June 1, 2023 – Effective Date of Change
Brighthouse Life Insurance Company
Fixed Indexed Annuity
SecureAdvantage 50,000+
- Fixed Account: Rate: 3.25%
- 6-Year S&P 500 Annual Sum with Cap: Cap 12.500%
- 6-Year S&P 500 Annual Sum with Participation Rate: Part Rate 55%
- 6-Year S&P 500 Point-to-Point with Participation: Part Rate 70%
- 6-Year Russell Annual Sum with Cap: Cap 12.000%
- 6-Year Russell Annual Sum with Participation Rate: Part Rate 50%
- 6-Year Russell Point-to-Point with Participation: Part Rate 65%
- 6-Year Credit Suisse truVol US Target Sectors Index with Participation: Part Rate 185%
- 6-Year Credit Suisse truVol US Target Sectors Index Annual Sum with Participation: Part Rate 175%
SecureAdvantage 100,000+
- Fixed Account: Rate: 3.25%
- 6-Year S&P 500 Annual Sum with Cap: Cap 13.000%
- 6-Year S&P 500 Annual Sum with Participation Rate: Part Rate 65%
- 6-Year S&P 500 Point-to-Point with Participation: Part Rate 80%
- 6-Year Russell Annual Sum with Cap: Cap 12.500%
- 6-Year Russell Annual Sum with Participation Rate: Part Rate 60%
- 6-Year Russell Point-to-Point with Participation: Part Rate 75%
- 6-Year Credit Suisse truVol US Target Sectors Index with Participation: Part Rate 195%
- 6-Year Credit Suisse truVol US Target Sectors Index Annual Sum with Participation: Part Rate 185%
SecureAdvantage 500,000+
- Fixed Account: Rate: 3.25%
- 6-Year S&P 500 Annual Sum with Cap: Cap 13.250%
- 6-Year S&P 500 Annual Sum with Participation Rate: Part Rate 70%
- 6-Year S&P 500 Point-to-Point with Participation: Part Rate 85%
- 6-Year Russell Annual Sum with Cap: Cap 12.750%
- 6-Year Russell Annual Sum with Participation Rate: Part Rate 65%
- 6-Year Russell Point-to-Point with Participation: Part Rate 80%
- 6-Year Credit Suisse truVol US Target Sectors Index with Participation: Part Rate 200%
- 6-Year Credit Suisse truVol US Target Sectors Index Annual Sum with Participation: Part Rate 190%
Clear Spring Life
MYGA
- Preserve MYGA 1 10,000+ 4.15%
- Preserve MYGA 1 250,000+ 4.25%
- Preserve MYGA 10 10,000+ 4.85%
- Preserve MYGA 10 250,000+ 4.95%
- Preserve MYGA 2 10,000+ 4.35%
- Preserve MYGA 2 250,000+ 4.45%
- Preserve MYGA 3 10,000+ 4.80%
- Preserve MYGA 3 250,000+ 4.90%
- Preserve MYGA 4 10,000+ 4.80%
- Preserve MYGA 4 250,000+ 4.90%
- Preserve MYGA 5 10,000+ 4.80%
- Preserve MYGA 5 250,000+ 4.90%
- Preserve MYGA 6 10,000+ 4.80%
- Preserve MYGA 6 250,000+ 4.90%
- Preserve MYGA 7 10,000+ 4.80%
- Preserve MYGA 7 250,000+ 4.90%
- Preserve MYGA 8 10,000+ 4.80%
- Preserve MYGA 8 250,000+ 4.90%
- Preserve MYGA 9 10,000+ 4.80%
- Preserve MYGA 9 250,000+ 4.90%
Delaware Life
Target Growth 10 25,000+
- 1 Year S&P 500 Point-to-Point w/Cap: Cap 8.250%
- 1 Year S&P 500 Point-to-Point w/Participation: Part Rate 35%
- 1 Year First Trust Capital Strength Barclays 5% Point-to-Point w/Participation: Part Rate 140%
- 1 Year Morgan Stanley Global Opportunities Point-to-Point w/Participation: Part Rate 130%
- Fixed: Rate: 3.75%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Participation: Part Rate 150%
- 1 Year S&P 500 Performance Trigger: Cap 7.500%
- 1 Year S&P 500 Point-to-Point w/Participation & Spread: Spread 2.00% Part Rate 50%
Target Growth 10 100,000+
- 1 Year S&P 500 Point-to-Point w/Cap: Cap 9.750%
- 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 145%
- Fixed: Rate: 4.00%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Participation: Part Rate 165%
- 1 Year S&P 500 Performance Trigger: Cap 8.000%
- 1 Year S&P 500 Point-to-Point w/Participation & Spread: Spread 2.00% Part Rate 60%
Ibexis
Fixed Indexed Annuity
MYGA Plus 3 FIA 10,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.35%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 7.200%
MYGA Plus 3 FIA 100,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.55%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 7.400%
MYGA Plus 5 FIA 10,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.40%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 7.300%
MYGA Plus 5 FIA 100,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.65%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 7.500%
MYGA Plus 7 FIA 10,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.30%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 7.000%
MYGA Plus 7 FIA 100,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.55%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 7.200%
MYGA
- MYGA Plus 3 (Simple Interest) 10,000+ 5.35%
- MYGA Plus 3 (Simple Interest) 100,000+ 5.55%
- MYGA Plus 5 (Simple Interest) 10,000+ 5.40%
- MYGA Plus 5 (Simple Interest) 100,000+ 5.65%
- MYGA Plus 7 (Simple Interest) 10,000+ 5.30%
- MYGA Plus 7 (Simple Interest) 100,000+ 5.55%
Lincoln Financial Group
Lincoln OptiBlend 10 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.500%
- 1-Year Fixed Account: Rate: 3.90%
- 1-Year S&P 500 Participation: Part Rate 45%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 175%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 190%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1-Year S&P 500 Performance Triggered : Cap 7.000%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 5% Daily Risk Control ER Spread : Spread 0.25%
Lincoln OptiBlend 10 100,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.150%
- 1-Year Fixed Account: Rate: 4.10%
- 1-Year S&P 500 Participation: Part Rate 50%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 200%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 215%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 275%
- 1-Year S&P 500 Performance Triggered : Cap 7.750%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.25%
- 1-Year S&P 500 5% Daily Risk Control ER Spread :
Lincoln OptiBlend 10 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.000%
- 1-Year S&P 500 Participation : Part Rate 40%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 165%
- 1-Year Fixed Account: Rate: 3.50%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1-Year S&P 500 Performance Triggered : Cap 6.500%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 1.00%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 10 CA 100,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.500%
- 1-Year S&P 500 Participation : Part Rate 45%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 190%
- 1-Year Fixed Account: Rate: 3.75%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1-Year S&P 500 Performance Triggered : Cap 7.000%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
Lincoln OptiBlend 5 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.100%
- 1-Year Fixed Account: Rate: 4.05%
- 1-Year S&P 500 Participation : Part Rate 45%
- 1 Year Fidelity AIM Dividend Index Participation: Part Rate 165%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 190%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1-Year S&P 500 Performance Triggered : Cap 7.500%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 5 100,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.000%
- 1-Year Fixed Account: Rate: 4.30%
- 1-Year S&P 500 Participation : Part Rate 50%
- 1 Year Fidelity AIM Dividend Index Participation: Part Rate 190%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 215%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 275%
- 1-Year S&P 500 Performance Triggered : Cap 8.500%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.25%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
Lincoln OptiBlend 5 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 7.750%
- 1-Year S&P 500 Participation : Part Rate 40%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 155%
- 1-Year Fixed Account: Rate: 3.75%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1-Year S&P 500 Performance Triggered : Cap 7.000%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 5 CA 100,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.500%
- 1-Year S&P 500 Participation : Part Rate 45%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 180%
- 1-Year Fixed Account: Rate: 4.00%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1-Year S&P 500 Performance Triggered : Cap 8.000%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
Lincoln OptiBlend 7 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.250%
- 1-Year Fixed Account: Rate: 4.10%
- 1-Year S&P 500 Participation: Part Rate 45%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 165%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 190%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1-Year S&P 500 Performance Triggered : Cap 7.550%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 7 100,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 9.150%
- 1-Year Fixed Account: Rate: 4.35%
- 1-Year S&P 500 Participation: Part Rate 50%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 190%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 215%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 275%
- 1-Year S&P 500 Performance Triggered : Cap 8.550%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.25%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
Lincoln OptiBlend 7 CA 10,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.000%
- 1-Year S&P 500 Participation: Part Rate 40%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 160%
- 1-Year Fixed Account: Rate: 3.80%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 225%
- 1-Year S&P 500 Performance Triggered : Cap 7.250%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.75%
- 1-Year S&P 500 5% Daily Risk Control ER Spread: Spread 0.25%
Lincoln OptiBlend 7 CA 100,000+
- 1-Year S&P 500 Point-to-Point with Cap: Cap 8.550%
- 1-Year S&P 500 Participation: Part Rate 45%
- 1 Year Fidelity AIM Dividend Participation: Part Rate 185%
- 1-Year Fixed Account: Rate: 4.05%
- 1 Year BlackRock Dynamic Allocation Participation: Part Rate 200%
- 2 Year BlackRock Dynamic Allocation Participation: Part Rate 250%
- 1-Year S&P 500 Performance Triggered : Cap 8.050%
- 1-Year S&P 500 10% Daily Risk Control with Spread: Spread 0.50%
- 1-Year S&P 500 5% Daily Risk Control ER Spread:
June 5, 2023 -Effective Date of Change
Global Atlantic Financial Group
MYGA
- SecureFore 3 10,000+ 4.00%
- SecureFore 3 100,000+ 4.50%
- SecureFore 5 10,000+ 4.35%
- SecureFore 5 100,000+ 4.85%
- SecureFore 7 10,000+ 4.35%
- SecureFore 7 100,000+ 4.85%