July 11, 2022 – Effective Date of Change Global Atlantic Financial Group Fixed Index Annuity: Choice Accumulation II 10 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.50% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.20% 2 Year BlackRock Diversa Volatility Control w/ Spread: 1 Year Fixed Rate: Rate 3.00% 1 Year MSCI EAFE Point to…
July 1, 2022 – Effective Date of Change Delaware Life Fixed Index Annuity: Retirement Chapters 10 25,000+ 1-Year S&P 500 Point to Point with Cap Rate: Cap 6.00% 1-Year Momentum Asset Allocator 5.5% VC with Participation Rate: Part Rate 100% 2-Year Momentum Asset Allocator 5.5% VC with Participation Rate: Part Rate 110% 1-Year Fixed Account: Rate 2.50% 1-Year S&P 500 Annual…
June 27, 2022 – Effective Date of Change American General Life Insurance Company Fixed Index Annuity: AG Choice Index 10 25,000+ 1 Year S&P 500 Annual Point to Point: Cap 7.50% 1 Year Fixed Account: Rate 3.00% 1 Year S&P 500 Annual Point to Point Participation: Part Rate 42% 1 Year Russel 2000 Annual Point to Point: Cap 6.75% 1 Year…
June 21, 2022 – Effective Date of Change Great American Life Insurance Company Fixed Index Annuity: American Landmark 3 50,000+ 1 Year S&P 500 Annual Point-to-Point with Cap: Cap 6.25% 1 Year iShares U.S. Real Estate Annual Point to Point with Cap: Cap 6.65% 1 Year iShares MSCI EAFE 1-year point-to-point with cap: Cap 6.250% 1 Year Declared Rate Strategy: Rate…
Protective Life June 14, 2022 – Effective Date of Change Fixed Index Annuity: Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap: Cap 4.85% 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 20% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 4.70% 1-Year S&P 500 Performance Trigger: Cap 3.65% 1-Year JP Morgan Mojave Index w/…
Allianz Life Insurance Company of North America June 7, 2022 – Effective Date of Change Allianz 222 Annuity 20,000+ 1-Year S&P 500 Monthly Sum Cap: Cap 1.70% 1-Year S&P 500 Annual Point-to-Point Cap: Cap 3.50% 1-Year Bloomberg US Dynamic Balance Index II w/ Spread: Spread 3.35% 1-Year Bloomberg US Dynamic Balance Index II w/ Cap: Cap 3.00% 1-Year Fixed Interest Account: Rate…
May 31, 2022 – Effective Date of Change Global Atlantic Financial Group Choice Accumulation II 10 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.50% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.20% 2 Year BlackRock Diversa Volatility Control w/ Spread: 1 Year Fixed Rate: Rate 3.00% 1 Year MSCI EAFE Point to Point with Cap: Cap…
Real-time marketing activities can show that you are a reliable source of information and assistance The last two years have seen a whirlwind of events and actions that have directly impacted consumers’ personal finances. The coming months are likely to bring more. The question is, how are you going to respond? Responding quickly to current…
May 10, 2022 – Effective Date of Change Protective Life Asset Builder II 10 No ROP 10,000+ 1-Year S&P 500 Point-to-Point w/ Cap: Cap 3.85% 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 19% 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 3.60% 1-Year S&P 500 Performance Trigger: Cap 3.35% 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 79%…
May 02, 2022 – Effective Date of Change Global Atlantic Financial Group Fixed Index Annuity Choice Income II 10 with Income Multiplier Benefit 25,000+ 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 5.00% 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.40% 1 Year Fixed Rate: Rate 2.40% 1 Year MSCI EAFE Point to Point with Cap: Cap 5.00% …
