On The Move – June 7, 2022

Allianz Life Insurance Company of North America

June 7, 2022 – Effective Date of Change

Allianz 222 Annuity 20,000+

• 1-Year S&P 500 Monthly Sum Cap:  Cap 1.70% 
• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 3.50% 
• 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 3.35% 
• 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 3.00% 
• 1-Year Fixed Interest Account:  Rate 1.80%
• 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 3.60% 
• 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 3.00% 
• BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 3.00% 
• BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 3.10% 
• Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 80%
• PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 80%
• BlackRock iBLD Claria ER Annual Point-to-Point w/PR:  Part Rate 85%
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 90%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 90%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 95%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 105%

Allianz 360 Annuity 20,000+

• 1-Year S&P 500 Monthly Sum Cap:  Cap 1.90% 
• 1-Year S&P 500 Annual Point-to-Point:  Cap 4.00% 
• 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 2.10% 
• 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 5.00% 
• Fixed Interest Account:  Rate 2.30%
• 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 5.00% 
• 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 2.35% 
• BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 5.00% 
• BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 1.70% 
• BlackRock iBLD Claria ER Annual Point-to-Point w/ PR:  Part Rate 100%
• Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 90%
• PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 90%
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 120%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 145%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 145%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 155%

Allianz Accumulation Advantage 20,000+

• S&P 500 Annual Point-to-Point:  Cap 3.75% 
• S&P 500 Monthly Sum:  Cap 1.70% 
• Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap:  Cap 2.70% 
• PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap:  Cap 2.50% 
• BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap:  Cap 2.75% 
• Fixed Interest:  Rate 1.75%
• 1 Year BlackRock iBLD Claria Index Point to Point with Spread:  Spread 3.00% 
• 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread:  Spread 3.25% 
• 1 Year PIMCO Tactical Balanced Index Point to Point with Spread:  Spread 3.75% 
• 2 Year BlackRock iBLD Claria® ER Index Point To Point W/ PR:  Part Rate 105%
• 2 Year Bloomberg US Dynamic Balance ER Index II Point To Point W/ PR:  Part Rate 90%
• 2 Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 90%
• PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR:  Part Rate 70%
• Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR:  Part Rate 70%
• BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR:  Part Rate 75%

Allianz Accumulation Advantage 100,000+

• S&P 500 Annual Point-to-Point:  Cap 4.50% 
• S&P 500 Monthly Sum:  Cap 2.00% 
• Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap:  Cap 3.50% 
• PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap:  Cap 3.25% 
• BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap:  Cap 3.50% 
• Fixed Interest:  Rate 2.05%
• 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 3.00% 
• 2 Year BlackRock iBLD Claria® ER Index Point To Point W/ PR:  Part Rate 120%
• 2 Year Bloomberg US Dynamic Balance ER Index II Point To Point W/ PR:  Part Rate 105%
• 2 Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 105%
• PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR:  Part Rate 85%
• Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR:  Part Rate 85%
• BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR:  Part Rate 90%

Allianz Benefit Control 20,000+

• 1-Year S&P 500 Monthly Sum Cap:  Cap 1.80% 
• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 3.75% 
• 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 2.85% 
• 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 4.00% 
• Fixed Interest Account:  Rate 1.90%
• 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 3.10% 
• 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 4.00% 
• BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 4.00% 
• BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 2.60% 
• Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 85%
• PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 85%
• BlackRock iBLD Claria ER Annual Point-to-Point w/PR:  Part Rate 90%
• 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
• 2-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
• 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 95%
• 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
• 5-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
• 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 120%

Allianz Core Income 7 Annuity 10,000+

• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.75% 
• 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 5.75% 
• 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 5.75% 
• 1-Year Bloomberg Dynamic Balance II with Spread:  Spread 1.25% 
• 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 7.50% 
• Fixed Interest Account:  Rate 2.90%
• 1-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 120%
• 2-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 165%

Allianz Essential Income 7 10,000+

• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.75% 
• 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 7.50% 
• Fixed Interest Account:  Rate 2.90%

Retirement Foundation ADV 10,000+

• Fixed Interest Account:  Rate 3.20%
• 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 6.25% 
• 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 6.25% 
• 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 6.25% 
• 1-Year Bloomberg Dynamic Balance II w/ Cap:  Cap 9.50% 

Oceanview Life and Annuity

June 7, 2022 – Effective Date of Change

• Harbourview 10 20,000+  3.85%
• Harbourview 10 80,000+  4.05%
• Harbourview 10 (CA) 20,000+  3.75%
• Harbourview 10 (CA) 80,000+  3.90%
• Harbourview 2 20,000+  2.80%
• Harbourview 2 80,000+  2.95%
• Harbourview 2 (CA) 20,000+  2.70%
• Harbourview 2 (CA) 80,000+  2.85%
• Harbourview 3 20,000+  3.40%
• Harbourview 3 80,000+  3.55%
• Harbourview 3 (CA) 20,000+  3.30%
• Harbourview 3 (CA) 80,000+  3.45%
• Harbourview 4 20,000+  3.70%
• Harbourview 4 80,000+  3.90%
• Harbourview 4 (CA) 20,000+  3.60%
• Harbourview 4 (CA) 80,000+  3.75%
• Harbourview 5 20,000+  3.65%
• Harbourview 5 80,000+  3.85%
• Harbourview 5 (CA) 20,000+  3.55%
• Harbourview 5 (CA) 80,000+  3.70%
• Harbourview 6 20,000+  3.95%
• Harbourview 6 80,000+  4.15%
• Harbourview 6 (CA) 20,000+  3.85%
• Harbourview 6 (CA) 80,000+  4.00%
• Harbourview 7 20,000+  3.70%
• Harbourview 7 80,000+  3.90%
• Harbourview 7 (CA) 20,000+  3.60%
• Harbourview 7 (CA) 80,000+  3.75%

Protective Life

June 7, 2022 Effective Date of Change

Asset Builder II 10 No ROP 10,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.15% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 20%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.00% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.65% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 84%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 110%
• Fixed:  Rate 1.80%

Asset Builder II 10 No ROP 50,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.05% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 29%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.90% 
• 1-Year S&P 500 Performance Trigger:  Cap 4.55% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 103%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 130%
• Fixed:  Rate 2.15%

Asset Builder II 10 No ROP 100,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.55% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 34%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 6.40% 
• 1-Year S&P 500 Performance Trigger:  Cap 5.25% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 115%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 140%
• Fixed:  Rate 2.60%

Asset Builder II 5 10,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.50% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 16%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.40% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.05% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 70%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 90%
• Fixed:  Rate 1.70%

Asset Builder II 5 50,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.20% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 21%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.10% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.50% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 85%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 110%
• Fixed:  Rate 1.90%

Asset Builder II 5 100,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.85% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 25%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.75% 
• 1-Year S&P 500 Performance Trigger:  Cap 4.05% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 95%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 120%
• Fixed:  Rate 2.05%

Asset Builder II 5 No ROP 10,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.05% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 18%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.90% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.55% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 80%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 100%
• Fixed:  Rate 1.70%

Asset Builder II 5 No ROP 50,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.80% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 27%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.65% 
• 1-Year S&P 500 Performance Trigger:  Cap 4.35% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 98%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 123%
• Fixed:  Rate 1.95%

Asset Builder II 5 No ROP 100,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.30% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 32%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 6.15% 
• 1-Year S&P 500 Performance Trigger:  Cap 5.05% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 105%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 130%
• Fixed:  Rate 2.35%

Asset Builder II 7 10,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.55% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 17%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.45% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.10% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 73%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 95%
• Fixed:  Rate 1.75%

Asset Builder II 7 50,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.25% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 22%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.15% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.60% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 87%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 115%
• Fixed:  Rate 1.95%

Asset Builder II 7 100,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.95% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 26%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.85% 
• 1-Year S&P 500 Performance Trigger:  Cap 4.15% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 97%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 125%
• Fixed:  Rate 2.10%

Asset Builder II 7 No ROP 10,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.10% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 19%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.95% 
• 1-Year S&P 500 Performance Trigger:  Cap 3.60% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 82%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 105%
• Fixed:  Rate 1.75%

Asset Builder II 7 No ROP 50,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.90% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 28%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.75% 
• 1-Year S&P 500 Performance Trigger:  Cap 4.45% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 100%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 128%
• Fixed:  Rate 2.05%

Asset Builder II 7 No ROP 100,000+

• 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.40% 
• 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 33%
• 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 6.25% 
• 1-Year S&P 500 Performance Trigger:  Cap 5.15% 
• 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 107%
• 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 135%
• Fixed:  Rate 2.45%