July 10, 2024 – Effective Date of Change
Global Atlantic Financial Group
ForeAccumulation II 10 With Premium Enhancement Rider 100,000+
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 6%
- 2 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 150%
- 1 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 120%
- 2 Year Franklin US Index Point to Point with PR: Part Rate 150%
- 1 Year Franklin US Index Point to Point with PR: Part Rate 120%
- 2 Year PIMCO Balanced Point to Point with PR: Part Rate 205%
- 1 Year S&P 500 Point to Point with Locked Cap (5 Year Rate Guaranty): Cap 6.25%
- 2 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 150%
- 1 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 120%
- 2 Year Franklin US Point to Point with Spread : Spread 0.5%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 150%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 7%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap : Cap 13%
- 1 Year S&P 500 Point-to-Point with Cap: Cap 7%
- 1 Year Fixed Rate Account: Rate: 3.5%
ForeAccumulation II 5 25,000+
- 1 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 150%
- 2 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 205%
- 2 Year PIMCO Balanced Point to Point with PR: Part Rate 285%
- 1 Year Franklin US Index Point to Point with PR: Part Rate 150%
- 2 Year Franklin US Index Point to Point with PR: Part Rate 205%
- 2 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 205%
- 1 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 150%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 17.75%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.5%
- 1 Year Fixed Rate Account: Rate: 4.65%
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.5%
- 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 8.25%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year S&P 500 Point to Point with Locked Cap: Cap 9.85%
ForeAccumulation II 5 100,000+
- 1 Year S&P 500 Point to Point with Locked Cap: Cap 9.85%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 8.5%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 205%
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.75%
- 1 Year Fixed Rate Account: Rate: 4.75%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.75%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 18%
- 1 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 155%
- 2 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 210%
- 2 Year Franklin US Index Point to Point with PR: Part Rate 210%
- 1 Year Franklin US Index Point to Point with PR: Part Rate 155%
- 2 Year PIMCO Balanced Point to Point with PR: Part Rate 290%
- 2 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 210%
- 1 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 155%
ForeAccumulation II 7 25,000+
- 1 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 150%
- 2 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 205%
- 2 Year PIMCO Balanced Point to Point with PR: Part Rate 285%
- 1 Year Franklin US Index Point to Point with PR: Part Rate 150%
- 2 Year Franklin US Index Point to Point with PR: Part Rate 205%
- 1 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 150%
- 2 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 205%
- 1 Year S&P 500 Point-to-Point with Cap: Cap 10.75%
- 1 Year Fixed Rate Account: Rate: 4.8%
- 1 Year BlackRock Diversa Volatility Control with Cap: Cap 17.75%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 10.75%
- 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 8.25%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year S&P 500 Point to Point with Locked Cap: Cap 9.85%
ForeAccumulation II 7 100,000+
- 1 Year S&P 500 Point to Point with Locked Cap: Cap 9.85%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year S&P 500 Point to Point with Performance Trigger : Cap 8.5%
- 1 Year PIMCO Balanced Point to Point with Participation Rate : Part Rate 205%
- 1 Year MSCI EAFE Point to Point with Cap : Cap 11%
- 1 Year BlackRock Diversa Volatility Control with Cap: Cap 18%
- 1 Year Fixed Rate Account: Rate: 4.9%
- 1 Year S&P 500 Point-to-Point with Cap: Cap 11%
- 2 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 210%
- 1 Year JP Morgan Cross-Asset Strategy Point to Point with PR: Part Rate 155%
- 2 Year Franklin US Index Point to Point with PR: Part Rate 210%
- 1 Year Franklin US Index Point to Point with PR: Part Rate 155%
- 2 Year PIMCO Balanced Point to Point with PR: Part Rate 290%
- 2 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 210%
- 1 Year BlackRock Diversa Volatility Control Point to Point with PR: Part Rate 155%
MYGA
- SecureFore 3 10,000+ 4.80%
- SecureFore 3 100,000+ 5.05%
- SecureFore 5 10,000+ 4.90%
- SecureFore 5 100,000+ 5.15%
- SecureFore 7 10,000+ 4.90%
- SecureFore 7 100,000+ 5.15%
Pacific Guardian Life
MYGA
- Diamond Head 10 10,000+ 5.30%
- Diamond Head 3 10,000+ 5.00%
- Diamond Head 4 10,000+ 5.00%
- Diamond Head 5 10,000+ 5.30%
- Diamond Head 6 10,000+ 5.30%
- Diamond Head 7 10,000+ 5.30%
- Diamond Head 8 10,000+ 5.30%
- Diamond Head 9 10,000+ 5.30%
July 15, 2024 – Effective Date of Change
AuguStar
MYGA
- LunarGuard 3 10,000+ 4.90%
- LunarGuard 3 100,000+ 5.10%
- LunarGuard 5 10,000+ 4.90%
- LunarGuard 5 100,000+ 5.10%
- LunarGuard 7 10,000+ 4.90%
- LunarGuard 7 100,000+ 5.10%
Fidelity & Guaranty Life
MYGA
- FG Guarantee-Platinum 3 20,000+ 5.10%
- FG Guarantee-Platinum 5 20,000+ 5.30%
- FG Guarantee-Platinum 7 20,000+ 5.30%
MassMutual Ascend Life Insurance Company
MYGA
- SecureGain 3 10,000+ 3.80%
- SecureGain 3 100,000+ 4.25%
- SecureGain 3 Non-MVA 10,000+ 3.70%
- SecureGain 3 Non-MVA 100,000+ 3.90%
- SecureGain 5 10,000+ 4.65% w/ 0.25% Bonus
- SecureGain 5 100,000+ 4.90% w/ 0.25% Bonus
- SecureGain 5 No MVA 10,000+ 4.55%
- SecureGain 5 No MVA 100,000+ 4.70% w/ 0.25% Bonus
- SecureGain 7 10,000+ 4.69% w/ 1.00% Bonus
- SecureGain 7 100,000+ 4.94% w/ 1.00% Bonus
- SecureGain 7 No MVA 10,000+ 4.64% w/ 1.00% Bonus
- SecureGain 7 No MVA 100,000+ 4.74% w/ 1.00% Bonus