May 23, 2023 – Effective Date of Change
Protective Life
Fixed Indexed Annuity
Asset Builder II 7 10,000+
- 1-Year S&P 500 Point-to-Point w/ Cap: Cap 4.650%
- 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 4.500%
- 1-Year S&P 500 Performance Trigger: Cap 3.350%
- 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 91%
- 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation: Part Rate 116%
- Fixed: Rate: 2.45%
Asset Builder II 7 50,000+
- 1-Year S&P 500 Point-to-Point w/ Cap: Cap 5.350%
- 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 5.250%
- 1-Year S&P 500 Performance Trigger: Cap 3.850%
- 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 104%
- 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation: Part Rate 132%
- Fixed: Rate: 2.50%
Asset Builder II 7 100,000+
- 1-Year S&P 500 Point-to-Point w/ Cap: Cap 6.850%
- 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 6.400%
- 1-Year S&P 500 Performance Trigger: Cap 4.900%
- 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 112%
- 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation: Part Rate 145%
- Fixed: Rate: 2.55%
Asset Builder II 7 No ROP 10,000+
- 1-Year S&P 500 Point-to-Point w/ Cap: Cap 5.200%
- 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 5.050%
- 1-Year S&P 500 Performance Trigger: Cap 3.850%
- 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 100%
- 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation: Part Rate 125%
- Fixed: Rate: 2.55%
Asset Builder II 7 No ROP 50,000+
- 1-Year S&P 500 Point-to-Point w/ Cap: Cap 7.050%
- 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 31%
- 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 6.900%
- 1-Year S&P 500 Performance Trigger: Cap 4.700%
- 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 117%
- 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation: Part Rate 145%
- Fixed: Rate: 2.60%
Asset Builder II 7 No ROP 100,000+
- 1-Year S&P 500 Point-to-Point w/ Cap: Cap 8.100%
- 1-Year S&P 500 Point-to-Point w/ Participation: Part Rate 36%
- 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term: Cap 7.600%
- 1-Year S&P 500 Performance Trigger: Cap 5.900%
- 1-Year JP Morgan Mojave Index w/ Participation: Part Rate 122%
- 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation: Part Rate 155%
- Fixed: Rate: 2.65%
May 30, 2023 – Effective Date of Change
Pacific Guardian Life
MYGA
- Diamond Head 10 10,000+ 4.65%
- Diamond Head 3 10,000+ 4.65%
- Diamond Head 4 10,000+ 4.65%
- Diamond Head 5 10,000+ 4.65%
- Diamond Head 6 10,000+ 4.65%
- Diamond Head 7 10,000+ 4.65%
- Diamond Head 8 10,000+ 4.65%
- Diamond Head 9 10,000+ 4.65%
June 3, 2023 – Effective Date of Change
National Life Group
MYGA
- Green Mountain Freedom 5 100,000+ 4.70%
- RetireMax Secure 5 100,000+ 4.70%