May 31, 2022 – Effective Date of Change
Global Atlantic Financial Group
Choice Accumulation II 10 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.50%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.20%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- 1 Year Fixed Rate: Rate 3.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 7.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 7.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 115%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 5.50%
- 2 Year Franklin US Point to Point with Spread:
Choice Accumulation II 10 100,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 8.50%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.25%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- 1 Year Fixed Rate: Rate 3.25%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 8.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 8.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 125%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.50%
- 2 Year Franklin US Point to Point with Spread:
Choice Accumulation II 5 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.00%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.00%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- Fixed-Rate: Rate 2.75%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 7.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 7.000%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 110%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 5.00%
Choice Accumulation II 5 100,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 8.00%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.10%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- Fixed-Rate: Rate 3.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 8.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 8.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 120%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.00%
Choice Accumulation II 7 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 7.50%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.20%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- Fixed-Rate: Rate 3.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 7.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 7.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 115%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 5.50%
- 2 Year Franklin US Point to Point with Spread :
Choice Accumulation II 7 100,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 8.50%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.25%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- Fixed-Rate: Rate 3.25%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 8.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 8.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 125%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.50%
- 2 Year Franklin US Point to Point with Spread :
Choice Income II 10 with Guaranteed Income Builder 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 4.00%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.25%
- 2 Year BlackRock Diversa Volatility Control w/ Spread: Spread 2.00%
- 1 Year Fixed Rate: Rate 2.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 4.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 85%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 3.25%
- 1 Year Russell 2000 Point to Point with Cap: Cap 4.00%
- 2 Year Franklin US Point to Point with Spread: Spread 2.00%
Choice Income II 10 with Income Multiplier Benefit 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 5.00%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.40%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- 1 Year Fixed Rate: Rate 2.40%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 5.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 5.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 100%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 4.00%
- 2 Year Franklin US Point to Point with Spread :
Choice Income II 7 with Guaranteed Income Builder 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 4.00%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.25%
- 2 Year BlackRock Diversa Volatility Control w/ Spread: Spread 2.00%
- 1 Year Fixed Rate: Rate 2.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 4.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 4.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 85%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 3.25%
- 2 Year Franklin US Point to Point with Spread: Spread 2.00%
Choice Income II 7 with Income Multiplier Benefit 25,000+
- 1 Year S&P 500 Annual Point-to-Point w/ Cap: Cap 5.00%
- 1 Year S&P 500 Monthly Point-to-Point w/ Cap: Cap 1.40%
- 2 Year BlackRock Diversa Volatility Control w/ Spread:
- 1 Year MSCI EAFE Point to Point with Cap: Cap 5.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 5.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 100%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 4.00%
- 2 Year Franklin US Point to Point with Spread :
- 1 Year Fixed Rate: Rate 2.40%
ForeAccumulation II 10 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 7.50%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed-Rate: Rate 3.00%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 13.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 7.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 7.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 115%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 5.50%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 10 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 8.50%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed-Rate: Rate 3.25%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 15.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 8.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 8.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 125%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.50%
- 2 Year Franklin US Point to Point with Spread:
ForeAccumulation II 5 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 7.00%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed-Rate: Rate 2.75%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 12.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 7.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 7.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 110%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 5.00%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 5 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 8.00%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed-Rate: Rate 3.00%
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 14.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 8.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 8.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 120%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.00%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 7 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 7.50%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed-Rate: Rate 3.00%
- 1 Year BlackRock Diversa Volatility Control with Cap: Cap 13.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 7.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 7.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 115%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 5.50%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II 7 100,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 8.50%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- Fixed-Rate: Rate 3.25%
- 1 Year BlackRock Diversa Volatility Control with Cap: Cap 15.00%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 8.50%
- 1 Year Russell 2000 Point to Point with Cap: Cap 8.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 125%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.50%
- 2 Year Franklin US Point to Point with Spread :
ForeAccumulation II Advisory 25,000+
- 1 Year S&P 500 Point-to-Point with Cap: Cap 9.00%
- 2 Year BlackRock Diversa Volatility Control w/ Spread :
- 1 Year BlackRock Diversa Volatility Control Point to Point with Cap: Cap 15.25%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 9.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 9.00%
- 1 Year PIMCO Balanced Point to Point with Participation Rate: Part Rate 140%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 6.75%
- 2 Year Franklin US Point to Point with Spread :
- Fixed-Rate: Rate 3.35%
Income 150+ SE 10,000+
- 1 Year S&P 500 Annual Point-to-Point: Cap 2.75%
- 1 Year S&P 500 Monthly Point-to-Point: Cap 1.15%
- 2 Year BlackRock Diversa VCI Point-to-Point W/Spread: Spread 5.00%
- 1 Year Fixed Account: Rate 1.50%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 2.75%
- 1 Year Russell 2000 Point to Point with Cap: Cap 2.75%
- 1 Year PIMCO Balanced Point to Point with PR: Part Rate 65%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 2.25%
- 2 Year Franklin US Index Point to Point with Spread: Spread 5.00%
Income 150+ SE 25,000+
- 1 Year S&P 500 Annual Point-to-Point: Cap 2.75%
- 1 Year S&P 500 Monthly Point-to-Point: Cap 1.15%
- 2 Year BlackRock Diversa VCI Point-to-Point W/Spread: Spread 5.00%
- 1 Year Fixed Account: Rate 1.50%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 2.75%
- 1 Year Russell 2000 Point to Point with Cap: Cap 2.75%
- 1 Year PIMCO Balanced Point to Point with PR: Part Rate 65%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 2.25%
- 2 Year Franklin US Index Point to Point with Spread: Spread 5.00%
Income 150+ SE 100,000+
- 1 Year S&P 500 Annual Point-to-Point: Cap 3.00%
- 1 Year S&P 500 Monthly Point-to-Point: Cap 1.20%
- 2 Year BlackRock Diversa VCI Point-to-Point W/Spread: Spread 3.00%
- 1 Year Fixed Account: Rate 1.75%
- 1 Year MSCI EAFE Point to Point with Cap: Cap 3.00%
- 1 Year Russell 2000 Point to Point with Cap: Cap 3.00%
- 1 Year PIMCO Balanced Point to Point with PR: Part Rate 75%
- 1 Year S&P 500 Point to Point with Performance Trigger: Cap 2.50%
- 2 Year Franklin US Index Point to Point with Spread: Spread 3.00%
MYGA
SecureFore 3 10,000+ 3.15%
SecureFore 3 100,000+ 3.50%
SecureFore 5 10,000+ 3.55%
SecureFore 5 100,000+ 3.85%
SecureFore 7 10,000+ 3.65%
SecureFore 7 100,000+ 4.00%