June 27, 2022 – Effective Date of Change
American General Life Insurance Company
Fixed Index Annuity:
AG Choice Index 10 25,000+
- 1 Year S&P 500 Annual Point to Point: Cap 7.50%
- 1 Year Fixed Account: Rate 3.00%
- 1 Year S&P 500 Annual Point to Point Participation: Part Rate 42%
- 1 Year Russel 2000 Annual Point to Point: Cap 6.75%
- 1 Year MSCI EAFE Annual Point to Point: Cap 6.75%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 75%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 107%
- 1 Year Franklin Quality Dividend Point to Point with PR: Part Rate 102%
AG Choice Index 10 100,000+
- 1 Year S&P 500 Annual Point to Point: Cap 8.50%
- 1 Year Fixed Account: Rate 3.00%
- 1 Year S&P 500 Annual Point to Point Participation: Part Rate 45%
- 1 Year Russel 2000 Annual Point to Point: Cap 7.75%
- 1 Year MSCI EAFE Annual Point to Point: Cap 7.75%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 90%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 127%
- 1 Year Franklin Quality Dividend Point to Point with PR: Part Rate 122%
AG Choice Index 10 (LIP) 25,000+
- 1 Year S&P 500 Annual Point to Point: Cap 6.30%
- 1 Year S&P 500 Annual Point to Point Participation: Part Rate 37%
- 1 Year Russel 2000 Annual Point to Point: Cap 6.35%
- 1 Year MSCI EAFE Annual Point to Point: Cap 6.35%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 65%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 92%
- 1 Year Fixed Account: Rate 2.75%
- 1 Year Franklin Quality Dividend Point to Point with PR: Part Rate 87%
AG Choice Index 10 (LIP) 100,000+
- 1 Year S&P 500 Annual Point to Point: Cap 7.00%
- 1 Year S&P 500 Annual Point to Point Participation: Part Rate 39%
- 1 Year Russel 2000 Annual Point to Point: Cap 7.25%
- 1 Year MSCI EAFE Annual Point to Point: Cap 7.25%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 80%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 107%
- 1 Year Fixed Account: Rate 2.75%
- 1 Year Franklin Quality Dividend Point to Point with PR: Part Rate 102%
AG Choice Index 10 (LIPM) 25,000+
- 1 Year S&P 500 Annual Point to Point: Cap 6.30%
- 1 Year S&P 500 Annual Point to Point Participation: Part Rate 37%
- 1 Year Russel 2000 Annual Point to Point: Cap 6.35%
- 1 Year MSCI EAFE Annual Point to Point: Cap 6.35%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 65%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 92%
- 1 Year Fixed Account: Rate 2.75%
- 1 Year Franklin Quality Dividend Point to Point with PR: Part Rate 87%
AG Choice Index 10 (LIPM) 100,000+
- 1 Year S&P 500 Annual Point to Point: Cap 7.00%
- 1 Year S&P 500 Annual Point to Point Participation: Part Rate 39%
- 1 Year Russel 2000 Annual Point to Point: Cap 7.25%
- 1 Year MSCI EAFE Annual Point to Point: Cap 7.25%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 80%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 107%
- 1 Year Fixed Account: Rate 2.75%
- 1 Year Franklin Quality Dividend Point to Point with PR: Part Rate 102%
AIG X5 Advantage 25,000+
- 1-Year Morgan Stanley Expanded Horizons: Part Rate 110%
- 5-Year Strategy Morgan Stanley Expanded Horizons: Part Rate 150%
- 10-Year Strategy Morgan Stanley Expanded Horizons: Part Rate 200%
- 1-Year PIMCO Global Elite Markets: Part Rate 110%
- 5-Year Strategy PIMCO Global Elite Markets: Part Rate 150%
- 10-Year Strategy PIMCO Global Elite Markets: Part Rate 200%
- 1-Year S&P 500 Daily Risk Control 7% USD ER: Part Rate 80%
Power 10 Protector 25,000+
- 1 Year S&P 500 Annual Point to Point: Cap 7.25%
- 1 Year Fixed Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 38%
- 1 Year Russell 2000 Annual Point to Point: Cap 6.75%
- 1 Year MSCI EAFE Annual Point to Point: Cap 6.75%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 62%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 90%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Spread 1.00% Part Rate 150%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Part Rate 180%
Power 10 Protector 100,000+
- 1 Year S&P 500 Annual Point to Point: Cap 8.25%
- 1 Year Fixed Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 43%
- 1 Year Russell 2000 Annual Point to Point: Cap 7.75%
- 1 Year MSCI EAFE Annual Point to Point: Cap 7.75%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 77%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 115%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Spread 1.00% Part Rate 175%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Part Rate 200%
Power 10 Protector Plus Income 25,000+
- 1 Year S&P 500 Annual Point to Point: Cap 7.25%
- 1 Year Fixed Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 38%
- 1 Year Russell 2000 Annual Point to Point: Cap 6.75%
- 1 Year MSCI EAFE Annual Point to Point: Cap 6.75%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 62%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 90%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Spread 1.00% Part Rate 150%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Part Rate 180%
Power 10 Protector Plus Income 100,000+
- 1 Year S&P 500 Annual Point to Point: Cap 8.25%
- 1 Year Fixed Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 43%
- 1 Year Russell 2000 Annual Point to Point: Cap 7.75%
- 1 Year MSCI EAFE Annual Point to Point: Cap 7.75%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 77%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 115%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Spread 1.00% Part Rate 175%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: Part Rate 200%
Power 5 Protector 25,000+
- 1 Year S&P 500 Annual Point-to-Point: Cap 6.650%
- 1 Year S&P 500 Annual Point-to-Point Participation Rate: Part Rate 35%
- 5 Year S&P 500 Annual Point-to-Point: Cap 28.00%
- 1 Year PIMCO Global Optima Index Participation Rate: Part Rate 60%
- 1 Year ML Strategic Balance Index Participation Rate: Part Rate 85%
- 1 Year Fixed Account: Rate 2.50%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 135%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 160%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 185%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 235%
- 1 Year S&P 500 Annual Point-to-Point Enhanced Participation Rate: Part Rate 45%
- 2 Year ML Strategic Balance Index Participation Rate: Part Rate 130%
- 2 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 175%
- 1 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 125%
- 2 Year PIMCO Global Optima Index Participation Rate: Part Rate 85%
- 1 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 85%
- 2 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 115%
Power 5 Protector 100,000+
- 1 Year S&P 500 Annual Point-to-Point: Cap 8.00%
- 1 Year S&P 500 Annual Point-to-Point Participation Rate: Part Rate 40%
- 5 Year S&P 500 Annual Point-to-Point: Cap 35.000%
- 1 Year Russell 2000 Point-to-Point: Cap 7.00%
- 1 Year PIMCO Global Optima Index Participation Rate: Part Rate 75%
- 1 Year ML Strategic Balance Index Participation Rate: Part Rate 110%
- 1 Year Fixed Account: Rate 2.50%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 150%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 175%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 200%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 235%
- 1 Year S&P 500 Annual Point-to-Point Enhanced Participation Rate: Part Rate 50%
- 2 Year ML Strategic Balance Index Participation Rate: Part Rate 155%
- 2 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 200%
- 1 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 150%
- 2 Year PIMCO Global Optima Index Participation Rate: Part Rate 100%
- 1 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 100%
- 2 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 130%
Power 7 Protector 25,000+
- Fixed Interest Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point: Cap 6.70%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 38%
- 1 Year Russell 2000 Annual Point to Point :
- 1 Year MSCI EAFE Annual Point to Point:
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 62%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 90%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 160%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 185%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 210%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 285%
- 1 Year S&P 500 Annual Point-to-Point Enhanced Participation Rate: Part Rate 51%
- 2 Year ML Strategic Balance Index Participation Rate: Part Rate 135%
- 2 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 190%
- 1 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 130%
- 2 Year PIMCO Global Optima Index Participation Rate: Part Rate 90%
- 1 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 90%
- 2 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 125%
Power 7 Protector 100,000+
- Fixed Interest Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point: Cap 8.10%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 42%
- 1 Year Russell 2000 Annual Point to Point: Cap 7.50%
- 1 Year MSCI EAFE Annual Point to Point: Cap 7.50%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 77%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 115%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 175%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 200%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 225%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 300%
- 1 Year S&P 500 Annual Point-to-Point Enhanced Participation Rate: Part Rate 55%
- 2 Year ML Strategic Balance Index Participation Rate: Part Rate 160%
- 2 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 215%
- 1 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 155%
- 2 Year PIMCO Global Optima Index Participation Rate: Part Rate 105%
- 1 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 105%
- 2 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 140%
Power 7 Protector Plus Income 25,000+
- 1-Year S&P 500 Annual Point-to-Point Account: Cap 6.70%
- 1-Year Fixed Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 38%
- 1 Year Russell 2000 Annual Point to Point:
- 1 Year MSCI EAFE Annual Point to Point:
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 62%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 90%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 160%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 185%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Enhanced Participation: Part Rate 90%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 210%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 285%
- 1 Year S&P 500 Annual Point-to-Point Enhanced Participation Rate: Part Rate 51%
- 2 Year ML Strategic Balance Index Participation Rate: Part Rate 135%
- 2 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 190%
- 1 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 130%
- 2 Year PIMCO Global Optima Index Participation Rate: Part Rate 90%
- 2 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 125%
Power 7 Protector Plus Income 100,000+
- 1-Year S&P 500 Annual Point-to-Point Account: Cap 8.10%
- 1-Year Fixed Account: Rate 2.60%
- 1 Year S&P 500 Annual Point to Point with Participation: Part Rate 42%
- 1 Year Russell 2000 Annual Point to Point:
- 1 Year MSCI EAFE Annual Point to Point:
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: Part Rate 77%
- 1 Year ML Strategic Balanced Annual Point to Point with Participation: Part Rate 115%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 175%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: Part Rate 200%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Enhanced Participation: Part Rate 105%
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 225%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Enhanced Participation Rate: Part Rate 300%
- 1 Year S&P 500 Annual Point-to-Point Enhanced Participation Rate: Part Rate 55%
- 2 Year ML Strategic Balance Index Participation Rate: Part Rate 160%
- 2 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 215%
- 1 Year ML Strategic Balance Index Enhanced Participation Rate: Part Rate 155%
- 2 Year PIMCO Global Optima Index Participation Rate: Part Rate 105%
- 2 Year PIMCO Global Optima Index Enhanced Participation Rate: Part Rate 140%
Power Select Builder 25,000+
- 1-Year S&P 500 Annual Point-to-Point Index Interest Account: Cap 7.25%
- 1-Year Fixed Interest Account: Rate 2.60%
- 2-Year MLStrategic Balanced Index with Spread: Spread 0.50%
- 2-Year PIMCO Global Optima Index with Spread: Spread 2.50%
- 2-Year S&P 500 Annual Point-to-Point with Participation Rate: Part Rate 44%
- 1-Year ML Strategic Balanced Index with Participation Rate: Part Rate 90%
- 1-Year PIMCO Global Optima Index with Participation Rate: Part Rate 60%
- 1 Year Russell 2000 Annual Point to Point: Part Rate 29%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 1.00% Part Rate 155%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 160%
Power Select Builder 100,000+
- 1-Year S&P 500 Annual Point-to-Point Index Interest Account: Cap 8.25%
- 1-Year Fixed Interest Account: Rate 2.60%
- 2-Year MLStrategic Balanced Index with Spread:
- 2-Year PIMCO Global Optima Index with Spread:
- 2-Year S&P 500 Annual Point-to-Point with Participation Rate: Part Rate 50%
- 1-Year ML Strategic Balanced Index with Participation Rate: Part Rate 115%
- 1-Year PIMCO Global Optima Index with Participation Rate: Part Rate 75%
- 1 Year Russell 2000 Annual Point to Point: Part Rate 35%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 1.00% Part Rate 180%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 180%
Power Select Builder 8 25,000+
- S&P 500 Annual Point-to-Point w/ Cap: Cap 4.25%
- S&P 500 Annual Point-to-Point w/ Participation : Part Rate 19%
- ML Strategic Balanced Index Point-to-Point w/ Spread: Spread 2.50%
- ML Strategic Balanced Index 2-Year Point-to-Point w/ Participation: Part Rate 100%
- PIMCO Global Optima Index 2-Year Point-to-Point w/ Participation: Part Rate 50%
- Fixed: Rate 2.25%
- 1 Year Russell 2000 Annual Point to Point: Cap 3.75%
- PIMCO Global Optima Index Annual Point-to-Point w/ Spread: Spread 5.00%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 100%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 2.00% Part Rate 140%
Power Select Builder 8 100,000+
- S&P 500 Annual Point-to-Point w/ Cap: Cap 5.000%
- S&P 500 Annual Point-to-Point w/ Participation : Part Rate 22%
- ML Strategic Balanced Index Point-to-Point w/ Spread: Spread 1.50%
- ML Strategic Balanced Index 2-Year Point-to-Point w/ Participation: Part Rate 110%
- PIMCO Global Optima Index 2-Year Point-to-Point w/ Participation: Part Rate 65%
- Fixed: Rate 2.25%
- 1 Year Russell 2000 Annual Point to Point: Cap 4.25%
- PIMCO Global Optima Index Annual Point-to-Point w/ Spread: Spread 4.00%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 115%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 2.00% Part Rate 170%
Power Select Plus Income 25,000+
- 1-Year S&P 500 Annual Point-to-Point Index Interest Account: Cap 5.25%
- 1-Year Fixed Interest Account: Rate 2.15%
- 2-Year MLStrategic Balanced Index with Spread: Spread 0.50%
- 2-Year PIMCO Global Optima Index with Spread: Spread 5.90%
- 2-Year S&P 500 Annual Point-to-Point with Participation Rate: Part Rate 36%
- 1-Year ML Strategic Balanced Index with Participation Rate: Part Rate 75%
- 1-Year PIMCO Global Optima Index with Participation Rate: Part Rate 47%
- 1-Year Russel 2000 Annual Point to Point with PR: Part Rate 20%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 1.00% Part Rate 110%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 130%
Power Select Plus Income 100,000+
- 1-Year S&P 500 Annual Point-to-Point Index Interest Account: Cap 6.00%
- 1-Year Fixed Interest Account: Rate 2.15%
- 2-Year MLStrategic Balanced Index with Spread :
- 2-Year PIMCO Global Optima Index with Spread: Spread 4.00%
- 2-Year S&P 500 Annual Point-to-Point with Participation Rate: Part Rate 40%
- 1-Year ML Strategic Balanced Index with Participation Rate: Part Rate 100%
- 1-Year PIMCO Global Optima Index with Participation Rate: Part Rate 60%
- 1-Year Russel 2000 Annual Point to Point with PR: Part Rate 25%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 1.00% Part Rate 130%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 150%
Power Select Plus Income with Multiplier® 25,000+
- 1-Year S&P 500 Annual Point-to-Point Index Interest Account: Cap 5.250%
- 2-Year MLStrategic Balanced Index with Spread: Spread 0.50%
- 1-Year Fixed Interest Account: Rate 2.15%
- 2-Year PIMCO Global Optima Index with Spread: Spread 5.90%
- 2-Year S&P 500 Annual Point-to-Point with Participation Rate: Part Rate 36%
- 1-Year ML Strategic Balanced Index with Participation Rate: Part Rate 75%
- 1-Year PIMCO Global Optima Index with Participation Rate: Part Rate 47%
- 1-Year Russell 2000 Annual Point to Point with PR: Part Rate 20%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 1.00% Part Rate 110%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 130%
Power Select Plus Income with Multiplier® 100,000+
- 1-Year S&P 500 Annual Point-to-Point Index Interest Account: Cap 6.00%
- 2-Year MLStrategic Balanced Index with Spread:
- 1-Year Fixed Interest Account: Rate 2.15%
- 2-Year PIMCO Global Optima Index with Spread: Spread 4.00%
- 2-Year S&P 500 Annual Point-to-Point with Participation Rate: Part Rate 40%
- 1-Year ML Strategic Balanced Index with Participation Rate: Part Rate 100%
- 1-Year PIMCO Global Optima Index with Participation Rate: Part Rate 60%
- 1-Year Russell 2000 Annual Point to Point with PR: Part Rate 25%
- 1 Year AB All Market Index Point to Point Participation Rate with Spread: Spread 1.00% Part Rate 130%
- 2 Year AB All Market Index Point to Point Participation Rate with Spread: Part Rate 150%
June 27, 2022 – Effective Date of Change
Americo
MYGA:
- Platinum Assure 2 20,000+ 3.00%
- Platinum Assure 3 20,000+ 3.40%
- Platinum Assure 4 20,000+ 3.85%
- Platinum Assure 5 20,000+ 4.20%
- Platinum Assure 5 CA 10,000+ 4.20%
- Platinum Assure 6 20,000+ 4.30%
- Platinum Assure 7 20,000+ 4.50%
June 27, 2022 – Effective Date of Change
Delaware Life
Target Growth 10 25,000+
- 1 Year S&P 500 Point-to-Point w/Cap: Cap 7.25%
- 1 Year S&P 500 Point-to-Point w/Participation: Part Rate 36%
- 1 Year First Trust Capital Strength Barclays 5% Point-to-Point w/Participation: Part Rate 130%
- 1 Year Morgan Stanley Global Opportunities Point-to-Point w/Participation: Part Rate 130%
- Fixed: Rate 3.00%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Spread: Spread 0.20%
Target Growth 10 100,000+
- 1 Year S&P 500 Point-to-Point w/Cap: Cap 8.25%
- 1 Year S&P 500 Point-to-Point w/Participation: Part Rate 40%
- 1 Year First Trust Capital Strength Barclays 5% Point-to-Point w/Participation: Part Rate 155%
- 1 Year Morgan Stanley Global Opportunities Point-to-Point w/Participation: Part Rate 155%
- Fixed: Rate 3.50%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Spread: Spread 0.10%
June 27, 2022 – Effective Date of Change
Oceanview Life and Annuity
MYGA:
- Harbourview 10 20,000+ 4.10%
- Harbourview 10 80,000+ 4.30%
- Harbourview 10 (CA) 20,000+ 3.95%
- Harbourview 10 (CA) 80,000+ 4.15%
- Harbourview 2 20,000+ 3.30%
- Harbourview 2 80,000+ 3.50%
- Harbourview 2 (CA) 20,000+ 3.20%
- Harbourview 2 (CA) 80,000+ 3.40%
- Harbourview 3 20,000+ 3.50%
- Harbourview 3 80,000+ 3.70%
- Harbourview 3 (CA) 20,000+ 3.40%
- Harbourview 3 (CA) 80,000+ 3.60%
- Harbourview 4 20,000+ 3.90%
- Harbourview 4 80,000+ 4.10%
- Harbourview 4 (CA) 20,000+ 3.75%
- Harbourview 4 (CA) 80,000+ 3.95%
- Harbourview 5 20,000+ 3.90%
- Harbourview 5 80,000+ 4.10%
- Harbourview 5 (CA) 20,000+ 3.75%
- Harbourview 5 (CA) 80,000+ 3.95%
- Harbourview 6 20,000+ 4.10%
- Harbourview 6 80,000+ 4.30%
- Harbourview 6 (CA) 20,000+ 3.95%
- Harbourview 6 (CA) 80,000+ 4.15%
- Harbourview 7 20,000+ 4.10%
- Harbourview 7 80,000+ 4.30%
- Harbourview 7 (CA) 20,000+ 3.95%
- Harbourview 7 (CA) 80,000+ 4.15%
June 27, 2022 – Effective Date of Change
Upstream Life
MYGA:
- Secure Legacy 10 Year 10,000+ 3.85%
- Secure Legacy 10 Year 81+ 10,000+ 3.60%
- Secure Legacy 10 Year 81+ NV 10,000+ 3.50%
- Secure Legacy 10 Year NV 10,000+ 3.75%
- Secure Legacy 15 Year 10,000+ 3.85%
- Secure Legacy 15 Year 81+ 10,000+ 3.60%
- Secure Legacy 15 Year 81+ NV 10,000+ 3.50%
- Secure Legacy 15 Year NV 10,000+ 3.75%
- Secure Legacy 3 Year 10,000+ 3.65%
- Secure Legacy 3 Year 81+ 10,000+ 3.40%
- Secure Legacy 3 Year 81+ NV 10,000+ 3.30%
- Secure Legacy 3 Year NV 10,000+ 3.55%
- Secure Legacy 5 Year 10,000+ 3.90%
- Secure Legacy 5 Year NV 10,000+ 3.80%
- Secure Legacy 5 Year 81+ 10,000+ 3.65%
- Secure Legacy 5 Year 81+ NV 10,000+ 3.55%
- Secure Legacy 7 Year 10,000+ 3.90%
- Secure Legacy 7 Year 81+ 10,000+ 3.65%
- Secure Legacy 7 Year 81+ NV 10,000+ 3.55%
- Secure Legacy 7 Year NV 10,000+ 3.80%
July 1, 2022 – Effective Date of Change
Delaware Life
Fixed Indexed Annuity
Retirement Chapters 10 25,000+
- 1-Year S&P 500 Point to Point with Cap Rate: Cap 6.00%
- 1-Year Momentum Asset Allocator 5.5% VC with Participation Rate: Part Rate 100%
- 2-Year Momentum Asset Allocator 5.5% VC with Participation Rate: Part Rate 110%
- 1-Year Fixed Account: Rate 2.50%
- 1-Year S&P 500 Annual Point to Point with Participation Rate: Part Rate 30%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR: Part Rate 125%
Retirement Stages 7 *ROP for FEE* 10,000+
- 1-Year S&P 500 Point to Point with Cap Rate: Cap 8.00%
- 1-Year Fixed Account: Rate 3.75%
- 1-Year S&P 500 Performance Trigger: Cap 7.500%
- 1-Year S&P 500 with Participation Rate: Part Rate 35%
- 1-Year Morgan Stanley Global Opportunities: Part Rate 125%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR: Part Rate 125%