On The Move – August 22, 2023

August 23, 2023 – Effective Date of Change

Americo

Fixed Indexed Annuity

Elite 5 10,000+

  • Declared Interest Option:  Rate: 4.85%
  • 1-Year Dow Jones US Real Estate Pt-to-Pt with PR:  Part Rate 55%
  • 5-Year Dow Jones US Real Estate Pt-to-Pt with Final Average with PR:  Part Rate 144%
  • 1-Year S&P 500 Pt-to-Pt with PR :  Part Rate 50%
  • 5-Year S&P 500 Pt-to-Pt with Final Average with PR:  Part Rate 100%
  • 5-Year NASDAQ Biotechnology Pt-to-Pt with Final Average with PR :  Part Rate 89%
  • 1-Year NASDAQ Biotechnology Pt-to-Pt with PR :  Part Rate 44%
  • 1-Year S&P Technology Select Sector Pt-to-Pt with PR :  Part Rate 40%
  • 5-Year S&P Technology Select Sector Pt-to-Pt with Final Average with PR :  Part Rate 85%
  • 1-Year S&P Health Care Select Sector Pt-to-Pt with PR :  Part Rate 59%
  • 5-Year S&P Health Care Select Sector Pt-to-Pt with Final Average with PR :  Part Rate 120%

Growth Commander 10 10,000+

  • Declared Interest Account:  Rate: 5.15%
  • 1-Year S&P 500 with Cap:  Cap 7.800% 
  • 1-Year S&P 500 with Cap and Fee:  Cap 11.600% 
  • 1-Year S&P 500 MARC 5% with Participation:  Part Rate 164%
  • 1-Year S&P 500 MARC 5% with Participation and Fee:  Part Rate 224%
  • 1-Year S&P 500 with Participation:  Part Rate 50%
  • 1-Year S&P 500 with Participation and Fee:  Part Rate 65%
  • 5-Year SG Global Balanced Index Annual Sum with Participation and Cap:  Cap 7.000%  Part Rate 280% Floor -10.00% 
  • 1-Year SG Global Balanced Index Guaranteed Rate with Participation:  Part Rate 157%
  • 1-Year SG Global Balanced Index Guaranteed Rate with Participation and Fee:  Part Rate 215%
  • 2-Year SG Global Balanced Index Guaranteed Rate with Participation:  Part Rate 212%
  • 2-Year SG Global Balanced Index Guaranteed Rate with Participation and Fee:  Part Rate 290%
  • 1-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Particiption:  Part Rate 145%
  • 1-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Participation and Fee:  Part Rate 199%
  • 2-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Particiption:  Part Rate 224%
  • 2-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Participation and Fee:  Part Rate 308%

Growth Commander 6 10,000+

  • 1-Year S&P 500 with Cap:  Cap 7.700% 
  • 1-Year S&P 500 with Cap and Fee:  Cap 11.500% 
  • 1-Year S&P 500 MARC 5% with Participation:  Part Rate 161%
  • 1-Year S&P 500 MARC 5% with Participation and Fee:  Part Rate 221%
  • 1-Year S&P 500 with Participation:  Part Rate 47%
  • 1-Year S&P 500 with Participation and Fee:  Part Rate 64%
  • 6-Year SG Global Balanced Index Annual Sum with Participation and Cap:  Cap 7.000%  Part Rate 287% Floor -10.00% 
  • 1-Year SG Global Balanced Index Guaranteed Rate with Participation:  Part Rate 154%
  • 1-Year SG Global Balanced Index Guaranteed Rate with Participation and Fee:  Part Rate 212%
  • 2-Year SG Global Balanced Index Guaranteed Rate with Participation:  Part Rate 208%
  • 2-Year SG Global Balanced Index Guaranteed Rate with Participation and Fee:  Part Rate 286%
  • 1-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Participation:  Part Rate 142%
  • 1-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Participation and Fee:  Part Rate 196%
  • 2-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Participation:  Part Rate 220%
  • 2-Year Morgan Stanley Enhanced Allocation Index Guaranteed Rate with Participation and Fee:  Part Rate 304%
  • Declared Interest Account:  Rate: 5.10%

Ultimate One Index 7 10,000+

  • 1-Year S&P 500 Point-to-Point with Participation Rate :  Part Rate 49%
  • 1-Year S&P 500 Point-to-Point with Cap :  Cap 8.350% 
  • 1-Year S&P 500 Monthly Averaging with Participation Rate :  Part Rate 82%
  • Declared Interest Option :  Rate: 4.30%
  • 1-Year S&P 500 Monthly Averaging with Cap :  Cap 12.850% 

Ultimate One Index 9 10,000+

  • Declared Interest Option :  Rate: 4.45%
  • 1-Year S&P 500 Point-to-Point with Participation Rate :  Part Rate 51%
  • 1-Year S&P 500 Point-to-Point with Cap :  Cap 8.500% 
  • 1-Year S&P 500 Monthly Averaging with Participation Rate :  Part Rate 86%
  • 1-Year S&P 500 Monthly Averaging with Cap :  Cap 13.500% 

Ultimate One Index 9 Bonus (411) 10,000+

  • Declared Interest Option:  Rate: 3.70%
  • 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 43%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 7.200% 
  • 1-Year S&P 500 Monthly Averaging with Participation Rate:  Part Rate 72%
  • 1-Year S&P 500 Monthly Averaging with Cap:  Cap 9.700% 

 Americo (Legacy)

Fixed Indexed Annuity

ClassicMark 10 10,000+

  • 1-Year S&P 500 Point-to-Point :  Cap 9.000% 
  • 2-Year S&P 500 Point-to-Point w/ PR :  Part Rate 70%
  • 1-Year Morgan Stanley TEBI Point-to-Point :  Part Rate 145%
  • 2-Year Morgan Stanley TEBI Point-to-Point :  Part Rate 200%
  • Declared Interest Option:  Rate: 5.50%
  • 5-Year FUSION Strategy Fixed Rate On Gain (Part A):  Cap 6.000% 
  • 5-Year FUSION Strategy Participation Rate (Part B):  Part Rate 134%
  • 1-Year SG Columbia Adaptive Risk Allocation Point-to-Point w/PR:  Part Rate 181%
  • 2-Year SG Columbia Adaptive Risk Allocation Point-to-Point w/PR :  Part Rate 250%
  • 1-Year Gold Point to Point with Participation:  Part Rate 53%

ClassicMark 10 Plus 10,000+

  • 1-Year S&P 500 Point-to-Point :  Cap 8.000% 
  • 2-Year S&P 500 Point-to-Point w/ PR :  Part Rate 63%
  • 1-Year Morgan Stanley TEBI Point-to-Point :  Part Rate 126%
  • 2-Year Morgan Stanley TEBI Point-to-Point:  Part Rate 174%
  • Declared Interest Option:  Rate: 5.00%
  • 1-Year SG Columbia Adaptive Risk Allocation Point-to-point W/PR :  Part Rate 158%
  • 5-Year FUSION Strategy Fixed Rate On Gain (Part A) :  Cap 5.000% 
  • 5-Year FUSION Strategy Participation Rate (Part B) :  Part Rate 127%
  • 2-Year SG Columbia Adaptive Risk Allocation Point-to-Point w/PR :  Part Rate 218%
  • 1-Year Gold Point to Point with Participation:  Part Rate 47%

LibertyMark Freedom 10 10,000+

  • 1-Yr S&P 500 PTP w/Cap:  Cap 9.000% 
  • 1-Yr S&P 500 PTP w/Cap with Fee:  Cap 14.000% 
  • 1-Yr S&P 500 PTP w/Par:  Part Rate 53%
  • 1-Yr S&P 500 PTP w/Par with Fee:  Part Rate 72%
  • 2-Yr S&P 500 PTP w/Par :  Part Rate 70%
  • 2-Yr S&P 500 PTP w/Par with Fee:  Part Rate 100%
  • 1-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par:  Part Rate 185%
  • 1-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par with Fee:  Part Rate 255%
  • 2-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par:  Part Rate 255%
  • 2-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par with Fee:  Part Rate 353%
  • 1-Yr SG Laser Index PTP w/ Par:  Part Rate 181%
  • 1-Yr SG Laser Index PTP w/ Par with Fee:  Part Rate 252%
  • 2-Yr SG Laser Index PTP w/ Par:  Part Rate 251%
  • 2-Yr SG Laser Index PTP w/ Par with Fee:  Part Rate 349%
  • Declared Interest Rate:  Rate: 5.70%

LibertyMark Freedom 10 Plus 10,000+

  • Declared Interest Rate:  Rate: 4.40%
  • 1-Yr S&P 500 PTP w/Cap:  Cap 7.000% 
  • 1-Yr S&P 500 PTP w/Cap with Fee:  Cap 11.000% 
  • 1-Yr S&P 500 PTP w/Par:  Part Rate 40%
  • 1-Yr S&P 500 PTP w/Par with Fee:  Part Rate 60%
  • 2-Yr S&P 500 PTP w/Par :  Part Rate 51%
  • 2-Yr S&P 500 PTP w/Par with Fee:  Part Rate 80%
  • 1-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par:  Part Rate 134%
  • 1-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par with Fee:  Part Rate 204%
  • 2-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par:  Part Rate 185%
  • 2-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par with Fee:  Part Rate 283%
  • 1-Yr SG Laser Index PTP w/ Par:  Part Rate 134%
  • 1-Yr SG Laser Index PTP w/ Par with Fee:  Part Rate 205%
  • 2-Yr SG Laser Index PTP w/ Par:  Part Rate 186%
  • 2-Yr SG Laser Index PTP w/ Par with Fee:  Part Rate 284%

LibertyMark Freedom 7 10,000+

  • 1-Yr S&P 500 PTP w/Cap:  Cap 8.400% 
  • 1-Yr S&P 500 PTP w/Cap with Fee:  Cap 12.500% 
  • 1-Yr S&P 500 PTP w/Par:  Part Rate 50%
  • 1-Yr S&P 500 PTP w/Par with Fee:  Part Rate 67%
  • 2-Yr S&P 500 PTP w/Par :  Part Rate 66%
  • 2-Yr S&P 500 PTP w/Par with Fee:  Part Rate 91%
  • 1-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par:  Part Rate 173%
  • 1-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par with Fee:  Part Rate 233%
  • 2-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par:  Part Rate 239%
  • 2-Yr SG Columbia Adaptive Risk Allocation Index PTP w/ Par with Fee:  Part Rate 322%
  • 1-Yr SG Laser Index PTP w/ Par:  Part Rate 171%
  • 1-Yr SG Laser Index PTP w/ Par with Fee:  Part Rate 232%
  • 2-Yr SG Laser Index PTP w/ Par:  Part Rate 237%
  • 2-Yr SG Laser Index PTP w/ Par with Fee:  Part Rate 321%
  • Declared Interest Rate:  Rate: 5.35%

Author:Webmaster

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