Category Archives: On the Move

On The Move – June 14, 2022

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/…

On The Move – June 7, 2022

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…

On The Move – May 24, 2022

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…

On The Move – May 10, 2022

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%…

On The Move – May 3, 2022

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% …