December 6, 2022 – Effective Date of Change
Allianz
Fixed Indexed Annuity
Allianz 222 Annuity 20,000+
- 1-Year S&P 500 Monthly Sum Cap: Cap 2.300%
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 6.000%
- 1-Year Bloomberg US Dynamic Balance Index II w/ Spread: Spread 3.35%
- 1-Year Bloomberg US Dynamic Balance Index II w/ Cap: Cap 4.500%
- 1-Year Fixed Interest Account: Rate 3.10%
- 1-Year PIMCO Tactical Balanced Index w/ Spread: Spread 3.60%
- 1-Year PIMCO Tactical Balanced Index w/ Cap: Cap 4.500%
- BlackRock iBLD Claria Annual Point-to-Point w/Cap: Cap 4.500%
- BlackRock iBLD Claria Annual Point-to-Point w/Spread: Spread 3.10%
- 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 145%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 145%
- 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 175%
Allianz 360 Annuity 20,000+
- 1-Year S&P 500 Monthly Sum Cap: Cap 2.600%
- 1-Year S&P 500 Annual Point-to-Point: Cap 6.500%
- 1-Year Bloomberg US Dynamic Balance Index II w/ Spread: Spread 2.10%
- 1-Year Bloomberg US Dynamic Balance Index II w/ Cap: Cap 5.000%
- Fixed Interest Account: Rate 3.50%
- 1-Year PIMCO Tactical Balanced Index w/ Cap: Cap 5.000%
- 1-Year PIMCO Tactical Balanced Index w/ Spread: Spread 2.35%
- BlackRock iBLD Claria Annual Point-to-Point w/Cap: Cap 5.000%
- BlackRock iBLD Claria Annual Point-to-Point w/Spread: Spread 1.70%
- BlackRock iBLD Claria ER Annual Point-to-Point w/ PR: Part Rate 135%
- Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR: Part Rate 130%
- PIMCO Tactical Balanced 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 160%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 160%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate: Part Rate 165%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate : Part Rate 215%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate : Part Rate 210%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate : Part Rate 230%
Allianz Accumulation Advantage 20,000+
- S&P 500 Annual Point-to-Point: Cap 9.000%
- S&P 500 Monthly Sum: Cap 3.200%
- Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap: Cap 9.500%
- PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap: Cap 9.500%
- BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap: Cap 9.500%
- Fixed Interest: Rate 4.70%
- 1 Year BlackRock iBLD Claria Index Point to Point with Spread: Spread 1.75%
- 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread: Spread 2.00%
- 1 Year PIMCO Tactical Balanced Index Point to Point with Spread: Spread 2.25%
- PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR : Part Rate 170%
- Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR : Part Rate 175%
- BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR : Part Rate 185%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate: Part Rate 270%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 265%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate: Part Rate 290%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate : Part Rate 240%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate : Part Rate 235%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate : Part Rate 250%
Allianz Accumulation Advantage 100,000+
- S&P 500 Annual Point-to-Point: Cap 11.000%
- S&P 500 Monthly Sum: Cap 3.500%
- Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap: Cap 11.250%
- PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap: Cap 11.250%
- BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap: Cap 11.250%
- Fixed Interest: Rate 5.00%
- 1 Year BlackRock iBLD Claria Index Point to Point with Spread: Spread 1.00%
- 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread: Spread 1.25%
- 1 Year PIMCO Tactical Balanced Index Point to Point with Spread: Spread 1.50%
- PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR : Part Rate 185%
- Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR : Part Rate 190%
- BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR : Part Rate 200%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate: Part Rate 285%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 280%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate: Part Rate 310%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate : Part Rate 260%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate : Part Rate 255%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate : Part Rate 270%
Allianz Benefit Control 20,000+
- 1-Year S&P 500 Monthly Sum Cap: Cap 2.400%
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 6.000%
- 1-Year Bloomberg US Dynamic Balance Index II w/ Spread: Spread 2.85%
- 1-Year Bloomberg US Dynamic Balance Index II w/ Cap: Cap 4.500%
- Fixed Interest Account: Rate 3.10%
- 1-Year PIMCO Tactical Balanced Index w/ Spread: Spread 3.10%
- 1-Year PIMCO Tactical Balanced Index w/ Cap: Cap 4.500%
- BlackRock iBLD Claria Annual Point-to-Point w/Cap: Cap 4.500%
- BlackRock iBLD Claria Annual Point-to-Point w/Spread: Spread 2.60%
- 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%
- BlackRock iBLD Claria ER Annual Point-to-Point w/PR : Part Rate 135%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate: Part Rate 150%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 160%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate: Part Rate 165%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate : Part Rate 185%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate : Part Rate 180%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate : Part Rate 195%
Allianz Core Income 7 Annuity 10,000+
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 8.000%
- 1-Year Nasdaq-100 Annual Point-to-Point Cap: Cap 8.000%
- 1-Year Russell 2000 Annual Point-to-Point Cap: Cap 8.000%
- 1-Year Bloomberg Dynamic Balance II with Spread: Spread 1.00%
- 1-Year Bloomberg Dynamic Balance II with Cap: Cap 8.750%
- Fixed Interest Account : Rate 4.30%
- 1-Year Bloomberg US Dynamic Balance II ER Index PR: Part Rate 175%
- 2-Year Bloomberg US Dynamic Balance II ER Index PR: Part Rate 250%
Allianz Essential Income 7 10,000+
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 8.000%
- 1-Year Bloomberg Dynamic Balance II with Cap: Cap 8.750%
- Fixed Interest Account : Rate 4.30%
December 7, 2022 – Effective Date of Change
Guaranty Income Life
- AnnuiCare 10 (LTC) 36,500+ 3.30%
- AnnuiCare 5 (LTC) 36,500+ 3.00%
- AnnuiCare 7 (LTC) 36,500+ 3.15%
- FlexPlus 10 5,000+ 3.30%
- FlexPlus 5 5,000+ 3.00%
- FlexPlus 7 5,000+ 3.15%
Fixed Indexed Annuity
WealthChoice 10 20,000+
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 10.000%
- 1-Year S&P 500 Annual Point-to-Point Par Rate: Part Rate 45%
- 1-Year S&P 500 Monthly Sum: Cap 3.500%
- Fixed Rate: Rate 3.00%
- 1-Year Horizon Ascend 5% Point-to-Point Par Rate: Part Rate 160%
WealthChoice 10 PREMIUM BONUS 20,000+
- Fixed Rate: Rate 3.00%
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 8.750%
- 1-Year S&P 500 Annual Point-to-Point Par Rate: Part Rate 35%
- 1-Year S&P 500 Monthly Sum: Cap 3.500%
- 1-Year Horizon Ascend 5% Point-to-Point Par Rate: Part Rate 120%
WealthChoice 5 20,000+
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 10.000%
- 1-Year S&P 500 Annual Point-to-Point Par Rate: Part Rate 40%
- 1-Year S&P 500 Monthly Sum: Cap 3.500%
- Fixed Rate: Rate 3.00%
- 1-Year Horizon Ascend 5% Point-to-Point Par Rate: Part Rate 155%
WealthChoice 7 20,000+
- 1-Year S&P 500 Annual Point-to-Point Cap: Cap 10.250%
- 1-Year S&P 500 Annual Point-to-Point Par Rate: Part Rate 43%
- 1-Year S&P 500 Monthly Sum: Cap 3.500%
- Fixed Rate: Rate 3.00%
- 1-Year Horizon Ascend 5% Point-to-Point Par Rate: Part Rate 160%
MYGA
- Guaranty Rate Lock 10 10,000+ 4.90%
- Guaranty Rate Lock 10 100,000+ 5.00%
- Guaranty Rate Lock 10 250,000+ 5.00%
- Guaranty Rate Lock 10 (Non MVA) 10,000+ 4.65%
- Guaranty Rate Lock 10 (Non MVA) 100,000+ 4.75%
- Guaranty Rate Lock 10 (Non MVA) 250,000+ 4.75%
- Guaranty Rate Lock 10 (Non MVA) Fee Based 10,000+ 5.00%
- Guaranty Rate Lock 10 (Non MVA) Fee Based 100,000+ 5.10%
- Guaranty Rate Lock 10 (Non MVA) Fee Based 250,000+ 5.10%
- Guaranty Rate Lock 10 Fee Based 10,000+ 5.25%
- Guaranty Rate Lock 10 Fee Based 100,000+ 5.35%
- Guaranty Rate Lock 10 Fee Based 250,000+ 5.35%
- Guaranty Rate Lock 3 10,000+ 4.80%
- Guaranty Rate Lock 3 100,000+ 4.90%
- Guaranty Rate Lock 3 250,000+ 4.90%
- Guaranty Rate Lock 3 (Non MVA) 10,000+ 4.55%
- Guaranty Rate Lock 3 (Non MVA) 100,000+ 4.65%
- Guaranty Rate Lock 3 (Non MVA) 250,000+ 4.65%
- Guaranty Rate Lock 3 (Non MVA) Fee Based 10,000+ 4.70%
- Guaranty Rate Lock 3 (Non MVA) Fee Based 100,000+ 4.80%
- Guaranty Rate Lock 3 (Non MVA) Fee Based 250,000+ 4.80%
- Guaranty Rate Lock 3 Fee Based 10,000+ 4.95%
- Guaranty Rate Lock 3 Fee Based 100,000+ 5.05%
- Guaranty Rate Lock 3 Fee Based 250,000+ 5.05%
- Guaranty Rate Lock 4 10,000+ 4.90%
- Guaranty Rate Lock 4 100,000+ 5.00%
- Guaranty Rate Lock 4 250,000+ 5.00%
- Guaranty Rate Lock 4 (Non MVA) 10,000+ 4.65%
- Guaranty Rate Lock 4 (Non MVA) 100,000+ 4.75%
- Guaranty Rate Lock 4 (Non MVA) 250,000+ 4.75%
- Guaranty Rate Lock 4 (Non MVA) Fee Based 10,000+ 4.85%
- Guaranty Rate Lock 4 (Non MVA) Fee Based 100,000+ 4.95%
- Guaranty Rate Lock 4 (Non MVA) Fee Based 250,000+ 4.95%
- Guaranty Rate Lock 4 Fee Based 10,000+ 5.10%
- Guaranty Rate Lock 4 Fee Based 100,000+ 5.20%
- Guaranty Rate Lock 4 Fee Based 250,000+ 5.20%
- Guaranty Rate Lock 5 10,000+ 5.10%
- Guaranty Rate Lock 5 100,000+ 5.20%
- Guaranty Rate Lock 5 250,000+ 5.20%
- Guaranty Rate Lock 5 (Non MVA) 10,000+ 4.85%
- Guaranty Rate Lock 5 (Non MVA) 100,000+ 4.95%
- Guaranty Rate Lock 5 (Non MVA) 250,000+ 4.95%
- Guaranty Rate Lock 5 (Non MVA) Fee Based 10,000+ 5.15%
- Guaranty Rate Lock 5 (Non MVA) Fee Based 100,000+ 5.25%
- Guaranty Rate Lock 5 (Non MVA) Fee Based 250,000+ 5.25%
- Guaranty Rate Lock 5 Fee Based 10,000+ 5.40%
- Guaranty Rate Lock 5 Fee Based 100,000+ 5.50%
- Guaranty Rate Lock 5 Fee Based 250,000+ 5.50%
December 10, 2022 – Effective Date of Change
The Ohio State Life Insurance Company
MYGA
- Nex10 10,000+ 5.00%
- Nex3 10,000+ 4.50%
- Nex5 10,000+ 5.00%
- Nex7 10,000+ 5.00%