Case 2:10-cv-09198-JVS -RNB Document 280-3 Filed 07/31/12 Page 2of6 Page ID #:12501

SecurePlus Paragon Annual Statement aia Indexed Flexible Premium Adjustable Benefit Life

Statement Date: 09/26/2008 Report Period: 09/26/2007 to 09/25/2008 FICHE COPY

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| Account Summary | | Policy Information |

Beginning Accumulated Value: $0.00 Policy Number: LS0149017 Gross Premium: $105,750.00 Primary Insured: Kim Bruce Howlett Withdrawals, including Withdrawal Fees: $0.00 Policy Effective Date: September 26, 2007 Monthly Deductions: $25,204.26 Issue Age: . 58 Interest Credited: $562.34 Underwriting Class: Male Standard Non-Tobacco Ending Accumulated Value: $81,108.08 Death Benefit Option: A (Level) | Summary of Insurance Benefits |

Beginning

Values Ending Values ; .

Face Amount: $0.00 $1,602,311.00 Death Benefit: $0.00 $1,602,311.00 Accumulated Value: $0.00 $81,103.08 Total’ Loan Balance: $0.00 $0.00 Surrender Charge: . $0.00 $54,622.78 | = Cash Surrender Value: $0.00 $28,018.64 The following riders are attached to this policy: Accelerated Benefit 1 Accelerated Benefit 2

Accelerated Benefit 3 Overloan Protection Rider

Please refer to your policy for more information.

Interest credits on indexed strategies are determined one year after funds are allocated to the indexed strategy. This policy’s first allocation to an indexed strategy occurred on 10/21/2007. Interest credits on these funds will be reported to _ you in your next annual statement. If you wish to know the amount of your interest credit sooner, please contact your agent or call 1-800-732-8939. You can also sign up to periodically view your policy’s value on line at www.nationallife.com.

ADMINISTRATIVE OFFICE: ONE NATIONAL LIFE DRIVE e MONTPELIER, VT 05604 ¢ TEL: 800 732-8939 8406(0606) Home OFFIce: 1300 West MOCKINGBIRD Lang ¢ DALLAS, TX 75247-4921 Page 1 O0OLS01 4901 7 oo9g GHN 60208*AUIU 20080926 FG 270000241 HOWLETT KIM BRUCE 0

Confidential LSW 00001084

| Loan Information |

Beginning Loan Balance: $0.00 Indexed Strategy 1 New Loans Taken: $0.00 Indexed Strategy 2 Loan Repayments: $0.00 Accrued Loan Interest: $0.00 Ending Loan Balance: $0.00

Case 2:10-cv-09198-JVS -RNB Document 280-3 #:12502

FICHE COPY Statement Date: 09/26/2008 Policy Number: LS0149017 Insured: . Kim Bruce Howlett

The Variable Loan Interest Rate during this report period was 6.30%. For the next report period it will be 6.30%.

8406(0606)

ADMINISTRATIVE OFFICE: ONE NATIONAL LIFE DRIVE e MONTPELIER, VT 05604 © TEL: 800 732-8939 HOME OFFICE: 1300 WEST MOCKINGBIRD LANE ® DALLAS, TX 75247-4921

00L3S014901 7 009 SHN 6020B*AUTI 20080926 FO 270000241 HOWLETT

Confidential

Filed 07/31/12 Page 3of6 Page ID

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Strategy Allocation

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Case 2:10-cv-09198-JVS -RNB Document 280-3 Filed 07/31/12 Page 6of6 Page ID #:12505

FICHE COPY Statement Date: 09/26/2008 Policy Number: LS0149017 Insured: Kim Bruce Howlett

| Glossary Of Terms |

Beginning Accumulated Value: = The value of all funds in your policy on the first day of the policy year prior to any financial transactions processed on that day except for any dividend credited.

Premiums Received: The actual premium payments for your policy received during the month shown.

Expense Charges: The dollar amount deducted from your premium payment or accumulated value to cover administrative costs. It includes the monthly administrative charges, the percent of premium expense charge and premium payment processing fee.

Rider Charges: The charge for any riders included in your policy.

Cost of Insurance: The current monthly cost of pure insurance protection for your policy including any Substandard Charges.

Withdrawals: The amount of surrender value that was withdrawn from the policy at your request. Withdrawals reduce the accumulated value of your policy and the current death benefit.

Interest Credited: The amount of interest credited to the accumulated value for the month shown.

Current interest rates are declared monthly for new premium payments and are never less than the 2.50% guaranteed in this policy.

Ending Accumulated Value: The value of all funds in this policy at the end of the month shown. It is equal to the preceding month’s ending accumulated value plus premiums received and interest credited minus cost of insurance, rider charges, expense charges, withdrawals, and substandard charges.

Vy | For Service Contact: Or Our Local Office: |

Jacob K Cooper Asset Marketing Systems Llc

Ste 500 Unit C

8880 Rio San Diego Dr 5757 Adobe Falls Rd

San Diego CA 92108-1634 San Diego CA 92120-4671

619 704-1500 Policy Information Available on the Web U

Customers can access policy information from the National Life Group website at www.nationallife.com.

By registering at the website, you can log in for secure policy information, including: Policy Values, Coverage and Features, Daily Unit Values, Loan Balances, Change of Address, and Electronic Document Distribution.

If you need assistance or have questions, please contact Customer Services directly through the web.

8 406(0606) HOME OFFICE: 1300 WesT MocKINGBIRD LANE ¢ DALLAS, TX 75247-4921 Page 5 00LS0149017 009 3HN 60208*AUIS 20080926 FC 270000241 HOWLETT KIM BRUCE 0

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