IAMS Blog

On The Move - August 16, 2022 - Insurance Agency Marketing Services

Written by Webmaster | Aug 15, 2022 11:24:00 AM

August 15, 2022 – 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 6.75% 
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 170%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 120%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 145%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 105%
  • 1-Year Fixed Interest Option:  Rate 3.50%

Integrity IndextraTM 10 15,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 6.00% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 175%
  • 1-Year Fixed Interest Option:  Rate 3.05%
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 150%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 105%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 92%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 132%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 157%

Integrity IndextraTM 7 15,000+

  • 1-Year Fixed Interest Option:  Rate 3.05%
  • 1-Year Point-to-Point S&P 500:  Cap 6.00% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 175%
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 150%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 105%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 157%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 132%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 92%

August 15, 2022 – Effective Date of Change

Lincoln Financial Group

Fixed Indexed Annuity

Lincoln OptiBlend 10 10,000+

  • 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.75% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 7.750% 
  • 1-Year Fixed Account:  Rate 2.90%
  • 1-Year S&P 500 Participation:  Part Rate 30%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 120%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 130%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 150%
  • 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 175%

Lincoln OptiBlend 10 100,000+

  • 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.50% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.250% 
  • 1-Year Fixed Account:  Rate 3.15%
  • 1-Year S&P 500 Participation:  Part Rate 35%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 145%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 155%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 200%

Lincoln OptiBlend 5 10,000+

  • 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.75% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.25% 
  • 1-Year Fixed Account:  Rate 3.50%
  • 1-Year S&P 500 Participation:  Part Rate 32%
  • 1 Year Fidelity AIM Dividend Index Participation:  Part Rate 110%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 125%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 170%

Lincoln OptiBlend 5 100,000+

  • 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.50% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.75% 
  • 1-Year Fixed Account:  Rate 3.75%
  • 1-Year S&P 500 Participation:  Part Rate 37%
  • 1 Year Fidelity AIM Dividend Index Participation:  Part Rate 135%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 150%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 195%

Lincoln OptiBlend 7 10,000+

  • 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.75% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.30% 
  • 1-Year Fixed Account:  Rate 3.50%
  • 1-Year S&P 500 Participation:  Part Rate 32%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 110%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 125%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 170%

Lincoln OptiBlend 7 100,000+

  • 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.50% 
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.80% 
  • 1-Year Fixed Account:  Rate 3.75%
  • 1-Year S&P 500 Participation:  Part Rate 37%
  • 1 Year Fidelity AIM Dividend Participation:  Part Rate 135%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 150%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 195%

MYGA

  • Lincoln MYGuarantee Plus 10 10,000+  3.20%
  • Lincoln MYGuarantee Plus 10 100,000+  3.50%
  • Lincoln MYGuarantee Plus 5 10,000+  3.10%
  • Lincoln MYGuarantee Plus 5 100,000+  3.40%
  • Lincoln MYGuarantee Plus 7 10,000+  3.15%
  • Lincoln MYGuarantee Plus 7 100,000+  3.45%
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