Life Health Annuities Fixed Annuities

Fixed annuity interest rate trends as of March 2009

March 23, 2009 at 08:00 PM
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Interest rate trends on fixed annuities

Normal Annuity Range

ALL Annuities in Index

Number of
Companies

Number of
Annuities

Lowest
Rate

Low
Norm

Average
Rate

High
Norm

Highest
Rate

Standard
Deviation

3/9/2009

71

752

2.15%

2.95%

5.03%

7.12%

14.61%

2.09%

2/9/2009

72

797

1.85%

3.07%

5.12%

7.17%

14.61%

2.05%

9/8/2008

75

757

2.00%

3.46%

5.42%

7.37%

14.61%

1.96%

3/10/2008

77

758

2.00%

3.03%

5.08%

7.12%

16.10%

2.05%

Note: Rate includes "Non-Forfeitable" first year interest bonus.

CD-type annuities: average rates for length of guarantee period

Years

1

2

3

4

5

6

7

8

9

10

3/09/09

3.02%

2.79%

3.28%

3.65%

3.83%

3.81%

3.94%

4.25%

4.17%

4.36%

2/09/09

3.10%

3.04%

3.39%

3.88%

4.00%

3.99%

4.16%

4.42%

4.30%

4.48%

9/08/08

3.38%

3.24%

3.95%

4.27%

4.37%

4.50%

4.58%

4.76%

4.81%

4.97%

3/10/08

3.53%

3.18%

3.65%

3.84%

4.01%

4.08%

4.12%

4.45%

4.51%

4.47%

Data as of 3/09/2009

Source: Fisher Annuity Index, Dallas

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