On The Move – April 9, 2024

April 15, 2024 – Effective Date of Change

Integrity Life Insurance Company

Fixed Indexed Annuity

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 230%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 170%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 190%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 145%
  • 1-Year Fixed Interest Option:  Rate: 4.65%

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 235%
  • 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 147%
  • 1-Year Fixed Interest Option:  Rate: 4.75%

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 265%
  • 1-Year Fixed Interest Option:  Rate: 4%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 200%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 150%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 125%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 165%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 200%

Integrity IndextraTM 10 – Two 15,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 10.5% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 270%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 205%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 155%
  • 1-Year Fixed Interest Option:  Rate: 4.1%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 205%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 170%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 127%

Integrity IndextraTM 7 15,000+

  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 200%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 165%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 125%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 200%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 150%
  • 1-Year Fixed Interest Option:  Rate: 4%
  • 1-Year Point-to-Point S&P 500:  Cap 9.25% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 265%

Integrity IndextraTM7 – Two 15,000+

  • 1-Year Point-to-Point S&P 500:  Cap 10.5% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 270%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 205%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 155%
  • 1-Year Fixed Interest Option:  Rate: 4.1%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 205%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 170%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 127%

Integrity Life Insurance Company (Legacy)

Fixed Indexed Annuity

JourneyMark 10,000+

  • Fixed:  Rate: 3.95%
  • 1-Year S&P 500 Point-to-Point:  Part Rate 42%
  • 1-Year GS Pathfinder Point-to-Point:  Part Rate 73%
  • 2-Year GS Pathfinder Point-to-Point:  Part Rate 120%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 160%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 232%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 205%

JourneyMark 5 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 46%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 160%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 225%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 175%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 252%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 222%
  • Fixed:  Rate: 4.3%

JourneyMark 7 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 46%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 160%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 225%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 175%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 252%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 222%
  • Fixed:  Rate: 4.3%

JourneyMark 7 w/ Cascade Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 46%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 160%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 225%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 175%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 252%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 222%
  • Fixed:  Rate: 4.3%

JourneyMark 7 w/ Expanse Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 55%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 187%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 265%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 207%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 297%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 260%
  • Fixed:  Rate: 5.1%

JourneyMark w/ Cascade Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 42%
  • 1-Year GS Pathfinder Point-to-Point:  Part Rate 73%
  • 2-Year GS Pathfinder Point-to-Point:  Part Rate 120%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 160%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 232%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 205%
  • Fixed:  Rate: 3.95%

JourneyMark w/ Expanse Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 51%
  • 1-Year GS Pathfinder Point-to-Point:  Part Rate 88%
  • 2-Year GS Pathfinder Point-to-Point:  Part Rate 144%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 192%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 277%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 242%
  • Fixed:  Rate: 4.75%

Lincoln Financial Group

Lincoln OptiBlend 10 10,000+

  • 1-Year S&P 500 Performance Triggered :  Cap 8% 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 285%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1-Year Fixed Account:  Rate: 4%
  • 1-Year S&P 500 Participation:  Part Rate 57%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 200%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6.25% 
  • 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% 

Lincoln OptiBlend 10 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 11% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread : 
  • 1 Year S&P 500 Dual Trigger:  Cap 7.6% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.5% 
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 225%
  • 1-Year S&P 500 Participation:  Part Rate 62%
  • 1-Year Fixed Account:  Rate: 4.5%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 250%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 300%
  • 1-Year S&P 500 Performance Triggered :  Cap 9% 

Lincoln OptiBlend 10 CA 10,000+

  • 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 Point-to-Point with Cap:  Cap 8% 
  • 1-Year S&P 500 Participation :  Part Rate 42%
  • 1-Year Fixed Account:  Rate: 4%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 165%
  • 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% 

Lincoln OptiBlend 10 CA 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.5% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 190%
  • 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% 
  • 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% 

Lincoln OptiBlend 5 10,000+

  • 1-Year S&P 500 Performance Triggered :  Cap 7.75% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1-Year S&P 500 Participation :  Part Rate 57%
  • 1 Year Fidelity AIM Dividend Index Participation:  Part Rate 165%
  • 1-Year Fixed Account:  Rate: 4%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6.25% 
  • 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% 

Lincoln OptiBlend 5 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.75% 
  • 1 Year S&P 500 Dual Trigger:  Cap 7.6% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.5% 
  • 1-Year Fixed Account:  Rate: 4.7%
  • 1 Year Fidelity AIM Dividend Index Participation:  Part Rate 190%
  • 1-Year S&P 500 Participation :  Part Rate 62%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 285%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1-Year S&P 500 Performance Triggered :  Cap 8.85% 

Lincoln OptiBlend 5 CA 10,000+

  • 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 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year S&P 500 Participation :  Part Rate 42%
  • 1-Year Fixed Account:  Rate: 3.85%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 155%
  • 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% 

Lincoln OptiBlend 5 CA 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.25% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 180%
  • 1-Year Fixed Account:  Rate: 4.25%
  • 1-Year S&P 500 Participation :  Part Rate 52%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9% 
  • 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% 

Lincoln OptiBlend 7 10,000+

  • 1-Year S&P 500 Performance Triggered :  Cap 8% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 165%
  • 1-Year S&P 500 Participation:  Part Rate 60%
  • 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 5% Daily Risk Control ER Spread:  Spread 0.25% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.75% 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1 Year S&P 500 Dual Trigger:  Cap 6.5% 

Lincoln OptiBlend 7 100,000+

  • 1 Year S&P 500 Dual Trigger:  Cap 7.75% 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 285%
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.75% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 1-Year Fixed Account:  Rate: 4.6%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.75% 
  • 1-Year S&P 500 Participation:  Part Rate 65%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 190%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1-Year S&P 500 Performance Triggered :  Cap 9% 

Lincoln OptiBlend 7 CA 10,000+

  • 1-Year S&P 500 Performance Triggered :  Cap 7.8% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year S&P 500 Participation:  Part Rate 42%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 160%
  • 1-Year Fixed Account:  Rate: 4%
  • 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 BlackRock Dynamic Allocation Participation:  Part Rate 185%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 235%

Lincoln OptiBlend 7 CA 100,000+

  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 210%
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.25% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 1-Year Fixed Account:  Rate: 4.25%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 185%
  • 1-Year S&P 500 Participation:  Part Rate 57%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.5% 
  • 1-Year S&P 500 Performance Triggered :  Cap 8.3% 

Lincoln Set 5 II 10,000+

  • 1 Year Fixed Account:  Rate: 3.85%
  • 1 Year S&P 500 Performance Triggered:  Cap 7% 
  • 1 Year S&P 500 7.5 Daily Risk Control Cap:  Cap 12% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6% 

Lincoln Set 5 II 100,000+

  • 1 Year S&P 500 Dual Trigger:  Cap 7.4% 
  • 1 Year S&P 500 7.5 Daily Risk Control Cap:  Cap 15% 
  • 1 Year S&P 500 Performance Triggered:  Cap 8.75% 
  • 1 Year Fixed Account:  Rate: 4.5%

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