February 21, 2023 – Effective Date of Change
Lincoln Financial Group
Fixed Indexed Annuity
Lincoln OptiBlend 10 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.75%
- 1-Year Fixed Account: Rate 3.60%
- 1-Year S&P 500 Participation: Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 150%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 220%
- 1-Year S&P 500 Performance Triggered : Cap 6.50%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 1.25%
- 1-Year S&P 500 5% Daily Risk Control ER Spread : Spread 0.25%
Lincoln OptiBlend 10 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.00%
- 1-Year S&P 500 Participation : Part Rate 30%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 135%
- 1-Year Fixed Account: Rate 3.15%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 150%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 195%
- 1-Year S&P 500 Performance Triggered : Cap 6.00%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 1.00%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 5 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.00%
- 1-Year Fixed Account: Rate 4.00%
- 1-Year S&P 500 Participation : Part Rate 40%
- 1 Year Fidelity AIM Dividend Index Participation: Part Rate 160%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 220%
- 1-Year S&P 500 Performance Triggered : Cap 7.00%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 5 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.00%
- 1-Year S&P 500 Participation : Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 150%
- 1-Year Fixed Account: Rate 3.70%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 165%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 210%
- 1-Year S&P 500 Performance Triggered : Cap 7.00%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 7 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.25%
- 1-Year Fixed Account: Rate 4.00%
- 1-Year S&P 500 Participation: Part Rate 40%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 160%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 220%
- 1-Year S&P 500 Performance Triggered : Cap 7.25%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 7 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.05%
- 1-Year S&P 500 Participation: Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 155%
- 1-Year Fixed Account: Rate 3.75%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 170%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 215%
- 1-Year S&P 500 Performance Triggered : Cap 7.05%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Feburary 22, 2023 – Effective Date of Change
American Equity Investment Life Insurance Company
Fixed Indexed Annuity
AssetShield 10 5,000+
- S&P 500 Annual Pt to Pt with Cap: Cap 11.000%
- S&P 500 Monthly Sum Pt to Pt with Cap: Cap 2.600%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR: Part Rate 170%
- S&P 500 Annual Pt to Pt with PR: Part Rate 30%
- S&P 500 NeXt Monthly Pt to Pt with Replacement Rate: Cap 0.100%
- 1 Year Fixed Account: Rate 4.00%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR: Part Rate 230%
- BofA Destinations Index Annual Pt to Pt with PR: Part Rate 135%
- CS Tech Edge Annual Pt to Pt with PR: Part Rate 140%
- SG Global Sentiment Annual Pt to Pt with PR: Part Rate 135%
- BofA Destinations Index 2-Year Pt to Pt with PR : Part Rate 200%
- CS Tech Edge 2-Year Pt to Pt with PR : Part Rate 210%
- SG Global Sentiment 2-Year Pt to Pt with PR : Part Rate 195%
- S&P 500 Annual Pt to Pt with Cap and Fee: Cap 13.000%
- S&P 500 Monthly Pt to Pt with Cap and Fee: Cap 3.400%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR and Fee: Part Rate 245%
- S&P 500 Annual Pt to Pt with PR and Fee: Part Rate 45%
- S&P 500 NeXt Monthly Pt to Pt with Replacement Rate with Fee: Cap 1.200%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR and Fee: Part Rate 345%
- BofA Destinations Index Annual Pt to Pt with PR and Fee: Part Rate 225%
- CS Tech Edge Annual Pt to Pt with PR and Fee: Part Rate 235%
- SG Global Sentiment Annual Pt to Pt with PR and Fee: Part Rate 220%
- BofA Destinations Index 2-Year Pt to Pt with PR and Fee: Part Rate 330%
- CS Tech Edge 2-Year Pt to Pt with PR and Fee: Part Rate 350%
- SG Global Sentiment 2-Year Pt to Pt with PR and Fee: Part Rate 320%
AssetShield 5 5,000+
- S&P 500 Annual Pt to Pt w/Cap: Cap 10.000%
- S&P 500 Monthly Pt to Pt w/Cap: Cap 2.300%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index: Part Rate 145%
- S&P 500 Annual Pt to Pt w/PR: Part Rate 24%
- S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate: Cap 0.100%
- 1 Year Fixed Account: Rate 3.35%
- BofA Destinations Index Annual Pt to Pt w/PR: Part Rate 110%
- CS Tech Edge Annual Pt to Pt w/PR: Part Rate 115%
- SG Global Sentiment Annual Pt to Pt w/PR: Part Rate 110%
- S&P 500 Annual Pt to Pt w/Cap *FEE*: Cap 12.000%
- S&P 500 Monthly Pt to Pt w/Cap *FEE*: Cap 3.100%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index *FEE*: Part Rate 230%
- S&P 500 Annual Pt to Pt w/PR *FEE*: Part Rate 38%
- S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate *FEE*: Cap 1.200%
- BofA Destinations Index Annual Pt to Pt w/PR *FEE*: Part Rate 210%
- CS Tech Edge Annual Pt to Pt w/PR *FEE*: Part Rate 215%
- SG Global Sentiment Annual Pt to Pt w/PR *FEE*: Part Rate 210%
AssetShield 7 5,000+
- S&P 500 Annual Pt to Pt w/Cap: Cap 10.750%
- S&P 500 Monthly Pt to Pt w/Cap: Cap 2.500%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index: Part Rate 160%
- S&P 500 Annual Pt to Pt w/PR: Part Rate 29%
- S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate: Cap 0.100%
- 1 Year Fixed Account: Rate 3.75%
- BofA Destinations Index Annual Pt to Pt w/PR: Part Rate 125%
- CS Tech Edge Annual Pt to Pt w/PR: Part Rate 130%
- SG Global Sentiment Annual Pt to Pt w/PR: Part Rate 125%
- S&P 500 Annual Pt to Pt w/Cap *FEE*: Cap 12.750%
- S&P 500 Monthly Pt to Pt w/Cap *FEE*: Cap 3.300%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index *FEE*: Part Rate 240%
- S&P 500 Annual Pt to Pt w/PR *FEE*: Part Rate 43%
- S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate *FEE*: Cap 1.200%
- BofA Destinations Index Annual Pt to Pt w/PR *FEE*: Part Rate 220%
- CS Tech Edge Annual Pt to Pt w/PR *FEE*: Part Rate 225%
- SG Global Sentiment Annual Pt to Pt w/PR *FEE*: Part Rate 215%
AssetShield 9 CA 5,000+
- S&P 500 Annual Pt to Pt w/Cap: Cap 11.000%
- S&P 500 Monthly Pt to Pt w/Cap: Cap 2.600%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR: Part Rate 170%
- S&P 500 Annual Pt to Pt w/PR: Part Rate 30%
- S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate: Cap 0.100%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR: Part Rate 230%
- Traditional Fixed Value: Rate 4.00%
- BofA Destinations Index Annual Pt to Pt w/PR: Part Rate 135%
- CS Tech Edge Annual Pt to Pt w/PR: Part Rate 140%
- SG Global Sentiment Annual Pt to Pt w/PR: Part Rate 135%
- BofA Destinations Index Annual Pt to Pt w/PR *FEE*: Part Rate 225%
- CS Tech Edge Annual Pt to Pt w/PR *FEE*: Part Rate 235%
- SG Global Sentiment Annual Pt to Pt w/PR *FEE*: Part Rate 220%
- BofA Destinations Index 2 Year Pt to Pt w/PR : Part Rate 200%
- BofA Destinations Index 2 Year Pt to Pt w/PR *FEE*: Part Rate 330%
- CS Tech Edge 2 Year Pt to Pt w/PR : Part Rate 210%
- CS Tech Edge 2 Year Pt to Pt w/PR *FEE*: Part Rate 350%
- SG Global Sentiment 2 Year Pt to Pt w/PR : Part Rate 195%
- SG Global Sentiment 2 Year Pt to Pt w/PR *FEE*: Part Rate 320%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR *FEE*: Part Rate 245%
- S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR *FEE*: Part Rate 345%
- S&P 500 Annual Pt to Pt w/Cap *FEE*: Cap 13.000%
- S&P 500 Monthly Pt to Pt w/Cap *FEE*: Cap 3.400%
- S&P 500 Annual Pt to Pt w/PR *FEE*: Part Rate 45%
- S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate *FEE*: Cap 1.200%
Global Atlantic Financial Group
Fixed Indexed Annuity
ForeAccumulation II 10 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 9.250%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate 3.85%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap : Cap 21.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 9.250%
- 1 Year Russell 2000 Point to Point with Cap : Cap 9.250%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 185%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 7.000%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 10 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.000%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate 4.00%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap : Cap 22.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.000%
- 1 Year Russell 2000 Point to Point with Cap : Cap 10.000%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 195%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 7.500%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 5 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 8.750%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate 3.75%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 19.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 8.750%
- 1 Year Russell 2000 Point to Point with Cap : Cap 8.750%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 150%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 6.750%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 5 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 9.500%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate 3.90%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 20.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 9.500%
- 1 Year Russell 2000 Point to Point with Cap : Cap 9.500%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 160%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 7.250%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 7 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 9.250%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate 3.85%
- 1 Year BlackRock Diversa Volatility Control with Cap: Cap 21.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 9.250%
- 1 Year Russell 2000 Point to Point with Cap : Cap 9.250%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 185%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 7.000%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 7 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.000%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate 4.00%
- 1 Year BlackRock Diversa Volatility Control with Cap: Cap 22.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.000%
- 1 Year Russell 2000 Point to Point with Cap : Cap 10.000%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 195%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 7.500%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II Advisory 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.750%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 22.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.750%
- 1 Year Russell 2000 Point to Point with Cap : Cap 10.750%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 180%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 8.000%
- 2 Year Franklin US Point to Point with Spread :
- Fixed Rate: Rate 4.25%
February 25, 2023
Athene IA
MYGA
- Athene Max Rate 3 10,000+ 4.35%
- Athene Max Rate 3 100,000+ 4.60%
- Athene Max Rate 3 (state specific) 10,000+ 4.35%
- Athene Max Rate 3 (state specific) 100,000+ 4.60%
- Athene Max Rate 5 10,000+ 4.80%
- Athene Max Rate 5 100,000+ 5.20%
- Athene Max Rate 5 (state specific) 10,000+ 4.75%
- Athene Max Rate 5 (state specific) 100,000+ 5.15%
- Athene Max Rate 7 10,000+ 4.85%
- Athene Max Rate 7 100,000+ 5.25%
- Athene Max Rate 7 (state specific) 10,000+ 4.80%
- Athene Max Rate 7 (state specific) 100,000+ 5.20%
- Athene MYG 3 5,000+ 3.95%
- Athene MYG 3 100,000+ 4.30%
- Athene MYG 3 MVA 5,000+ 4.20%
- Athene MYG 3 MVA 100,000+ 4.55%
- Athene MYG 3 ROP 5,000+ 3.80%
- Athene MYG 3 ROP 100,000+ 4.05%
- Athene MYG 5 5,000+ 4.40%
- Athene MYG 5 100,000+ 4.80%
- Athene MYG 5 MVA 5,000+ 4.65%
- Athene MYG 5 MVA 100,000+ 5.05%
- Athene MYG 5 ROP 5,000+ 4.20%
- Athene MYG 5 ROP 100,000+ 4.60%
- Athene MYG 7 5,000+ 4.50%
- Athene MYG 7 100,000+ 4.90%
- Athene MYG 7 MVA 5,000+ 4.70%
- Athene MYG 7 MVA 100,000+ 5.10%
- Athene MYG 7 ROP 5,000+ 4.25%
- Athene MYG 7 ROP 100,000+ 4.65%
