--- title: On The Move - April 30, 2024 - Insurance Agency Marketing Services description: Rates changing! Get the latest product and rate updates from our carrier partners. --- [IAMS Blog](https://blog.iamsinc.com) # [On The Move - April 30, 2024 - Insurance Agency Marketing Services](https://blog.iamsinc.com/on-the-move-april-30-2024) Written by [Webmaster](https://blog.iamsinc.com/author/webmaster) | Apr 30, 2024 1:24:55 PM #### May 1, 2024 – Effective Date of Change ## AuguStar **OrionShield 10 15,000+** - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 120% - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 160% - 1-Year Fixed Account:  Rate: 4.1% - 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 11.25%  Part Rate 50% - 1-Year S&P 500 Annual Point to Point Cap:  Cap 10.1%  - 1-Year Russell 2000 Monthly Averaging Cap:  Cap 9%  **OrionShield 10 150,000+** - 1-Year Russell 2000 Monthly Averaging Cap:  Cap 10%  - 1-Year S&P 500 Annual Point to Point Cap:  Cap 11.1%  - 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 13.5%  Part Rate 50% - 1-Year Fixed Account:  Rate: 4.85% - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 180% - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 135% **OrionShield 10 Premium Bonus 15,000+** - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 4.75%  - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 120% - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 140% - 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%  **OrionShield 10 Premium Bonus 150,000+** - 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% - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 160% - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 135% - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 6%  **OrionShield 5 15,000+** - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 115% - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 8%  - 1-Year Fixed Account:  Rate: 3.85% - 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 11.25%  Part Rate 50% - 1-Year S&P 500 Annual Point to Point Cap :  Cap 10.1%  **OrionShield 5 150,000+** - 1-Year S&P 500 Annual Point to Point Cap :  Cap 11.1%  - 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 13.5%  Part Rate 50% - 1-Year Fixed Account:  Rate: 4.6% - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 9.25%  - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130% **OrionShield 7 15,000+** - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 8.75%  - 1-Year Fixed Account:  Rate: 4% - 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 11.25%  Part Rate 50% - 1-Year S&P 500 Annual Point to Point Cap:  Cap 10.1%  - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 115% - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130% **OrionShield 7 150,000+** - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 150% - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130% - 1-Year S&P 500 Annual Point to Point Cap:  Cap 11.1%  - 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 13.5%  Part Rate 50% - 1-Year Fixed Account:  Rate: 4.75% - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 10%  **OrionShield 7 Premium Bonus 15,000+** - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 6%  - 1-Year Fixed Account:  Rate: 3.25% - 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 115% - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130% **OrionShield 7 Premium Bonus 150,000+** - 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 150% - 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130% - 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 Fixed Account:  Rate: 3.75% - 1-Year Russell 2000 Monthly Averaging Cap :  Cap 7.25%  #### MYGA - **LunarGuard 3 **10,000+  4.85% - **LunarGuard 3 **100,000+  5.05% - **LunarGuard 5 **10,000+  4.85% - **LunarGuard 5 **100,000+  5.05% - **LunarGuard 7 **10,000+  4.85% - **LunarGuard 7 **100,000+  5.05% ## Delaware Life #### Fixed Indexed Annuity **Growth Pathway 5 10,000+** - 1 Year S&P 500 Point to Point Cap:  Cap 8.5%  - 1 Year S&P 500 Point to Point Participation :  Part Rate 50% - 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 60% - 1 Year S&P 500 Performance Trigger:  Cap 7.25%  - 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 145% - 1 Year Fixed Account:  Rate: 4.3% - 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 155% - 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 170% - 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 6.05%  - 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 7.5%  **Growth Pathway 5 25,000+** - 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 8.5%  - 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 6.55%  - 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 185% - 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 165% - 1 Year Fixed Account:  Rate: 4.6% - 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 155% - 1 Year S&P 500 Performance Trigger:  Cap 8%  - 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 65% - 1 Year S&P 500 Point to Point Participation :  Part Rate 55% - 1 Year S&P 500 Point to Point Cap:  Cap 10%  **Growth Pathway 5 100,000+** - 1 Year S&P 500 Point to Point Cap:  Cap 11%  - 1 Year S&P 500 Point to Point Participation :  Part Rate 60% - 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 70% - 1 Year S&P 500 Performance Trigger:  Cap 8.5%  - 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 165% - 1 Year Fixed Account:  Rate: 4.85% - 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 175% - 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 195% - 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 7.05%  - 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 9%  **Growth Pathway 7 10,000+** - 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 7.75%  - 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 6.25%  - 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 170% - 1 Year Fixed Account:  Rate: 4.3% - 1 Year S&P 500 Point to Point Participation :  Part Rate 55% - 1 Year S&P 500 Point to Point Cap:  Cap 8.75%  - 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 60% - 1 Year S&P 500 Performance Trigger:  Cap 7.5%  - 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 145% - 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 155% **Growth Pathway 7 25,000+** - 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 165% - 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 155% - 1 Year S&P 500 Performance Trigger:  Cap 8.25%  - 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 65% - 1 Year S&P 500 Point to Point Cap:  Cap 10.25%  - 1 Year S&P 500 Point to Point Participation :  Part Rate 60% - 1 Year Fixed Account:  Rate: 4.6% - 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 185% - 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 6.75%  - 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 8.75%  **Growth Pathway 7 100,000+** - 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 9.25%  - 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 7.25%  - 1 Year RBA Select Equity Yield CIBC 5% Point to Point Participation:  Part Rate 195% - 1 Year Fixed Account:  Rate: 4.85% - 1 Year S&P 500 Point to Point Participation :  Part Rate 65% - 1 Year S&P 500 Point to Point Cap:  Cap 11.25%  - 1 Year S&P 500 Point to Point Participation and Spread:  Spread 2%  Part Rate 70% - 1 Year S&P 500 Performance Trigger:  Cap 8.75%  - 1 Year Morgan Stanley Global Opportunities Point to Point Participation:  Part Rate 165% - 1 Year First Trust Capital Strength 5% Point to Point Participation:  Part Rate 175% **PrimeStart Bonus 10 25,000+** - 1-Year Fixed:  Rate: 3.25% - 1-Year S&P 500 Point-to-Point with Cap:  Cap 6.75%  - 1-Year S&P 500 Point-to-Point Enhanced Cap with Fee:  Cap 8.5%  - 1-Year S&P 500 Performance Trigger:  Cap 5.25%  - 1-Year S&P 500 Enhanced Performance Trigger with Fee:  Cap 6.75%  - 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 35% - 1-year S&P 500 Point-to-Point Enhanced Participation Rate with Fee:  Part Rate 45% - 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate\*:  Part Rate 80% - 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate\*:  Part Rate 105% - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 70% - 1-Year First Trust Capital Strength Barclays 10% Enhanced Flex-Lock Participation Rate and Volatility Limit:  Part Rate 90% - 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 175% - 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 135% **PrimeStart Bonus 10 100,000+** - 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 145% - 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 185% - 1-Year First Trust Capital Strength Barclays 10% Enhanced Flex-Lock Participation Rate and Volatility Limit:  Part Rate 100% - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 80% - 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate\*:  Part Rate 115% - 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate\*:  Part Rate 85% - 1-year S&P 500 Point-to-Point Enhanced Participation Rate with Fee:  Part Rate 50% - 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 40% - 1-Year S&P 500 Enhanced Performance Trigger with Fee:  Cap 7.5%  - 1-Year S&P 500 Performance Trigger:  Cap 6%  - 1-Year S&P 500 Point-to-Point Enhanced Cap with Fee:  Cap 10%  - 1-Year S&P 500 Point-to-Point with Cap:  Cap 8%  - 1-Year Fixed:  Rate: 3.5% **Retirement Stages Select 5 25,000+** - 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate\*:  Part Rate 100% - 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 165% - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 85% - 1 Year Fixed Account:  Rate: 4.65% - 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 9.75%  - 1-Year S&P 500 Performance Trigger:  Cap 7.5%  - 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 45% **Retirement Stages Select 5 100,000+** - 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 50% - 1-Year S&P 500 Performance Trigger:  Cap 8.25%  - 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 10.75%  - 1 Year Fixed Account:  Rate: 4.9% - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 95% - 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 180% - 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate\*:  Part Rate 110% **Retirement Stages Select 7 25,000+** - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 90% - 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 175% - 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate\*:  Part Rate 105% - 1-Year S&P 500 Performance Trigger:  Cap 7.75%  - 1 Year Fixed Account:  Rate: 4.85% - 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 10%  - 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 50% **Retirement Stages Select 7 100,000+** - 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 55% - 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 11%  - 1 Year Fixed Account:  Rate: 5.1% - 1-Year S&P 500 Performance Trigger:  Cap 8.5%  - 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate\*:  Part Rate 115% - 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 190% - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 100% **Target Growth 10 25,000+** - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 95% - 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate\*:  Part Rate 110% - 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 180% - 1-Year S&P 500 Performance Trigger:  Cap 8%  - 1 Year Fixed Account:  Rate: 5% - 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.25%  - 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 55% **Target Growth 10 100,000+** - 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 60% - 1-Year S&P 500 Point-to-Point with Cap:  Cap 11.25%  - 1 Year Fixed Account:  Rate: 5.25% - 1-Year S&P 500 Performance Trigger:  Cap 8.75%  - 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate\*, Boost and Knockout:  Part Rate 195% - 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate\*:  Part Rate 120% - 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate\* and Volatility Limit:  Part Rate 105% **Target Income 10 25,000+** - 1-Year RBA Select Equity Yield CIBC 5% Point to Point with Participation Rate:  Part Rate 115% - 1 Year Morgan Stanley Global Opportunities Index with Participation Rate:  Part Rate 105% - 1 Year S&P 500 with Cap:  Cap 5.5%  - 1 Year Fixed Account:  Rate: 3.25% - 1 Year S&P 500 with Participation Rate:  Part Rate 27% - 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with Participation Rate:  Part Rate 105% **Target Income 10 100,000+** - 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with Participation Rate:  Part Rate 120% - 1 Year S&P 500 with Participation Rate:  Part Rate 30% - 1 Year Fixed Account:  Rate: 3.4% - 1 Year S&P 500 with Cap:  Cap 5.75%  - 1 Year Morgan Stanley Global Opportunities Index with Participation Rate:  Part Rate 120% - 1-Year RBA Select Equity Yield CIBC 5% Point to Point with Participation Rate:  Part Rate 125% **Target Income 10 500,000+** - 1-Year RBA Select Equity Yield CIBC 5% Point to Point with Participation Rate:  Part Rate 130% - 1 Year Morgan Stanley Global Opportunities Index with Participation Rate:  Part Rate 125% - 1 Year S&P 500 with Cap:  Cap 6%  - 1 Year Fixed Account:  Rate: 3.5% - 1 Year S&P 500 with Participation Rate:  Part Rate 32% - 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with Participation Rate:  Part Rate 125% #### MYGA - **Apex MYGA 3 **10,000+  4.70% - **Apex MYGA 3 **100,000+  5.00% - **Apex MYGA 5 **10,000+  4.90% - **Apex MYGA 5 **100,000+  5.20% - **Apex MYGA 7 **10,000+  4.90% - **Apex MYGA 7 **100,000+  5.15% - **Pinnacle Plus MYGA 10 **25,000+  4.80% - **Pinnacle Plus MYGA 10 **100,000+  5.10% - **Pinnacle Plus MYGA 3 **25,000+  4.65% - **Pinnacle Plus MYGA 3 **100,000+  4.95% - **Pinnacle Plus MYGA 5 **25,000+  4.90% - **Pinnacle Plus MYGA 5 **100,000+  5.20% - **Pinnacle Plus MYGA 7 **25,000+  4.80% - **Pinnacle Plus MYGA 7 **100,000+  5.10% #### May 7, 2024 – Effective Date of Change ## Allianz Life Insurance Company of North America #### Fixed Indexed Annuity **Allianz 222 Annuity 20,000+** - 1-Year S&P 500 Monthly Sum Cap:  Cap 2%  - 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.25%  - 1-Year Fixed Interest Account:  Rate: 3.1% - Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 125% - PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 120% - 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 140% - 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 140% - 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 155% - 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 175% - 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 170% - 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 185% - BlackRock iBLD Claria ER Annual Point-to-Point w/PR :  Part Rate 135% **Allianz 360 Annuity 20,000+** - 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 105% - 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 100% - 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 105% - 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 150% - 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 165% - BlackRock iBLD Claria ER Annual Point-to-Point w/ PR:  Part Rate 75% - Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 75% - PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 70% - 1-Year S&P 500 Monthly Sum Cap:  Cap 1.4%  - 1-Year S&P 500 Annual Point-to-Point:  Cap 4%  - Fixed Interest Account:  Rate: 2.1% **Allianz Accumulation Advantage 20,000+** - PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 145% - Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR :  Part Rate 150% - BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR :  Part Rate 160% - S&P 500 Annual Point-to-Point:  Cap 7.25%  - S&P 500 Monthly Sum:  Cap 2.2%  - 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 180% - 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 175% - 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 180% - 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 200% - 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 195% - Fixed Account:  Rate: 7.5% - 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 210% **Allianz Accumulation Advantage 100,000+** - 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 225% - Fixed Account:  Rate: 8% - 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 210% - 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 215% - 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 200% - 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 185% - 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 190% - S&P 500 Monthly Sum:  Cap 2.5%  - S&P 500 Annual Point-to-Point:  Cap 9.25%  - BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR :  Part Rate 175% - Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR :  Part Rate 165% - PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 160% **Allianz Accumulation Advantage 7 20,000+** - Fixed Account:  Rate: 4.9% - 1-Year S&P 500 Annual Point-to-Point:  Cap 9%  - 2-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR:  Part Rate 210% - 2-Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 195% - 1-Year PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 175% - 1-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR :  Part Rate 190% - 1-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 65% - 2-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 75% **Allianz Accumulation Advantage 7 100,000+** - 2-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 90% - 1-Year S&P 500 Futures ER Point to Point with PR:  Part Rate 80% - 1-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR :  Part Rate 210% - 1-Year PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 195% - 2-Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 215% - 2-Year Bloomberg US Dynamic Balance ER Index III Point To Point W/ PR:  Part Rate 230% - 1-Year S&P 500 Annual Point-to-Point:  Cap 11%  - Fixed Account:  Rate: 5.4% **Allianz Benefit Control 20,000+** - 1-Year S&P 500 Monthly Sum Cap:  Cap 1.9%  - 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5%  - Fixed Interest Account:  Rate: 3% - Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 115% - PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 110% - BlackRock iBLD Claria ER Annual Point-to-Point w/PR :  Part Rate 125% - 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 135% - 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 140% - 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 150% - 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 170% - 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 165% - 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 180% **Allianz Core Income 7 Annuity 10,000+** - 1-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 125% - 2-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 195% - 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.5%  - 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 5.5%  - 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 5.5%  - 1-Year Bloomberg Dynamic Balance II with Spread:  Spread 3.75%  - 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 5.5%  - Fixed Interest Account :  Rate: 3.6% **Allianz Essential Income 7 10,000+** - 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.5%  - 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 5.5%  - Fixed Interest Account :  Rate: 3.6% **Retirement Foundation ADV 10,000+** - Fixed Interest Account :  Rate: 3.8% - 1-Year Nasdaq-100 Annual Point-to-Point Cap :  Cap 6%  - 1-Year S&P 500 Annual Point-to-Point Cap :  Cap 6%  - 1-Year Russell 2000 Annual Point-to-Point Cap :  Cap 6%  - 1-Year Bloomberg Dynamic Balance II Cap :  Cap 6%  [View full post](https://blog.iamsinc.com/on-the-move-april-30-2024) ```json { "@context" : "http://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Webmaster" }, "dateModified" : "2025-04-15T17:45:18.878Z", "datePublished" : "2024-04-30T13:24:55Z", "headline" : "On The Move – April 30, 2024", "image" : { "@type" : "ImageObject", "height" : 60, "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png", "width" : 60 }, "mainEntityOfPage" : "https://blog.iamsinc.com/on-the-move-april-30-2024", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 60, "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png", "width" : 60 }, "name" : "IAMS Blog" } } ```