneNone 84.15P Base/Target None1 - 1NoneNone 11.00None2 - 2NoneNone 8.00None3 - 4NoneNone 4.50None5 - 10NoneNone 2.50None11 - 15NoneNone 1.25None16 - 99

General Agent


RangeClientComp



Carrier: State Life Insurance Company (OneAmerica) GA Schedule:

PlanType

PremiumType Years

Annuity Care - LTC (4/17) NoneNone 5.50S Base/Target 50 - 751 - 1NoneNone 3.5076 - 851 - 1NoneNone 2.1386 - 861 - 1NoneNone 2.0087 - 871 - 1NoneNone 0.0050 - 752 - 99NoneNone 0.0076 - 852 - 99

Annuity Care II - LTC (4/17) NoneNone 7.75S Base/Target 40 - 801 - 1NoneNone 0.0040 - 802 - 99

Annuity Care III - LTC (4/17) NoneNone 7.75S Base/Target 40 - 771 - 1NoneNone 0.0040 - 772 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Asset Care - 10 Pay NoneNone 52.50CBase/Target 35 - 801 - 1NoneNone 3.0035 - 802 - 10NoneNone 0.0035 - 8011 - 99

Asset Care - 10 Pay NoneNone 9.00CExcess None1 - 1NoneNone 0.00None2 - 99





Asset Care - Pay To 95 NoneNone 105.00CBase/Target 35 - 801 - 1NoneNone 3.0035 - 802 - 10NoneNone 0.0035 - 8011 - 99

Asset Care - Pay To 95 NoneNone 9.00CExcess None1 - 1NoneNone 0.00None2 - 99

Asset Care - Single Premium NoneNone 9.00CBase/Target 35 - 801 - 1NoneNone 0.0035 - 802 - 99

Asset Care - Single Premium w/ROP NoneNone 9.00CBase/Target 35 - 801 - 1NoneNone 0.0035 - 802 - 99

Asset Care SP/COB - 10 Pay NoneNone 9.00CBase/Target None1 - 1NoneNone 0.00None2 - 99

Asset Care SP/COB - 10 Pay NoneNone 52.50CExcess None1 - 1NoneNone 3.00None2 - 10NoneNone 0.00None11 - 99







2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Asset Care SP/COB - Pay To 95 NoneNone 9.00CBase/Target None1 - 1NoneNone 0.00None2 - 99

Asset Care SP/COB - Pay To 95 NoneNone 105.00CExcess None1 - 1NoneNone 3.00None2 - 10NoneNone 0.00None11 - 99

Asset Care Single Prem Annuity Funding WL NoneNone 72.50CBase/Target 59 - 801 - 1NoneNone 0.0059 - 802 - 99

Asset-Care I NoneNone 9.00CBase/Target None1 - 1NoneNone 0.00None2 - 99

Asset-Care II - NQ (4/17) NoneNone 7.50CBase/Target None1 - 1NoneNone 0.00None2 - 99

Asset-Care III - Q (4/17) NoneNone 7.50CBase/Target None1 - 1NoneNone 0.00None2 - 99

Asset-Care IV - 10-12 Pay (1 Life) NoneNone 57.50CBase/Target None1 - 1NoneNone 3.00None2 - 12NoneNone 0.00None13 - 99

Asset-Care IV - 10-12 Pay (Joint) NoneNone 57.50CBase/Target None1 - 1NoneNone 3.00None2 - 12NoneNone 0.00None13 - 99





Asset-Care IV - WL (1 Life) NoneNone 95.00CBase/Target None1 - 1NoneNone 3.00None2 - 99

Asset-Care IV - WL (Joint) NoneNone 95.00CBase/Target None1 - 1NoneNone 3.00None2 - 99

Asset-Care Inflation Rider (Annuity) ** NoneNone 9.25S Base/Target None1 - 1Asset-Care Inflation Rider (LTC) ** NoneNone 9.25CBase/Target None1 - 1Immediate Care SPIA (5-6 yrs) (4/17) 10000 - 500000None 1.45S Base/Target 50 - 901 - 1

10000 - 500000None 0.0050 - 902 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Immediate Care SPIA (7-8 yrs) (4/17) 10000 - 500000None 2.05S Base/Target 50 - 901 - 110000 - 500000None 0.0050 - 902 - 99

Immediate Care SPIA (9-20 yrs) (4/17) 10000 - 500000None 3.15S Base/Target 50 - 901 - 110000 - 500000None 0.0050 - 902 - 99

Immediate Care SPIA - Life Contingent (4/17) 10000 - 500000None 3.75S Base/Target 50 - 901 - 110000 - 500000None 0.0050 - 902 - 99

Indexed Annuity Care (4/17) 50000 - 500000None 7.25S Base/Target 40 - 751 - 150000 - 500000None 5.7576 - 851 - 150000 - 500000None 0.0040 - 752 - 9950000 - 500000None 0.0076 - 852 - 99

Legacy Care (10/15) NoneNone 1.75S Base/Target None1 - 1NoneNone 0.00None2 - 99

Plus Rider/Asset & Ann. Care/Rep Pay (Ann)**

NoneNone 20.50S Base/Target None1 - 1



Plus Rider/Asset & Ann. Care/Rep Pay (LTC)**

NoneNone 20.50CBase/Target None1 - 1



Plus Rider/Asset & Ann. Care/SP (Ann) ** NoneNone 9.25S Base/Target None1 - 1NoneNone 0.00None2 - 99

Plus Rider/Asset & Ann. Care/SP (LTC) ** NoneNone 9.25CBase/Target None1 - 1NoneNone 0.00None2 - 99

Base General Agent


RangeClientComp



Carrier: Symetra Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Advantage Income - Per.Cert.<10 Yrs 0 - 1000000None 3.13S Base/Target 0 - 901 - 10 - 1000000None 0.000 - 902 - 99

Advantage Income - Per.Cert.>/=10 Yrs 0 - 1000000None 4.00S Base/Target 0 - 901 - 10 - 1000000None 0.000 - 902 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Advantage Income-Life/Life w/P.Cert. 0 - 1000000None 4.00S Base/Target 0 - 901 - 10 - 1000000None 0.000 - 902 - 99

Custom 5 0 - 1000000None 2.25S Base/Target 0 - 751 - 10 - 1000000None 1.5076 - 851 - 10 - 1000000None 1.2586 - 901 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 852 - 990 - 1000000None 0.0086 - 902 - 99

Custom 7 10000 - 1000000None 4.38S Base/Target 0 - 751 - 110000 - 1000000None 2.6376 - 851 - 110000 - 1000000None 1.3886 - 901 - 110000 - 1000000None 0.000 - 752 - 9910000 - 1000000None 0.0076 - 852 - 9910000 - 1000000None 0.0086 - 902 - 99

Edge Plus 5 NoneNone 4.70S Base/Target 0 - 751 - 1NoneNone 3.0376 - 801 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99

Edge Plus 7 NoneNone 6.43S Base/Target 0 - 751 - 1NoneNone 4.1576 - 801 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99

Edge Premier NoneNone 8.25S Base/Target 0 - 751 - 1NoneNone 4.9576 - 801 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99

Freedom Income 10000 - 1000000None 5.25S Base/Target 0 - 901 - 110000 - 1000000None 0.000 - 902 - 99

Income Builder 20000 - 1000000None 4.25S Base/Target 0 - 901 - 120000 - 1000000None 0.000 - 902 - 99

Income Edge NoneNone 7.00S Base/Target 50 - 751 - 1NoneNone 5.8876 - 851 - 1NoneNone 0.0050 - 752 - 99NoneNone 0.0076 - 852 - 99

Select 5 NoneNone 2.75S Base/Target 0 - 751 - 1NoneNone 2.0076 - 851 - 1NoneNone 1.2586 - 901 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 852 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Select 5 NoneNone 0.00S Base/Target 86 - 902 - 99Select 7 NoneNone 3.63S Base/Target 0 - 751 - 1


Symetra Accumulator IUL (10/19) NoneNone 114.75UBase/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99

Symetra Accumulator IUL (10/19) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Symetra Accumulator IUL w/SVER (10/19)(DC)




Symetra Accumulator IUL w/SVER (10/19)(DC)



Symetra CAUL (1/2020) NoneNone 102.00UBase/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99

Symetra CAUL (1/2020) NoneNone 1.70UExcess None1 - 1NoneNone 0.00None2 - 99

Symetra Edge Pro 5 Yr. 10000 - 1000000None 3.75S Base/Target 0 - 751 - 110000 - 1000000None 2.2576 - 851 - 110000 - 1000000None 0.000 - 752 - 9910000 - 1000000None 0.0076 - 852 - 99

Symetra Edge Pro 7 Yr. 10000 - 1000000None 4.75S Base/Target 0 - 751 - 110000 - 1000000None 2.7576 - 851 - 110000 - 1000000None 0.000 - 752 - 9910000 - 1000000None 0.0076 - 852 - 99

Symetra Level Term - 10 Yr (3/2020) NoneNone 93.50T Base/Target None1 - 1NoneNone 0.00None2 - 99




2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years



Symetra Protector IUL NoneNone 106.25UBase/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99

Symetra Protector IUL NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Symetra Protector IUL w/SVER (DC) NoneNone 26.22UBase/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99

Symetra Protector IUL w/SVER (DC) NoneNone 4.25UExcess None1 - 1NoneNone 0.00None2 - 99

Symetra Stride 0 - 1000000None 8.25S Base/Target 0 - 751 - 10 - 1000000None 5.2576 - 801 - 10 - 1000000None 0.000 - 752 - 990 - 1000000None 0.0076 - 802 - 99

General Agent


RangeClientComp



Carrier: The Standard GA Schedule:

PlanType

PremiumType Years

Business Equity ProCO,FL,IN,MI,NJ,PA,VT,VA





Business Equity Protector NoneNone 60.56DBase/Target None1 - 1NoneNone 7.00None2 - 4NoneNone 6.63None5 - 10NoneNone 0.25None11 - 99

Business Overhead Protector FL,IN,MI,NJ NoneNone 58.25DBase/Target None1 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Business Overhead Protector FL,IN,MI,NJ NoneNone 6.68DBase/Target None2 - 4NoneNone 6.34None5 - 10NoneNone 0.23None11 - 99

Focused Growth Annuity 10 0 - 1000000None 3.38S Base/Target 0 - 801 - 10 - 1000000None 0.000 - 802 - 99

Focused Growth Annuity 3 0 - 1000000None 1.68S Base/Target 0 - 801 - 10 - 1000000None 0.8081 - 851 - 10 - 1000000None 0.5386 - 901 - 10 - 1000000None 0.000 - 802 - 990 - 1000000None 0.0081 - 852 - 990 - 1000000None 0.0086 - 902 - 99

Focused Growth Annuity 3 (age 91+) 0 - 1000000None 0.53S Base/Target 91 - 931 - 10 - 1000000None 0.0091 - 932 - 99


Focused Growth Annuity 5 (age 91+) 0 - 1000000None 0.84S Base/Target 91 - 931 - 10 - 1000000None 0.0091 - 932 - 99


ISA 10 Option A 0 - 1000000None 5.50S Base/Target 0 - 801 - 10 - 1000000None 0.000 - 802 - 99

ISA 10 Option B 0 - 1000000None 3.00S Base/Target 0 - 801 - 10 - 1000000None 0.000 - 802 - 99

ISA 10 Option C 0 - 1000000None 1.50S Base/Target 0 - 801 - 10 - 1000000None 0.000 - 802 - 99

ISA 5 Option A 0 - 1000000None 3.50S Base/Target 0 - 801 - 10 - 1000000None 1.7581 - 851 - 10 - 1000000None 1.4586 - 901 - 1

ISA 5 Option A (age 91+) 0 - 1000000None 1.45S Base/Target 91 - 931 - 10 - 1000000None 0.0091 - 932 - 99

ISA 5 Option B 0 - 1000000None 2.25S Base/Target 0 - 801 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

ISA 5 Option B 0 - 1000000None 1.25S Base/Target 81 - 851 - 10 - 1000000None 0.6086 - 901 - 10 - 1000000None 0.6091 - 931 - 10 - 1000000None 0.000 - 802 - 990 - 1000000None 0.0081 - 852 - 990 - 1000000None 0.0086 - 902 - 990 - 1000000None 0.0091 - 932 - 99

ISA 5 Option B (age 91+) 0 - 1000000None 0.60S Base/Target 91 - 931 - 10 - 1000000None 0.0091 - 932 - 99

ISA 5 Option C 0 - 1000000None 1.50S Base/Target 0 - 801 - 10 - 1000000None 0.000 - 802 - 99

ISA 7 Option A 0 - 1000000None 4.50S Base/Target 0 - 801 - 10 - 1000000None 2.2581 - 851 - 10 - 1000000None 1.5586 - 901 - 10 - 1000000None 0.000 - 802 - 990 - 1000000None 0.0081 - 852 - 990 - 1000000None 0.0086 - 902 - 99

Plat.Advantage (FU-Gtd Ren Only) NoneNone 58.13DBase/Target 0 - 601 - 1NoneNone 52.3161 - 611 - 1NoneNone 40.6962 - 621 - 1NoneNone 29.0663 - 631 - 1NoneNone 17.4464 - 641 - 1NoneNone 14.5365 - 991 - 1NoneNone 8.000 - 602 - 4NoneNone 7.2061 - 612 - 4NoneNone 5.6062 - 622 - 4NoneNone 4.0063 - 632 - 4NoneNone 2.4064 - 642 - 4NoneNone 2.0065 - 992 - 4NoneNone 7.750 - 605 - 10NoneNone 6.9861 - 615 - 10NoneNone 5.4362 - 625 - 10NoneNone 3.8863 - 635 - 10NoneNone 2.3364 - 645 - 10NoneNone 1.9465 - 995 - 10NoneNone 1.750 - 6011 - 99NoneNone 1.5861 - 6111 - 99NoneNone 1.2362 - 6211 - 99NoneNone 0.8863 - 6311 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Plat.Advantage (FU-Gtd Ren Only) NoneNone 0.53DBase/Target 64 - 6411 - 99NoneNone 0.4465 - 9911 - 99

Plat.Advantage (FU-NonCan/Gtd Ren) NoneNone 63.13DBase/Target 0 - 601 - 1NoneNone 56.8161 - 611 - 1NoneNone 44.1962 - 621 - 1NoneNone 31.5663 - 631 - 1NoneNone 18.9464 - 641 - 1NoneNone 15.7865 - 991 - 1NoneNone 8.250 - 602 - 4NoneNone 7.4361 - 612 - 4NoneNone 5.7862 - 622 - 4NoneNone 4.1363 - 632 - 4NoneNone 2.4864 - 642 - 4NoneNone 2.0665 - 992 - 4NoneNone 8.000 - 605 - 10NoneNone 7.2061 - 615 - 10NoneNone 5.6062 - 625 - 10NoneNone 4.0063 - 635 - 10NoneNone 2.4064 - 645 - 10NoneNone 2.0065 - 995 - 10NoneNone 1.750 - 6011 - 99NoneNone 1.5861 - 6111 - 99NoneNone 1.2362 - 6211 - 99NoneNone 0.8863 - 6311 - 99NoneNone 0.5364 - 6411 - 99NoneNone 0.4465 - 9911 - 99

Plat.Advantage (GME-Gtd Ren Only) NoneNone 56.25DBase/Target 0 - 601 - 1NoneNone 50.6361 - 611 - 1NoneNone 39.3862 - 621 - 1NoneNone 28.1363 - 631 - 1NoneNone 16.8864 - 641 - 1NoneNone 14.0665 - 991 - 1NoneNone 8.000 - 602 - 4NoneNone 7.2061 - 612 - 4NoneNone 5.6062 - 622 - 4NoneNone 4.0063 - 632 - 4NoneNone 2.4064 - 642 - 4NoneNone 2.0065 - 992 - 4NoneNone 7.750 - 605 - 10



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Plat.Advantage (GME-Gtd Ren Only) NoneNone 6.98DBase/Target 61 - 615 - 10NoneNone 5.4362 - 625 - 10NoneNone 3.8863 - 635 - 10NoneNone 2.3364 - 645 - 10NoneNone 1.9465 - 995 - 10NoneNone 1.500 - 6011 - 99NoneNone 1.3561 - 6111 - 99NoneNone 1.0562 - 6211 - 99NoneNone 0.7563 - 6311 - 99NoneNone 0.4564 - 6411 - 99NoneNone 0.3865 - 9911 - 99

Plat.Advantage (GME-NonCan/Gtd Ren) NoneNone 61.25DBase/Target 0 - 601 - 1NoneNone 55.1361 - 611 - 1NoneNone 42.8862 - 621 - 1NoneNone 30.6363 - 631 - 1NoneNone 18.3864 - 641 - 1NoneNone 15.3165 - 991 - 1NoneNone 8.250 - 602 - 4NoneNone 7.4361 - 612 - 4NoneNone 5.7862 - 622 - 4NoneNone 4.1363 - 632 - 4NoneNone 2.4864 - 642 - 4NoneNone 2.0665 - 992 - 4NoneNone 8.000 - 605 - 10NoneNone 7.2061 - 615 - 10NoneNone 5.6062 - 625 - 10NoneNone 4.0063 - 635 - 10NoneNone 2.4064 - 645 - 10NoneNone 2.0065 - 995 - 10NoneNone 1.500 - 6011 - 99NoneNone 1.3561 - 6111 - 99NoneNone 1.0562 - 6211 - 99NoneNone 0.7563 - 6311 - 99NoneNone 0.4564 - 6411 - 99NoneNone 0.3865 - 9911 - 99

Plat.Advantage (M&V GSI/Gtd Ren Only) NoneNone 46.25DBase/Target 0 - 601 - 1NoneNone 41.6361 - 611 - 1NoneNone 32.3862 - 621 - 1NoneNone 23.1363 - 631 - 1



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Plat.Advantage (M&V GSI/Gtd Ren Only) NoneNone 13.88DBase/Target 64 - 641 - 1NoneNone 11.5665 - 991 - 1NoneNone 8.000 - 602 - 4NoneNone 7.2061 - 612 - 4NoneNone 5.6062 - 622 - 4NoneNone 4.0063 - 632 - 4NoneNone 2.4064 - 642 - 4NoneNone 2.0065 - 992 - 4NoneNone 7.750 - 605 - 10NoneNone 6.9861 - 615 - 10NoneNone 5.4362 - 625 - 10NoneNone 3.8863 - 635 - 10NoneNone 2.3364 - 645 - 10NoneNone 1.9465 - 995 - 10NoneNone 1.750 - 6011 - 99NoneNone 1.5861 - 6111 - 99NoneNone 1.2362 - 6211 - 99NoneNone 0.8863 - 6311 - 99NoneNone 0.5364 - 6411 - 99NoneNone 0.4465 - 9911 - 99

Plat.Advantage (M&V GSI/NC&Gtd Ren) NoneNone 51.25DBase/Target 0 - 601 - 1NoneNone 46.1361 - 611 - 1NoneNone 35.8862 - 621 - 1NoneNone 25.6363 - 631 - 1NoneNone 15.3864 - 641 - 1NoneNone 12.8165 - 991 - 1NoneNone 8.250 - 602 - 4NoneNone 7.4361 - 612 - 4NoneNone 5.7862 - 622 - 4NoneNone 4.1363 - 632 - 4NoneNone 2.4864 - 642 - 4NoneNone 2.0665 - 992 - 4NoneNone 8.000 - 605 - 10NoneNone 7.2061 - 615 - 10NoneNone 5.6062 - 625 - 10NoneNone 4.0063 - 635 - 10NoneNone 2.4064 - 645 - 10NoneNone 2.0065 - 995 - 10NoneNone 1.750 - 6011 - 99



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Plat.Advantage (M&V GSI/NC&Gtd Ren) NoneNone 1.58DBase/Target 61 - 6111 - 99NoneNone 1.2362 - 6211 - 99NoneNone 0.8863 - 6311 - 99NoneNone 0.5364 - 6411 - 99NoneNone 0.4465 - 9911 - 99

Plat.Advantage (M-GSI) NoneNone 51.25DBase/Target 0 - 601 - 1NoneNone 46.1361 - 611 - 1NoneNone 35.8862 - 621 - 1NoneNone 25.6363 - 631 - 1NoneNone 15.3864 - 641 - 1NoneNone 12.8165 - 991 - 1NoneNone 8.250 - 602 - 4NoneNone 7.4361 - 612 - 4NoneNone 5.7862 - 622 - 4NoneNone 4.1363 - 632 - 4NoneNone 2.4864 - 642 - 4NoneNone 2.0665 - 992 - 4NoneNone 8.000 - 605 - 10NoneNone 7.2061 - 615 - 10NoneNone 5.7562 - 625 - 10NoneNone 4.0063 - 635 - 10NoneNone 2.4064 - 645 - 10NoneNone 2.0065 - 995 - 10NoneNone 1.750 - 6011 - 99NoneNone 1.5861 - 6111 - 99NoneNone 1.2362 - 6211 - 99NoneNone 0.8863 - 6311 - 99NoneNone 0.5364 - 6411 - 99NoneNone 0.4465 - 9911 - 99

Plat.Advantage (V-GSI) NoneNone 51.25DBase/Target 0 - 601 - 1NoneNone 46.1361 - 611 - 1NoneNone 35.8862 - 621 - 1NoneNone 25.6363 - 631 - 1NoneNone 15.3864 - 641 - 1NoneNone 12.8165 - 991 - 1NoneNone 8.250 - 602 - 4NoneNone 7.4361 - 612 - 4NoneNone 5.7862 - 622 - 4NoneNone 4.1363 - 632 - 4



2/28/21




General Agent


RangeClientComp




PlanType

PremiumType Years

Plat.Advantage (V-GSI) NoneNone 2.48DBase/Target 64 - 642 - 4NoneNone 2.0665 - 992 - 4NoneNone 8.000 - 605 - 10NoneNone 7.2061 - 615 - 10NoneNone 5.7562 - 625 - 10NoneNone 4.0063 - 635 - 10NoneNone 2.4064 - 645 - 10NoneNone 2.0065 - 995 - 10NoneNone 1.750 - 6011 - 99NoneNone 1.5861 - 6111 - 99NoneNone 1.2362 - 6211 - 99NoneNone 0.8863 - 6311 - 99NoneNone 0.5364 - 6411 - 99NoneNone 0.4465 - 9911 - 99

Stable Income Annuity (5-6 Yrs) 0 - 1000000None 2.50S Base/Target 0 - 901 - 10 - 1000000None 0.000 - 902 - 99

Stable Income Annuity (7 Yrs & Longer) 0 - 1000000None 3.50S Base/Target 0 - 901 - 10 - 1000000None 0.000 - 902 - 99

Tailored Income Annuity (3-5 Yrs) 0 - 1000000None 0.00S Base/Target 0 - 901 - 10 - 1000000None 0.000 - 902 - 99

Tailored Income Annuity (5-6 Yrs) 0 - 1000000None 2.18S Base/Target None1 - 10 - 1000000None 0.00None2 - 99

Tailored Income Annuity (7 Yrs & Longer) 0 - 1000000None 3.18S Base/Target None1 - 10 - 1000000None 0.00None2 - 99

Crump General Agent - Heaped


RangeClientComp



Carrier: Transamerica Life Insurance Company GA Schedule:

PlanType

PremiumType Years

10 Pay Solution (Final Exp.)(12/19) NoneNone 90.20P Base/Target None1 - 1NoneNone 1.25None2 - 10NoneNone 0.00None11 - 99

Easy Solution (Final Exp.)(12/19) NoneNone 90.20P Base/Target None1 - 1NoneNone 6.25None2 - 10NoneNone 2.38None11 - 99

Financial Foundation IUL NoneNone 90.20UBase/Target 0 - 851 - 1



2/28/21




Crump General Agent - Heaped


RangeClientComp



Carrier: Transamerica Life Insurance Company GA Schedule:

PlanType

PremiumType Years

Financial Foundation IUL NoneNone 3.88UBase/Target 0 - 852 - 10NoneNone 0.000 - 8511 - 99

Financial Foundation IUL NoneNone 4.51UExcess 0 - 851 - 1NoneNone 3.880 - 852 - 10NoneNone 0.000 - 8511 - 99

Immediate Solution (Final Exp.)(12/19) NoneNone 90.20P Base/Target None1 - 1NoneNone 6.25None2 - 5NoneNone 5.00None6 - 10NoneNone 2.00None11 - 99

Trans Lifetime WL ($100k+ face) None100000 - 999999999 98.40P Base/Target None1 - 1None100000 - 999999999 3.55None2 - 99

Trans Lifetime WL ($25-$99k face) None25000 - 99999 98.40P Base/Target None1 - 1None25000 - 99999 3.55None2 - 99

Trendsetter LB 10 (5/17) NoneNone 82.00T Base/Target None1 - 1NoneNone 0.00None2 - 99





Trendsetter Super 10 (11/19) NoneNone 86.10T Base/Target None1 - 1NoneNone 0.00None2 - 99







2/28/21




LTC General Agent


RangeClientComp



Carrier: Transamerica Life Insurance Company/LTC GA Schedule:

PlanType

PremiumType Years

TCII 2012 CT Partnership NoneNone 85.00CBase/Target 18 - 691 - 1NoneNone 70.0070 - 791 - 1NoneNone 7.2518 - 692 - 10NoneNone 7.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012 IN Partnership NoneNone 85.00CBase/Target 18 - 691 - 1NoneNone 70.0070 - 791 - 1NoneNone 7.2518 - 692 - 10NoneNone 7.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-Multi Lf Assoc (DE) NoneNone 30.00CBase/Target 18 - 791 - 1NoneNone 13.5018 - 792 - 10NoneNone 1.9018 - 7911 - 99

TCII 2012-Multi Lf Assoc (MI) NoneNone 80.00CBase/Target 18 - 641 - 1NoneNone 28.0065 - 791 - 1NoneNone 27.3065 - 792 - 3NoneNone 6.2518 - 642 - 10NoneNone 8.7065 - 794 - 10NoneNone 1.9018 - 6411 - 99NoneNone 1.9065 - 7911 - 99

TCII 2012-Multi Lf Assoc (PA) NoneNone 75.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-Multi Lf Assoc (XX) NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLf Assoc - CT Part. NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99



2/28/21




LTC General Agent


RangeClientComp




PlanType

PremiumType Years

TCII 2012-MultiLf Assoc - CT Part. NoneNone 1.90CBase/Target 70 - 7911 - 99TCII 2012-MultiLf Assoc - IN Part. NoneNone 80.00CBase/Target 18 - 691 - 1


TCII 2012-MultiLf-EPA/CO- CT Part. NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLf-EPA/CO- IN Part. NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLife-EPA/CO-(DE) NoneNone 30.00CBase/Target 18 - 791 - 1NoneNone 13.5018 - 792 - 10NoneNone 1.9018 - 7911 - 99

TCII 2012-MultiLife-EPA/CO-(MI) NoneNone 80.00CBase/Target 18 - 641 - 1NoneNone 28.0065 - 791 - 1NoneNone 27.3065 - 792 - 3NoneNone 6.2518 - 642 - 10NoneNone 8.7065 - 794 - 10NoneNone 1.9018 - 6411 - 99NoneNone 1.9065 - 7911 - 99

TCII 2012-MultiLife-EPA/CO-(PA) NoneNone 75.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLife-EPA/CO-(XX) NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10



2/28/21




LTC General Agent


RangeClientComp




PlanType

PremiumType Years

TCII 2012-MultiLife-EPA/CO-(XX) NoneNone 1.90CBase/Target 18 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLife-Volun-(DE) NoneNone 30.00CBase/Target 18 - 791 - 1NoneNone 13.5018 - 792 - 10NoneNone 1.9018 - 7911 - 99

TCII 2012-MultiLife-Volun-(MI) NoneNone 80.00CBase/Target 18 - 641 - 1NoneNone 28.0065 - 791 - 1NoneNone 27.3065 - 792 - 3NoneNone 6.2518 - 642 - 10NoneNone 8.7065 - 794 - 10NoneNone 1.9018 - 6411 - 99NoneNone 1.9065 - 7911 - 99

TCII 2012-MultiLife-Volun-(PA) NoneNone 75.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLife-Volun-(XX) NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLife-Volun-CT Part. NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TCII 2012-MultiLife-Volun-IN Part. NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TransCare II 2012 (XX) NoneNone 85.00CBase/Target 18 - 691 - 1NoneNone 70.0070 - 791 - 1NoneNone 7.2518 - 692 - 10



2/28/21




LTC General Agent


RangeClientComp




PlanType

PremiumType Years

TransCare II 2012 (XX) NoneNone 7.25CBase/Target 70 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TransCare III (DE) NoneNone 30.00CBase/Target 18 - 791 - 1NoneNone 15.5018 - 792 - 10NoneNone 1.9018 - 7911 - 99

TransCare III (DE) - Associations NoneNone 30.00CBase/Target 18 - 791 - 1NoneNone 13.5018 - 792 - 10NoneNone 1.9018 - 7911 - 99

TransCare III (MI) NoneNone 85.00CBase/Target 18 - 641 - 1NoneNone 31.0065 - 791 - 1NoneNone 30.3065 - 792 - 3NoneNone 7.2518 - 642 - 10NoneNone 8.7065 - 794 - 10NoneNone 1.9018 - 6411 - 99NoneNone 1.9065 - 7911 - 99

TransCare III (MI) - Associations NoneNone 80.00CBase/Target 18 - 641 - 1NoneNone 28.0065 - 791 - 1NoneNone 27.3065 - 792 - 3NoneNone 6.2518 - 642 - 10NoneNone 8.7065 - 794 - 10NoneNone 1.9018 - 6411 - 99NoneNone 1.9065 - 7911 - 99

TransCare III (PA) NoneNone 77.50CBase/Target 18 - 691 - 1NoneNone 70.0070 - 791 - 1NoneNone 7.2518 - 692 - 10NoneNone 7.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TransCare III (PA) - Associations NoneNone 75.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TransCare III (XX) NoneNone 85.00CBase/Target 18 - 691 - 1NoneNone 70.0070 - 791 - 1NoneNone 7.2518 - 692 - 10NoneNone 7.2570 - 792 - 10



2/28/21




LTC General Agent


RangeClientComp




PlanType

PremiumType Years

TransCare III (XX) NoneNone 1.90CBase/Target 18 - 6911 - 99NoneNone 1.9070 - 7911 - 99

TransCare III (XX) - Associations NoneNone 80.00CBase/Target 18 - 691 - 1NoneNone 65.0070 - 791 - 1NoneNone 6.2518 - 692 - 10NoneNone 6.2570 - 792 - 10NoneNone 1.9018 - 6911 - 99NoneNone 1.9070 - 7911 - 99

Base General Agent


RangeClientComp



Carrier: US Life/Annuity (FSA) ** GA Schedule:

PlanType

PremiumType Years

Am. Pathway Imm Ann-Life Opts. 10000 - 1000000None 3.50S Base/Target 0 - 851 - 110000 - 1000000None 0.000 - 852 - 99

Am. Pathway Imm Ann-Pd Cer 15-30 10000 - 1000000None 3.50S Base/Target 0 - 901 - 110000 - 1000000None 0.000 - 902 - 99

Am. Pathway Imm Ann-Pd Cer 7-14 10000 - 1000000None 2.50S Base/Target 0 - 901 - 110000 - 1000000None 0.000 - 902 - 99

Am. Pathway Imm Ann-Pd Cer <7 10000 - 1000000None 1.50S Base/Target 0 - 901 - 110000 - 1000000None 0.000 - 902 - 99

American Pathway Fixed 5 (1 yr) NoneNone 2.50S Base/Target 0 - 851 - 1American Pathway Fixed 5 (3 yr) NoneNone 2.50S Base/Target 0 - 851 - 1American Pathway Fixed 5 (5 yr) NoneNone 2.50S Base/Target 0 - 851 - 1American Pathway Fixed 7 (1 yr) NoneNone 3.00S Base/Target 0 - 851 - 1American Pathway Fixed 7 (3 yr) NoneNone 3.00S Base/Target 0 - 851 - 1American Pathway Fixed 7 (5 yr) NoneNone 3.00S Base/Target 0 - 851 - 1American Pathway Fixed 7 (7 yr) NoneNone 3.00S Base/Target 0 - 851 - 1American Pathway Solutions MYG 5 Yr NoneNone 2.00S Base/Target 0 - 751 - 1

NoneNone 1.0076 - 851 - 1American Pathway Solutions MYG 6 Yr NoneNone 2.50S Base/Target 0 - 751 - 1

NoneNone 1.2576 - 851 - 1American Pathway Solutions MYG 7 Yr NoneNone 2.50S Base/Target 0 - 751 - 1

NoneNone 1.2576 - 851 - 1



2/28/21




Base General Agent


RangeClientComp



Carrier: United States Life Ins. Co. in the City of NY GA Schedule:

PlanType

PremiumType Years

Am. Pathway Def Inc Ann-Life NoneNone 4.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Def Inc Ann-PdCer 15-30 NoneNone 4.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Def Inc Ann-PdCer 7-14 NoneNone 3.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Def Inc Ann-PdCer <7 NoneNone 2.75S Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Imm Ann-Life/Pd Cer 15-30 NoneNone 3.50S Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Imm Ann-Pd Cer 7-14 NoneNone 2.75S Base/Target None1 - 1NoneNone 0.00None2 - 99

Am. Pathway Imm Ann-Pd Cer <7 NoneNone 1.75S Base/Target None1 - 1NoneNone 0.00None2 - 99

American Elite 2 (Conv. Only) NoneNone 51.00P Base/Target None1 - 1NoneNone 11.75None2 - 2NoneNone 3.13None3 - 10NoneNone 0.63None11 - 99

American Pathway Fixed 5 NoneNone 2.50S Base/Target 18 - 851 - 1NoneNone 0.0018 - 852 - 99

American Pathway Fixed 7 NoneNone 3.00S Base/Target 18 - 851 - 1NoneNone 0.0018 - 852 - 99

Assured Edge Income Builder-NY Opt 1 NoneNone 5.00S Base/Target 0 - 801 - 1NoneNone 0.000 - 802 - 99




Max Accumulator + II NY NoneNone 84.15UBase/Target None1 - 1NoneNone 12.25None2 - 2NoneNone 5.50None3 - 3NoneNone 1.75None4 - 10NoneNone 0.00None11 - 99

Max Accumulator + II NY NoneNone 2.13UExcess None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Power Index Premier NY Opt 1 NoneNone 5.00S Base/Target 18 - 801 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Power Index Premier NY Opt 1 NoneNone 0.00S Base/Target 18 - 802 - 99Power Index Premier NY Opt 2 NoneNone 2.50S Base/Target 18 - 801 - 1

NoneNone 0.0018 - 802 - 99Power Index Premier NY Opt 3 NoneNone 1.50S Base/Target 18 - 801 - 1

NoneNone 0.0018 - 802 - 99Power Index Premier NY Opt 9 NoneNone 1.75S Base/Target 81 - 851 - 1

NoneNone 0.0081 - 852 - 99Protection Extend IUL (Conv. Only)(11/20) NoneNone 51.00UBase/Target None1 - 1


Protection Extend IUL (Conv. Only)(11/20) NoneNone 2.55UExcess None1 - 1NoneNone 2.25None2 - 2NoneNone 1.25None3 - 10NoneNone 0.00None11 - 99

Secure Lifetime GUL 3 (5/20) NY NoneNone 84.15UBase/Target None1 - 1NoneNone 12.25None2 - 2NoneNone 5.50None3 - 3NoneNone 1.75None4 - 10NoneNone 0.00None11 - 99

Secure Lifetime GUL 3 (5/20) NY NoneNone 2.13UExcess None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Select a Term 10 (1/21) NY NoneNone 84.15T Base/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 0.25None3 - 5NoneNone 0.00None6 - 99

Select a Term 15 (1/21) NY NoneNone 84.15T Base/Target None1 - 1NoneNone 9.00None2 - 2NoneNone 4.00None3 - 3NoneNone 1.25None4 - 10NoneNone 0.00None11 - 99


Select a Term 17 (1/21) NY NoneNone 84.15T Base/Target None1 - 1NoneNone 9.00None2 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Select a Term 17 (1/21) NY NoneNone 4.00T Base/Target None3 - 3NoneNone 1.25None4 - 10NoneNone 0.00None11 - 99








Select a Term 25 (1/21) NY NoneNone 84.15T Base/Target None1 - 1



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Select a Term 25 (1/21) NY NoneNone 9.75T Base/Target None2 - 2NoneNone 4.50None3 - 3NoneNone 1.25None4 - 10NoneNone 0.00None11 - 99







USL HorizonFlex NoneNone 4.50ABase/Target 0 - 751 - 1NoneNone 3.5076 - 801 - 1NoneNone 2.5081 - 851 - 1

Value+ Protector II IUL NY NoneNone 84.15UBase/Target None1 - 1NoneNone 12.25None2 - 2



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Value+ Protector II IUL NY NoneNone 5.50UBase/Target None3 - 3NoneNone 1.75None4 - 10NoneNone 0.00None11 - 99

Value+ Protector II IUL NY NoneNone 2.13UExcess None1 - 1NoneNone 1.75None2 - 10NoneNone 0.00None11 - 99

Base General Agent


RangeClientComp



Carrier: United of Omaha Life Insurance Company GA Schedule:

PlanType

PremiumType Years

AccumUL Answers 1/2020 NoneNone 92.25UBase/Target None1 - 1NoneNone 2.50None2 - 5NoneNone 1.88None6 - 10NoneNone 0.38None11 - 99

AccumUL Answers 1/2020 NoneNone 3.28UExcess None1 - 1NoneNone 2.50None2 - 5NoneNone 1.88None6 - 10NoneNone 0.38None11 - 99

Bonus Flex Annuity 2011 NoneNone 4.50ABase/Target 0 - 801 - 1NoneNone 2.7581 - 891 - 1

Children's Whole Life (1/22/18) NoneNone 106.25P Base/Target None1 - 1NoneNone 0.00None2 - 99

Deferred Income Protector 5000 - 1000000None 4.50ABase/Target 40 - 751 - 15000 - 1000000None 4.5040 - 752 - 99

Guaranteed UL Express 10/2019 NoneNone 110.50UBase/Target None1 - 1NoneNone 0.19None2 - 99

Guaranteed UL Express 10/2019 NoneNone 3.40UExcess None1 - 1NoneNone 0.19None2 - 99

IUL Express NoneNone 110.50UBase/Target None1 - 1NoneNone 45.19None2 - 60NoneNone 0.19None2 - 99

IUL Express NoneNone 3.40UExcess None1 - 1NoneNone 0.19None2 - 99

Income Access NoneNone 5.25S Base/Target 0 - 851 - 1NoneNone 0.000 - 852 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Income Advantage (8/19) NoneNone 104.55UBase/Target None1 - 1NoneNone 1.88None2 - 5NoneNone 1.25None6 - 10NoneNone 0.00None11 - 99

Income Advantage (8/19) NoneNone 3.28UExcess None1 - 1NoneNone 1.88None2 - 5NoneNone 1.25None6 - 10NoneNone 0.00None11 - 99

Income Annuity w/Premium Return NoneNone 4.25S Base/Target 0 - 751 - 1NoneNone 3.2576 - 801 - 1NoneNone 2.2581 - 991 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 992 - 99

Life Protection Advantage IUL 1/2020 NoneNone 104.55UBase/Target None1 - 1NoneNone 1.88None2 - 5NoneNone 1.25None6 - 10NoneNone 0.00None11 - 99

Life Protection Advantage IUL 1/2020 NoneNone 3.28UExcess None1 - 1NoneNone 1.88None2 - 5NoneNone 1.25None6 - 10NoneNone 0.00None11 - 99

Living Promise WL (Grd Benefit) 1/2020 NoneNone 76.50P Base/Target 45 - 801 - 1NoneNone 0.0045 - 802 - 99

Living Promise WL (Level) 1/2020 NoneNone 114.75P Base/Target 45 - 751 - 1NoneNone 110.5076 - 801 - 1NoneNone 80.7581 - 851 - 1NoneNone 6.1345 - 752 - 10NoneNone 6.1376 - 802 - 10NoneNone 6.1381 - 852 - 10NoneNone 0.8145 - 7511 - 99NoneNone 0.8176 - 8011 - 99NoneNone 0.8181 - 8511 - 99

Term Life Answers 10 (4/20) NoneNone 82.00T Base/Target None1 - 1NoneNone 0.50None2 - 5NoneNone 0.00None6 - 99




2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years



Term Life Express 10 (1/2020) NoneNone 110.50T Base/Target None1 - 1NoneNone 1.81None2 - 10NoneNone 0.00None11 - 99




Term Life Express 30/30 w/ROP NoneNone 127.50T Base/Target None1 - 1NoneNone 1.81None2 - 10NoneNone 0.00None11 - 99

Ultra Premier 5 Yr NoneNone 3.38S Base/Target 0 - 751 - 1NoneNone 2.3876 - 801 - 1NoneNone 1.3881 - 991 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 992 - 99

Ultra Premier 7 Yr NoneNone 3.38S Base/Target 0 - 751 - 1NoneNone 2.3876 - 801 - 1NoneNone 1.3881 - 991 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 992 - 99

Ultra-Income NoneNone 4.25S Base/Target 0 - 851 - 1NoneNone 0.000 - 852 - 99

Ultra-Secure Plus 5 Yr. NoneNone 4.50S Base/Target 0 - 751 - 1NoneNone 3.5076 - 801 - 1NoneNone 2.5081 - 891 - 1NoneNone 0.000 - 752 - 99



2/28/21




Base General Agent


RangeClientComp




PlanType

PremiumType Years

Ultra-Secure Plus 5 Yr. NoneNone 0.00S Base/Target 76 - 802 - 99NoneNone 0.0081 - 892 - 99

Ultra-Secure Plus 7 Yr. NoneNone 4.50S Base/Target 0 - 751 - 1NoneNone 3.5076 - 801 - 1NoneNone 2.5081 - 891 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 802 - 99NoneNone 0.0081 - 892 - 99

Base General Agent


RangeClientComp



Carrier: Western National Life GA Schedule:

PlanType

PremiumType Years

American Pathway Fixed 5 (1 yr) NoneNone 2.50S Base/Target 0 - 851 - 1NoneNone 1.2586 - 901 - 1NoneNone 0.000 - 852 - 99NoneNone 0.0086 - 902 - 99



American Pathway Fixed 5 MVA Option NoneNone 2.50S Base/Target 0 - 851 - 1NoneNone 1.2586 - 901 - 1NoneNone 0.000 - 852 - 99NoneNone 0.0086 - 902 - 99


American Pathway Fixed 7 (3 yr) NoneNone 3.00S Base/Target 0 - 851 - 1NoneNone 1.5086 - 901 - 1NoneNone 0.000 - 852 - 99



2/28/21




Base General Agent


RangeClientComp



Carrier: Western National Life GA Schedule:

PlanType

PremiumType Years

American Pathway Fixed 7 (3 yr) NoneNone 0.00S Base/Target 86 - 902 - 99American Pathway Fixed 7 (5 yr) NoneNone 3.00S Base/Target 0 - 851 - 1

NoneNone 3.0085 - 851 - 1NoneNone 1.5086 - 901 - 1NoneNone 1.2585 - 852 - 1NoneNone 0.000 - 852 - 99NoneNone 0.0085 - 852 - 99NoneNone 0.0086 - 902 - 99


American Pathway Fixed 7 MVA Option NoneNone 3.00S Base/Target 0 - 851 - 1NoneNone 1.5086 - 901 - 1NoneNone 0.000 - 852 - 99NoneNone 0.0086 - 902 - 99

American Pathway Vision MYG 10 Yr NoneNone 2.50S Base/Target 0 - 751 - 1NoneNone 1.1376 - 851 - 1NoneNone 0.000 - 752 - 99NoneNone 0.0076 - 852 - 99







2/28/21




Base General Agent


RangeClientComp



Carrier: William Penn Life Ins Co of NY GA Schedule:

PlanType

PremiumType Years

A-List Term NY NoneNone 29.75T Base/Target None1 - 1NoneNone 4.25None2 - 5NoneNone 2.13None6 - 10NoneNone 0.63None11 - 99

Accidental Dth (in-force cust ONLY) ** NoneNone 17.00P Base/Target None1 - 1NoneNone 0.00None2 - 99

Life Step UL NY (1/20) NoneNone 84.15UBase/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 3.50None3 - 10NoneNone 0.50None11 - 99

Life Step UL NY (1/20) NoneNone 3.40UExcess None1 - 1NoneNone 3.50None2 - 10NoneNone 0.50None11 - 99

OpTerm 10 NY (1/21) NoneNone 84.15T Base/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 1.50None3 - 10NoneNone 0.00None11 - 99

OpTerm 15 NY (1/21) NoneNone 84.15T Base/Target None1 - 1NoneNone 7.50None2 - 2NoneNone 1.50None3 - 10NoneNone 0.00None11 - 99

OpTerm 20 NY (1/21) NoneNone 84.15T Base/Target None1 - 1NoneNone 10.50None2 - 2NoneNone 2.50None3 - 3NoneNone 1.50None4 - 10NoneNone 0.00None11 - 99





program compensation schedule for non-variable products ......allianz legacy by design - opta...

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