May 15, 2024 – Effective Date of Change
AuguStar
OrionShield 10 Premium Bonus 15,000+
- 1-Year Fixed Account: Rate: 2.5%
- 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher): Cap 7.75% Part Rate 50%
- 1-Year S&P 500 Annual Point to Point Cap : Cap 6.1%
- 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 100%
- 1-Year Russell 2000 Monthly Averaging Cap : Cap 4.75%
- 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 95%
OrionShield 10 Premium Bonus 150,000+
- 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 135%
- 1-Year Russell 2000 Monthly Averaging Cap : Cap 6%
- 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 110%
- 1-Year S&P 500 Annual Point to Point Cap : Cap 7.1%
- 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher): Cap 10% Part Rate 50%
- 1-Year Fixed Account: Rate: 2.75%
OrionShield 7 Premium Bonus 15,000+
- 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 110%
- 1-Year Russell 2000 Monthly Averaging Cap : Cap 6%
- 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher): Cap 10.25% Part Rate 50%
- 1-Year S&P 500 Annual Point to Point Cap : Cap 7.1%
- 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 95%
- 1-Year Fixed Account: Rate: 3.25%
OrionShield 7 Premium Bonus 150,000+
- 1-Year Fixed Account: Rate: 3.75%
- 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 110%
- 1-Year S&P 500 Annual Point to Point Cap : Cap 8.1%
- 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher): Cap 12.5% Part Rate 50%
- 1-Year Russell 2000 Monthly Averaging Cap : Cap 7.25%
- 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate: Part Rate 130%
MYGA
- LunarLock 3 10,000+ 4.90%
- LunarLock 3 100,000+ 5.10%
- LunarLock 5 10,000+ 5.10%
- LunarLock 5 100,000+ 5.30%
- LunarLock 7 10,000+ 5.10%
- LunarLock 7 100,000+ 5.30%
- LunarLock Prime 3 10,000+ 4.90%
- LunarLock Prime 3 100,000+ 5.10%
- LunarLock Prime 5 10,000+ 5.10%
- LunarLock Prime 5 100,000+ 5.30%
- LunarLock Prime 7 10,000+ 5.10%
- LunarLock Prime 7 100,000+ 5.30%
Integrity Life Insurance Company
Integrity Indextra 5 15,000+
- 1-Year Point-to-Point S&P 500: Cap 11%
- 2-Year Point-to-Point GS Momentum Builder : Part Rate 240%
- 1-Year Point-to-Point GS Momentum Builder : Part Rate 175%
- 2-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 195%
- 1-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 145%
- 1-Year Fixed Interest Option: Rate: 4.8%
Integrity Indextra 5 – Two 15,000+
- 1-Year Point-to-Point S&P 500: Cap 12%
- 2-Year Point-to-Point GS Momentum Builder : Part Rate 245%
- 1-Year Point-to-Point GS Momentum Builder : Part Rate 180%
- 2-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 200%
- 1-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 147%
- 1-Year Fixed Interest Option: Rate: 4.9%
Integrity IndextraTM 10 15,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.25%
- 3-Year Point-to-Point GS Momentum Builder: Part Rate 280%
- 1-Year Fixed Interest Option: Rate: 4.15%
- 2-Year Point-to-Point GS Momentum Builder : Part Rate 210%
- 1-Year Point-to-Point GS Momentum Builder : Part Rate 155%
- 1-Year Point-to-Point J.P. Morgan Strategic Balanced: Part Rate 130%
- 2-Year Point-to-Point J.P. Morgan Strategic Balanced: Part Rate 175%
- 3-Year Point-to-Point J.P. Morgan Strategic Balanced: Part Rate 210%
Integrity IndextraTM 10 – Two 15,000+
- 3-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 215%
- 2-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 180%
- 1-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 132%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 10.5%
- 3-Year Point-to-Point GS Momentum Builder: Part Rate 285%
- 2-Year Point-to-Point GS Momentum Builder : Part Rate 215%
- 1-Year Point-to-Point GS Momentum Builder : Part Rate 160%
- 1-Year Fixed Interest Option: Rate: 4.25%
Integrity IndextraTM 7 15,000+
- 3-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 210%
- 2-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 175%
- 1-Year Point-to-Point J.P. Morgan Strategic Balanced : Part Rate 130%
- 2-Year Point-to-Point GS Momentum Builder : Part Rate 210%
- 1-Year Point-to-Point GS Momentum Builder : Part Rate 155%
- 1-Year Fixed Interest Option: Rate: 4.15%
- 1-Year Point-to-Point S&P 500: Cap 9.25%
- 3-Year Point-to-Point GS Momentum Builder: Part Rate 280%
May 16, 2024 – Effective Date of Change
Lincoln Financial Group
MYGA
- Lincoln MYGuarantee Plus 5 10,000+ 4.50%
- Lincoln MYGuarantee Plus 5 100,000+ 5.30%
- Lincoln MYGuarantee Plus 7 10,000+ 4.50%
- Lincoln MYGuarantee Plus 7 100,000+ 5.20%
May 20, 2024 – Effective Date of Change
Lincoln Financial Group
Lincoln OptiBlend 10 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.5%
- 1-Year Fixed Account: Rate: 4%
- 1-Year S&P 500 Participation: Part Rate 57%
- 1-Year S&P 500 Performance Triggered : Cap 8%
- 1 Year S&P 500 Dual Trigger: Cap 6.25%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 285%
- 1-Year S&P 500 5% Daily Risk Control ER Spread : Spread 0.25%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.85%
Lincoln OptiBlend 10 100,000+
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 11.1%
- 1-Year S&P 500 5% Daily Risk Control ER Spread :
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 300%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1 Year S&P 500 Dual Trigger: Cap 7.6%
- 1-Year S&P 500 Performance Triggered : Cap 9%
- 1-Year S&P 500 Participation: Part Rate 62%
- 1-Year Fixed Account: Rate: 4.5%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.5%
Lincoln OptiBlend 10 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8%
- 1-Year S&P 500 Participation : Part Rate 47%
- 1-Year Fixed Account: Rate: 4%
- 1-Year S&P 500 Performance Triggered : Cap 7.25%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 235%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.25%
- 1 Year S&P 500 Dual Trigger: Cap 6%
Lincoln OptiBlend 10 CA 100,000+
- 1 Year S&P 500 Dual Trigger: Cap 7%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 10.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 260%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1-Year S&P 500 Performance Triggered : Cap 8.25%
- 1-Year Fixed Account: Rate: 4.25%
- 1-Year S&P 500 Participation : Part Rate 57%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9%
Lincoln OptiBlend 5 10,000+
- 1-Year Fixed Account: Rate: 4%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.5%
- 1-Year S&P 500 Participation : Part Rate 57%
- 1-Year S&P 500 Performance Triggered : Cap 7.75%
- 1 Year S&P 500 Dual Trigger: Cap 6.25%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 260%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.75%
Lincoln OptiBlend 5 100,000+
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 11%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 285%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1 Year S&P 500 Dual Trigger: Cap 7.7%
- 1-Year S&P 500 Performance Triggered : Cap 8.85%
- 1-Year S&P 500 Participation : Part Rate 62%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.5%
- 1-Year Fixed Account: Rate: 4.75%
Lincoln OptiBlend 5 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.5%
- 1-Year Fixed Account: Rate: 3.85%
- 1-Year S&P 500 Participation : Part Rate 45%
- 1-Year S&P 500 Performance Triggered : Cap 7.6%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 185%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 235%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.25%
- 1 Year S&P 500 Dual Trigger: Cap 6%
Lincoln OptiBlend 5 CA 100,000+
- 1 Year S&P 500 Dual Trigger: Cap 7%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 10.5%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 260%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 210%
- 1-Year S&P 500 Performance Triggered : Cap 8.1%
- 1-Year S&P 500 Participation : Part Rate 55%
- 1-Year Fixed Account: Rate: 4.35%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9%
Lincoln OptiBlend 7 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.75%
- 1-Year Fixed Account: Rate: 4.1%
- 1-Year S&P 500 Participation: Part Rate 60%
- 1-Year S&P 500 Performance Triggered : Cap 8%
- 1 Year S&P 500 Dual Trigger: Cap 6.5%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 260%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.8%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 7 100,000+
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 11.05%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 285%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1 Year S&P 500 Dual Trigger: Cap 7.75%
- 1-Year S&P 500 Performance Triggered : Cap 9%
- 1-Year S&P 500 Participation: Part Rate 65%
- 1-Year Fixed Account: Rate: 4.6%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.75%
Lincoln OptiBlend 7 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.5%
- 1-Year S&P 500 Participation: Part Rate 47%
- 1-Year Fixed Account: Rate: 4%
- 1-Year S&P 500 Performance Triggered : Cap 7.8%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 185%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 235%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.5%
- 1 Year S&P 500 Dual Trigger: Cap 6%
Lincoln OptiBlend 7 CA 100,000+
- 1 Year S&P 500 Dual Trigger: Cap 7%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 10.5%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 260%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 210%
- 1-Year S&P 500 Performance Triggered : Cap 8.3%
- 1-Year Fixed Account: Rate: 4.25%
- 1-Year S&P 500 Participation: Part Rate 57%
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.5%
Lincoln Set 5 II 10,000+
- 1 Year S&P 500 Dual Trigger: Cap 6%
- 1 Year Fixed Account: Rate: 3.85%
- 1 Year S&P 500 Performance Triggered: Cap 7%
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 9.75%
Lincoln Set 5 II 100,000+
- 1-Year S&P 500 10% Daily Risk Control Trigger: Cap 11%
- 1 Year S&P 500 Performance Triggered: Cap 8.75%
- 1 Year Fixed Account: Rate: 4.5%
- 1 Year S&P 500 Dual Trigger: Cap 7.4%
Oceanview Life and Annuity
MYGA
- Harbourview 10 20,000+ 5.20%
- Harbourview 10 80,000+ 5.50%
- Harbourview 10 (CA) 20,000+ 5.05%
- Harbourview 10 (CA) 80,000+ 5.40%
- Harbourview 2 20,000+ 4.90%
- Harbourview 2 80,000+ 5.25%
- Harbourview 2 (CA) 20,000+ 4.80%
- Harbourview 2 (CA) 80,000+ 5.15%
- Harbourview 3 20,000+ 5.15%
- Harbourview 3 80,000+ 5.50%
- Harbourview 3 (CA) 20,000+ 4.95%
- Harbourview 3 (CA) 80,000+ 5.30%
- Harbourview 4 20,000+ 5.20%
- Harbourview 4 80,000+ 5.55%
- Harbourview 4 (CA) 20,000+ 5.05%
- Harbourview 4 (CA) 80,000+ 5.40%
- Harbourview 5 20,000+ 5.30%
- Harbourview 5 80,000+ 5.65%
- Harbourview 5 (CA) 20,000+ 5.15%
- Harbourview 5 (CA) 80,000+ 5.50%
- Harbourview 6 20,000+ 5.35%
- Harbourview 6 80,000+ 5.70%
- Harbourview 6 (CA) 20,000+ 5.20%
- Harbourview 6 (CA) 80,000+ 5.55%
- Harbourview 7 20,000+ 5.15%
- Harbourview 7 80,000+ 5.50%
- Harbourview 7 (CA) 20,000+ 5.00%
- Harbourview 7 (CA) 80,000+ 5.35%