July 15, 2022 – Effective Date of Change
Guaranty Income Life
MYGA
- Guaranty Rate Lock 3 10,000+ 3.85%
- Guaranty Rate Lock 3 100,000+ 3.95%
- Guaranty Rate Lock 3 250,000+ 3.95%
- Guaranty Rate Lock 3 (Non MVA) 10,000+ 3.60%
- Guaranty Rate Lock 3 (Non MVA) 100,000+ 3.70%
- Guaranty Rate Lock 3 (Non MVA) 250,000+ 3.70%
Lincoln Financial Group
Fixed Indexed Annuity
Lincoln OptiBlend 10 10,000+
- 1-Year S&P 500 5% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.75%
- 1-Year Fixed Account: Rate 3.25%
- 1-Year S&P 500 Participation: Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 135%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 155%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 215%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 200%
Lincoln OptiBlend 10 100,000+
- 1-Year S&P 500 5% Daily Risk Control with Spread: Spread 0.25%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.25%
- 1-Year Fixed Account: Rate 3.50%
- 1-Year S&P 500 Participation: Part Rate 38%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 160%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 180%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 230%
- 1 Year BlackRock Dynamic Allocation Participation Plus: Part Rate 225%
Lincoln OptiBlend 5 10,000+
- 1-Year S&P 500 5% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.40%
- 1-Year Fixed Account: Rate 3.75%
- 1-Year S&P 500 Participation: Part Rate 35%
- 1 Year Fidelity AIM Dividend Index Participation: Part Rate 125%
- 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%
Lincoln OptiBlend 5 100,000+
- 1-Year S&P 500 5% Daily Risk Control with Spread: Spread 0.25%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.90%
- 1-Year Fixed Account: Rate 4.00%
- 1-Year S&P 500 Participation: Part Rate 38%
- 1 Year Fidelity AIM Dividend Index 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%
Lincoln OptiBlend 7 10,000+
- 1-Year S&P 500 5% Daily Risk Control with Spread : Spread 0.50%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.45%
- 1-Year Fixed Account: Rate 3.75%
- 1-Year S&P 500 Participation: Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 125%
- 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%
Lincoln OptiBlend 7 100,000+
- 1-Year S&P 500 5% Daily Risk Control with Spread: Spread 0.25%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.95%
- 1-Year Fixed Account: Rate 4.00%
- 1-Year S&P 500 Participation: Part Rate 38%
- 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%
MYGA
- Lincoln MYGuarantee Plus 10 10,000+ 3.30%
- Lincoln MYGuarantee Plus 10 100,000+ 3.60%
- Lincoln MYGuarantee Plus 5 10,000+ 3.30%
- Lincoln MYGuarantee Plus 5 100,000+ 3.60%
- Lincoln MYGuarantee Plus 7 10,000+ 3.30%
- Lincoln MYGuarantee Plus 7 100,000+ 3.60%
July 18, 2022 – Effective Date of Change
AIG
FIxed Annuity
- American Pathway 5 – 1 Year Premium Bonus GROP 5,000+ 2.60%
- American Pathway 5 – 1 Year Premium Bonus GROP 100,000+ 2.90%
- American Pathway 5 – 1 Year Premium Bonus Non GROP 5,000+ 2.60%
- American Pathway 5 – 1 Year Premium Bonus Non GROP 100,000+ 2.90%
- American Pathway 5 – 3 Year GROP 5,000+ 2.65%
- American Pathway 5 – 3 Year GROP 100,000+ 2.95% w/ 0.30% Bonus
- American Pathway 5 – 3 Year Non GROP 5,000+ 2.70% w/ 0.10% Bonus
- American Pathway 5 – 3 Year Non GROP 100,000+ 3.00% w/ 0.40% Bonus
- American Pathway 7 – 1 Year Premium Bonus GROP 5,000+ 2.45%
- American Pathway 7 – 1 Year Premium Bonus GROP 100,000+ 2.75%
- American Pathway 7 – 1 Year Premium Bonus Non GROP 5,000+ 2.80%
- American Pathway 7 – 1 Year Premium Bonus Non GROP 100,000+ 3.10%
- American Pathway 7 – 3 Year GROP 5,000+ 2.35% w/ 0.30% Bonus
- American Pathway 7 – 3 Year GROP 100,000+ 2.65% w/ 0.60% Bonus
- American Pathway 7 – 3 Year Non GROP 5,000+ 2.65% w/ 0.30% Bonus
- American Pathway 7 – 3 Year Non GROP 100,000+ 2.95% w/ 0.60% Bonus
MYGA
- American Pathway Fixed 5 Annuity – GROP 5,000+ 2.50%
- American Pathway Fixed 5 Annuity – GROP 100,000+ 3.00%
- American Pathway Fixed 5 Annuity – GROP with MVA 5,000+ 2.65%
- American Pathway Fixed 5 Annuity – GROP with MVA 100,000+ 3.15%
- American Pathway Fixed 5 Annuity – No GROP 5,000+ 2.65%
- American Pathway Fixed 5 Annuity – No GROP 100,000+ 3.15%
- American Pathway Fixed 5 Annuity – No GROP with MVA 5,000+ 2.90%
- American Pathway Fixed 5 Annuity – No GROP with MVA 100,000+ 3.40%
- American Pathway Fixed 7 Annuity – GROP 5,000+ 2.50%
- American Pathway Fixed 7 Annuity – GROP 100,000+ 3.00%
- American Pathway Fixed 7 Annuity – GROP with MVA 5,000+ 2.65%
- American Pathway Fixed 7 Annuity – GROP with MVA 100,000+ 3.15%
- American Pathway Fixed 7 Annuity – No GROP 5,000+ 2.75%
- American Pathway Fixed 7 Annuity – No GROP 100,000+ 3.25%
- American Pathway Fixed 7 Annuity – No GROP with MVA 5,000+ 3.00%
- American Pathway Fixed 7 Annuity – No GROP with MVA 100,000+ 3.50%
Global Atlantic Financial Group
MYGA
- SecureFore 3 10,000+ 3.00%
- SecureFore 3 100,000+ 3.35%
- SecureFore 5 10,000+ 3.40%
- SecureFore 5 100,000+ 3.70%
July 19, 2022 – Effective Date of Change
Allianz Life Insurance Company of North America
Fixed Indexed Annuity
Allianz Accumulation Advantage 20,000+
- S&P 500 Annual Point-to-Point: Cap 6.25%
- S&P 500 Monthly Sum: Cap 2.50%
- Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap: Cap 7.25%
- PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap: Cap 7.00%
- BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap: Cap 7.50%
- Fixed Interest: Rate 3.25%
- 1 Year BlackRock iBLD Claria Index Point to Point with Spread: Spread 2.25%
- 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread: Spread 2.50%
- 1 Year PIMCO Tactical Balanced Index Point to Point with Spread: Spread 2.75%
- PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR : Part Rate 120%
- Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR : Part Rate 125%
- BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR : Part Rate 130%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate: Part Rate 210%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 205%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate: Part Rate 220%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate : Part Rate 180%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate : Part Rate 175%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate : Part Rate 185%
Allianz Accumulation Advantage 100,000+
- S&P 500 Annual Point-to-Point: Cap 8.00%
- S&P 500 Monthly Sum: Cap 2.80%
- Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap: Cap 8.75%
- PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap: Cap 8.50%
- BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap: Cap 9.00%
- Fixed Interest: Rate 3.55%
- 1 Year BlackRock iBLD Claria Index Point to Point with Spread: Spread 1.50%
- 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread: Spread 1.75%
- 1 Year PIMCO Tactical Balanced Index Point to Point with Spread: Spread 2.00%
- PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR : Part Rate 135%
- Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR : Part Rate 140%
- BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR : Part Rate 145%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate: Part Rate 225%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate: Part Rate 220%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate: Part Rate 240%
- 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%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate : Part Rate 200%