On The Move – April 30, 2024

May 1, 2024 – Effective Date of Change

AuguStar

OrionShield 10 15,000+

• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 120%
• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 160%
• 1-Year Fixed Account:  Rate: 4.1%
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 11.25%  Part Rate 50%
• 1-Year S&P 500 Annual Point to Point Cap:  Cap 10.1% 
• 1-Year Russell 2000 Monthly Averaging Cap:  Cap 9% 

OrionShield 10 150,000+

• 1-Year Russell 2000 Monthly Averaging Cap:  Cap 10% 
• 1-Year S&P 500 Annual Point to Point Cap:  Cap 11.1% 
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 13.5%  Part Rate 50%
• 1-Year Fixed Account:  Rate: 4.85%
• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 180%
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 135%

OrionShield 10 Premium Bonus 15,000+

• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 4.75% 
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 120%
• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 140%
• 1-Year Fixed Account:  Rate: 2.5%
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 7.75%  Part Rate 50%
• 1-Year S&P 500 Annual Point to Point Cap :  Cap 6.1% 

OrionShield 10 Premium Bonus 150,000+

• 1-Year S&P 500 Annual Point to Point Cap :  Cap 7.1% 
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 10%  Part Rate 50%
• 1-Year Fixed Account:  Rate: 2.75%
• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 160%
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 135%
• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 6% 

OrionShield 5 15,000+

• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 115%
• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 8% 
• 1-Year Fixed Account:  Rate: 3.85%
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 11.25%  Part Rate 50%
• 1-Year S&P 500 Annual Point to Point Cap :  Cap 10.1% 

OrionShield 5 150,000+

• 1-Year S&P 500 Annual Point to Point Cap :  Cap 11.1% 
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 13.5%  Part Rate 50%
• 1-Year Fixed Account:  Rate: 4.6%
• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 9.25% 
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130%

OrionShield 7 15,000+

• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 8.75% 
• 1-Year Fixed Account:  Rate: 4%
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 11.25%  Part Rate 50%
• 1-Year S&P 500 Annual Point to Point Cap:  Cap 10.1% 
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 115%
• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130%

OrionShield 7 150,000+

• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 150%
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130%
• 1-Year S&P 500 Annual Point to Point Cap:  Cap 11.1% 
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 13.5%  Part Rate 50%
• 1-Year Fixed Account:  Rate: 4.75%
• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 10% 

OrionShield 7 Premium Bonus 15,000+

• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 6% 
• 1-Year Fixed Account:  Rate: 3.25%
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 10.25%  Part Rate 50%
• 1-Year S&P 500 Annual Point to Point Cap :  Cap 7.1% 
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 115%
• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130%

OrionShield 7 Premium Bonus 150,000+

• 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 150%
• 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130%
• 1-Year S&P 500 Annual Point to Point Cap :  Cap 8.1% 
• 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 12.5%  Part Rate 50%
• 1-Year Fixed Account:  Rate: 3.75%
• 1-Year Russell 2000 Monthly Averaging Cap :  Cap 7.25% 

MYGA

• LunarGuard 3 10,000+  4.85%
• LunarGuard 3 100,000+  5.05%
• LunarGuard 5 10,000+  4.85%
• LunarGuard 5 100,000+  5.05%
• LunarGuard 7 10,000+  4.85%
• LunarGuard 7 100,000+  5.05%

Delaware Life

Fixed Indexed Annuity

Growth Pathway 5 10,000+

• 1 Year S&P 500 Point to Point Cap:  Cap 8.5% 
• 1 Year S&P 500 Point to Point Participation :  Part Rate 50%
• 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 60%
• 1 Year S&P 500 Performance Trigger:  Cap 7.25% 
• 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 145%
• 1 Year Fixed Account:  Rate: 4.3%
• 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 155%
• 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 170%
• 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 6.05% 
• 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 7.5% 

Growth Pathway 5 25,000+

• 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 8.5% 
• 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 6.55% 
• 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 185%
• 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 165%
• 1 Year Fixed Account:  Rate: 4.6%
• 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 155%
• 1 Year S&P 500 Performance Trigger:  Cap 8% 
• 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 65%
• 1 Year S&P 500 Point to Point Participation :  Part Rate 55%
• 1 Year S&P 500 Point to Point Cap:  Cap 10% 

Growth Pathway 5 100,000+

• 1 Year S&P 500 Point to Point Cap:  Cap 11% 
• 1 Year S&P 500 Point to Point Participation :  Part Rate 60%
• 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 70%
• 1 Year S&P 500 Performance Trigger:  Cap 8.5% 
• 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 165%
• 1 Year Fixed Account:  Rate: 4.85%
• 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 175%
• 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 195%
• 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 7.05% 
• 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 9% 

Growth Pathway 7 10,000+

• 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 7.75% 
• 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 6.25% 
• 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 170%
• 1 Year Fixed Account:  Rate: 4.3%
• 1 Year S&P 500 Point to Point Participation :  Part Rate 55%
• 1 Year S&P 500 Point to Point Cap:  Cap 8.75% 
• 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 60%
• 1 Year S&P 500 Performance Trigger:  Cap 7.5% 
• 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 145%
• 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 155%

Growth Pathway 7 25,000+

• 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 165%
• 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 155%
• 1 Year S&P 500 Performance Trigger:  Cap 8.25% 
• 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 65%
• 1 Year S&P 500 Point to Point Cap:  Cap 10.25% 
• 1 Year S&P 500 Point to Point Participation :  Part Rate 60%
• 1 Year Fixed Account:  Rate: 4.6%
• 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 185%
• 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 6.75% 
• 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 8.75% 

Growth Pathway 7 100,000+

• 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 9.25% 
• 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 7.25% 
• 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 195%
• 1 Year Fixed Account:  Rate: 4.85%
• 1 Year S&P 500 Point to Point Participation :  Part Rate 65%
• 1 Year S&P 500 Point to Point Cap:  Cap 11.25% 
• 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 70%
• 1 Year S&P 500 Performance Trigger:  Cap 8.75% 
• 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 165%
• 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 175%

PrimeStart Bonus 10 25,000+

• 1-Year Fixed:  Rate: 3.25%
• 1-Year S&P 500 Point-to-Point with Cap:  Cap 6.75% 
• 1-Year S&P 500 Point-to-Point Enhanced Cap with Fee:  Cap 8.5% 
• 1-Year S&P 500 Performance Trigger:  Cap 5.25% 
• 1-Year S&P 500 Enhanced Performance Trigger with Fee:  Cap 6.75% 
• 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 35%
• 1-year S&P 500 Point-to-Point Enhanced Participation Rate with Fee:  Part Rate 45%
• 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate*:  Part Rate 80%
• 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 105%
• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 70%
• 1-Year First Trust Capital Strength Barclays 10% Enhanced Flex-Lock Participation Rate and Volatility Limit:  Part Rate 90%
• 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 175%
• 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 135%

PrimeStart Bonus 10 100,000+

• 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 145%
• 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 185%
• 1-Year First Trust Capital Strength Barclays 10% Enhanced Flex-Lock Participation Rate and Volatility Limit:  Part Rate 100%
• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 80%
• 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 115%
• 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate*:  Part Rate 85%
• 1-year S&P 500 Point-to-Point Enhanced Participation Rate with Fee:  Part Rate 50%
• 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 40%
• 1-Year S&P 500 Enhanced Performance Trigger with Fee:  Cap 7.5% 
• 1-Year S&P 500 Performance Trigger:  Cap 6% 
• 1-Year S&P 500 Point-to-Point Enhanced Cap with Fee:  Cap 10% 
• 1-Year S&P 500 Point-to-Point with Cap:  Cap 8% 
• 1-Year Fixed:  Rate: 3.5%

Retirement Stages Select 5 25,000+

• 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 100%
• 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 165%
• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 85%
• 1 Year Fixed Account:  Rate: 4.65%
• 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 9.75% 
• 1-Year S&P 500 Performance Trigger:  Cap 7.5% 
• 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 45%

Retirement Stages Select 5 100,000+

• 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 50%
• 1-Year S&P 500 Performance Trigger:  Cap 8.25% 
• 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 10.75% 
• 1 Year Fixed Account:  Rate: 4.9%
• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 95%
• 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 180%
• 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 110%

Retirement Stages Select 7 25,000+

• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 90%
• 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 175%
• 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 105%
• 1-Year S&P 500 Performance Trigger:  Cap 7.75% 
• 1 Year Fixed Account:  Rate: 4.85%
• 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 10% 
• 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 50%

Retirement Stages Select 7 100,000+

• 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 55%
• 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 11% 
• 1 Year Fixed Account:  Rate: 5.1%
• 1-Year S&P 500 Performance Trigger:  Cap 8.5% 
• 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 115%
• 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 190%
• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 100%

Target Growth 10 25,000+

• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 95%
• 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate*:  Part Rate 110%
• 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 180%
• 1-Year S&P 500 Performance Trigger:  Cap 8% 
• 1 Year Fixed Account:  Rate: 5%
• 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.25% 
• 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 55%

Target Growth 10 100,000+

• 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 60%
• 1-Year S&P 500 Point-to-Point with Cap:  Cap 11.25% 
• 1 Year Fixed Account:  Rate: 5.25%
• 1-Year S&P 500 Performance Trigger:  Cap 8.75% 
• 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 195%
• 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate*:  Part Rate 120%
• 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 105%

Target Income 10 25,000+

• 1-Year RBA Select Equity Yield CIBC 5% Point to Point with Participation Rate:  Part Rate 115%
• 1 Year Morgan Stanley Global Opportunities Index with Participation Rate:  Part Rate 105%
• 1 Year S&P 500 with Cap:  Cap 5.5% 
• 1 Year Fixed Account:  Rate: 3.25%
• 1 Year S&P 500 with Participation Rate:  Part Rate 27%
• 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with Participation Rate:  Part Rate 105%

Target Income 10 100,000+

• 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with Participation Rate:  Part Rate 120%
• 1 Year S&P 500 with Participation Rate:  Part Rate 30%
• 1 Year Fixed Account:  Rate: 3.4%
• 1 Year S&P 500 with Cap:  Cap 5.75% 
• 1 Year Morgan Stanley Global Opportunities Index with Participation Rate:  Part Rate 120%
• 1-Year RBA Select Equity Yield CIBC 5% Point to Point with Participation Rate:  Part Rate 125%

Target Income 10 500,000+

• 1-Year RBA Select Equity Yield CIBC 5% Point to Point with Participation Rate:  Part Rate 130%
• 1 Year Morgan Stanley Global Opportunities Index with Participation Rate:  Part Rate 125%
• 1 Year S&P 500 with Cap:  Cap 6% 
• 1 Year Fixed Account:  Rate: 3.5%
• 1 Year S&P 500 with Participation Rate:  Part Rate 32%
• 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with Participation Rate:  Part Rate 125%

MYGA

• Apex MYGA 3 10,000+  4.70%
• Apex MYGA 3 100,000+  5.00%
• Apex MYGA 5 10,000+  4.90%
• Apex MYGA 5 100,000+  5.20%
• Apex MYGA 7 10,000+  4.90%
• Apex MYGA 7 100,000+  5.15%
• Pinnacle Plus MYGA 10 25,000+  4.80%
• Pinnacle Plus MYGA 10 100,000+  5.10%
• Pinnacle Plus MYGA 3 25,000+  4.65%
• Pinnacle Plus MYGA 3 100,000+  4.95%
• Pinnacle Plus MYGA 5 25,000+  4.90%
• Pinnacle Plus MYGA 5 100,000+  5.20%
• Pinnacle Plus MYGA 7 25,000+  4.80%
• Pinnacle Plus MYGA 7 100,000+  5.10%

May 7, 2024 – Effective Date of Change

Allianz Life Insurance Company of North America

Fixed Indexed Annuity

Allianz 222 Annuity 20,000+

• 1-Year S&P 500 Monthly Sum Cap:  Cap 2% 
• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.25% 
• 1-Year Fixed Interest Account:  Rate: 3.1%
• Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 125%
• PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 120%
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 140%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 140%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 155%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 175%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 170%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 185%
• BlackRock iBLD Claria ER Annual Point-to-Point w/PR :  Part Rate 135%

Allianz 360 Annuity 20,000+

• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 105%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 100%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 105%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 150%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 145%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 165%
• BlackRock iBLD Claria ER Annual Point-to-Point w/ PR:  Part Rate 75%
• Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 75%
• PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 70%
• 1-Year S&P 500 Monthly Sum Cap:  Cap 1.4% 
• 1-Year S&P 500 Annual Point-to-Point:  Cap 4% 
• Fixed Interest Account:  Rate: 2.1%

Allianz Accumulation Advantage 20,000+

• PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 145%
• Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR :  Part Rate 150%
• BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR :  Part Rate 160%
• S&P 500 Annual Point-to-Point:  Cap 7.25% 
• S&P 500 Monthly Sum:  Cap 2.2% 
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 180%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 175%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 180%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 200%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 195%
• Fixed Account:  Rate: 7.5%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 210%

Allianz Accumulation Advantage 100,000+

• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 225%
• Fixed Account:  Rate: 8%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 210%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 215%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 200%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 185%
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 190%
• S&P 500 Monthly Sum:  Cap 2.5% 
• S&P 500 Annual Point-to-Point:  Cap 9.25% 
• BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR :  Part Rate 175%
• Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR :  Part Rate 165%
• PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 160%

Allianz Accumulation Advantage 7 20,000+

• Fixed Account:  Rate: 4.9%
• 1-Year S&P 500 Annual Point-to-Point:  Cap 9% 
• 2-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR:  Part Rate 210%
• 2-Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 195%
• 1-Year PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 175%
• 1-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR :  Part Rate 190%
• 1-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 65%
• 2-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 75%

Allianz Accumulation Advantage 7 100,000+

• 2-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 90%
• 1-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 80%
• 1-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR :  Part Rate 210%
• 1-Year PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 195%
• 2-Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 215%
• 2-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR:  Part Rate 230%
• 1-Year S&P 500 Annual Point-to-Point:  Cap 11% 
• Fixed Account:  Rate: 5.4%

Allianz Benefit Control 20,000+

• 1-Year S&P 500 Monthly Sum Cap:  Cap 1.9% 
• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5% 
• Fixed Interest Account:  Rate: 3%
• Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 115%
• PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 110%
• BlackRock iBLD Claria ER Annual Point-to-Point w/PR :  Part Rate 125%
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 135%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 140%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 150%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 170%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 165%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 180%

Allianz Core Income 7 Annuity 10,000+

• 1-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 125%
• 2-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 195%
• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.5% 
• 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 5.5% 
• 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 5.5% 
• 1-Year Bloomberg Dynamic Balance II with Spread:  Spread 3.75% 
• 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 5.5% 
• Fixed Interest Account :  Rate: 3.6%

Allianz Essential Income 7 10,000+

• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.5% 
• 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 5.5% 
• Fixed Interest Account :  Rate: 3.6%

Retirement Foundation ADV 10,000+

• Fixed Interest Account :  Rate: 3.8%
• 1-Year Nasdaq-100 Annual Point-to-Point Cap :  Cap 6% 
• 1-Year S&P 500 Annual Point-to-Point Cap :  Cap 6% 
• 1-Year Russell 2000 Annual Point-to-Point Cap :  Cap 6% 
• 1-Year Bloomberg Dynamic Balance II Cap :  Cap 6%