July 26, 2023 – Effective Date of Change
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 9.750%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate: 4.10%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 21.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 9.750%
- 1 Year Russell 2000 Point to Point with Cap : Cap 9.750%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 190%
- 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 5 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.500%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed Rate: Rate: 4.25%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 22.000%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.500%
- 1 Year Russell 2000 Point to Point with Cap : Cap 10.500%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 200%
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 7.750%
- 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 :
MYGA
- SecureFore 3 10,000+ 4.70%
- SecureFore 3 100,000+ 4.95%
- SecureFore 5 10,000+ 4.95%
- SecureFore 5 100,000+ 5.15%
- SecureFore 7 10,000+ 4.95%
- SecureFore 7 100,000+ 5.15%