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On The Move - December 24, 2024 - Insurance Agency Marketing Services

Written by Webmaster | Dec 24, 2024 9:24:51 AM

January 2, 2024 – Effective Date of Change

Power Select Builder 25,000+

  • 1 Year Russell 2000 Annual Point to Point :  Part Rate 25%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 6.3% 
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 260%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 225%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 310%
  • 2-Year PIMCO Global Optima Index Participation:  Part Rate 62%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 135%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 210%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 180%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 260%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 225%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 310%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 135%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 210%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 180%
  • 2-Year MLStrategic Balanced Index with Spread:  Spread 3.9% 
  • 1-Year Fixed Interest Account:  Rate: 3.95%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 8.5% 
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 34%
  • 1-Year ML Strategic Balanced Index with Participation Rate:  Part Rate 75%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 50%

Power Select Builder 100,000+

  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 60%
  • 1-Year ML Strategic Balanced Index with Participation Rate:  Part Rate 100%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 40%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 9.5% 
  • 1-Year Fixed Interest Account:  Rate: 4.2%
  • 2-Year MLStrategic Balanced Index with Spread:  Spread 3.4% 
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 195%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 230%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 150%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 330%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 240%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 280%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 195%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 230%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 150%
  • 2-Year PIMCO Global Optima Index Participation:  Part Rate 77%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 330%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 240%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 280%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 7.3% 
  • 1 Year Russell 2000 Annual Point to Point :  Part Rate 30%

Power Select Builder 8 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2.75% 
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 185%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 25%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 70%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 90%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 115%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 135%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 135%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 165%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 165%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 185%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 70%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 90%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 115%
  • 1 Year Fixed Account:  Rate: 2.15%
  • S&P 500 Annual Point-to-Point w/ Cap:  Cap 3.4% 
  • S&P 500 Annual Point-to-Point w/ Participation :  Part Rate 22%
  • ML Strategic Balanced Index 2-Year Point-to-Point w/ Participaiton:  Part Rate 60%
  • 2- Year PIMCO Global Optima Index Point-to-Point w/ Participation:  Part Rate 30%

Power Select Builder 8 100,000+

  • 2- Year PIMCO Global Optima Index Point-to-Point w/ Participation:  Part Rate 45%
  • ML Strategic Balanced Index 2-Year Point-to-Point w/ Participaiton:  Part Rate 70%
  • S&P 500 Annual Point-to-Point w/ Participation :  Part Rate 25%
  • S&P 500 Annual Point-to-Point w/ Cap:  Cap 4.15% 
  • 1 Year Fixed Account:  Rate: 2.3%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 140%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 115%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 95%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 210%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 190%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 160%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 190%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 160%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 140%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 115%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 95%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 40%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 210%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 3.5% 

Power Select Plus Income 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2% 
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 30%
  • 2-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 1%  Part Rate 125%
  • 1-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 0.5%  Part Rate 95%
  • 1-Year Russel 2000 Annual Point to Point with PR:  Part Rate 11%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 0.5%  Part Rate 95%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 125%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 16%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 27%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 45%
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 4.7% 
  • 1-Year Fixed Interest Account:  Rate: 1.5%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 3.25% 

Power Select Plus Income 100,000+

  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 4% 
  • 1-Year Fixed Interest Account:  Rate: 1.75%
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 4.2% 
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 70%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 35%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 20%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 145%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 0.5%  Part Rate 115%
  • 1-Year Russel 2000 Annual Point to Point with PR:  Part Rate 16%
  • 1-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 0.5%  Part Rate 115%
  • 2-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 1%  Part Rate 145%
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 45%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2.55% 

Power Select Plus Income with Multiplier® 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2% 
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 20%
  • 1-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 0.5%  Part Rate 65%
  • 2-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 1%  Part Rate 85%
  • 1-Year Russell 2000 Annual Point to Point with PR:  Part Rate 7%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread:  Spread 0.5%  Part Rate 65%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 85%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate :  Part Rate 7%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 25%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 12%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account :  Cap 2.25% 
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 4.7% 
  • 1-Year Fixed Interest Account:  Rate: 1%

Power Select Plus Income with Multiplier® 100,000+

  • 1-Year Fixed Interest Account:  Rate: 1.25%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account :  Cap 3% 
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 4.2% 
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 25%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 50%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate :  Part Rate 11%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 105%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread:  Spread 0.5%  Part Rate 85%
  • 1-Year Russell 2000 Annual Point to Point with PR:  Part Rate 12%
  • 2-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 1%  Part Rate 105%
  • 1-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 0.5%  Part Rate 85%
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 35%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2.1% 

Delaware Life

Growth Pathway 5 10,000+

  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 7.75% 
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 70%
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 115%
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 100%
  • 1 Year S&P 500 Point to Point Cap:  Cap 7.5% 
  • 1 Year S&P 500 Point to Point Participation :  Part Rate 40%
  • 1 Year S&P 500 Performance Trigger:  Cap 6.5% 
  • 1 Year Fixed Account:  Rate: 4.1%
  • 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 5.6% 
  • 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 6.25% 

Growth Pathway 5 25,000+

  • 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 7.25% 
  • 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 6.1% 
  • 1 Year Fixed Account:  Rate: 4.4%
  • 1 Year S&P 500 Performance Trigger:  Cap 7.25% 
  • 1 Year S&P 500 Point to Point Participation :  Part Rate 45%
  • 1 Year S&P 500 Point to Point Cap:  Cap 9% 
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 110%
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 130%
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 80%
  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 8.75% 

Growth Pathway 5 100,000+

  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 9.5% 
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 85%
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 140%
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 125%
  • 1 Year S&P 500 Point to Point Cap:  Cap 10% 
  • 1 Year S&P 500 Point to Point Participation :  Part Rate 50%
  • 1 Year S&P 500 Performance Trigger:  Cap 7.75% 
  • 1 Year Fixed Account:  Rate: 4.65%
  • 1 Year S&P 500 Perfomance Trigger and 5 Year Rate Lock:  Cap 6.6% 
  • 1 Year S&P 500 Point to Point Cap and 5 Year Rate Lock:  Cap 7.75% 

Growth Pathway 7 10,000+

  • 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 6.5% 
  • 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 5.8% 
  • 1 Year S&P 500 Point to Point Cap:  Cap 7.75% 
  • 1 Year S&P 500 Point to Point Participation :  Part Rate 45%
  • 1 Year S&P 500 Performance Trigger:  Cap 6.75% 
  • 1 Year Fixed Account:  Rate: 4.15%
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 105%
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 75%
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 120%
  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 8% 

Growth Pathway 7 25,000+

  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 9% 
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 135%
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 85%
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 115%
  • 1 Year Fixed Account:  Rate: 4.45%
  • 1 Year S&P 500 Performance Trigger:  Cap 7.5% 
  • 1 Year S&P 500 Point to Point Participation :  Part Rate 50%
  • 1 Year S&P 500 Point to Point Cap:  Cap 9.25% 
  • 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 6.3% 
  • 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 7.5% 

Growth Pathway 7 100,000+

  • 1 Year S&P 500 Point to Point Cap and 7 Year Rate Lock:  Cap 8% 
  • 1 Year S&P 500 Perfomance Trigger and 7 Year Rate Lock:  Cap 6.8% 
  • 1 Year S&P 500 Point to Point Cap:  Cap 10.25% 
  • 1 Year S&P 500 Point to Point Participation :  Part Rate 55%
  • 1 Year S&P 500 Performance Trigger:  Cap 8% 
  • 1 Year Fixed Account:  Rate: 4.7%
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 130%
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 90%
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 145%
  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 9.75%

Retirement Stages Select 5 25,000+

  • 1 Year S&P 500® Dynamic Intraday TCA Point-to-Point with Participation Rate:  Part Rate 65%
  • 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 40%
  • 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 95%
  • 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 150%
  • 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 80%
  • 1 Year Fixed Account:  Rate: 4.35%
  • 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 9% 
  • 1-Year S&P 500 Performance Trigger:  Cap 6.75% 

Retirement Stages Select 5 100,000+

  • 1-Year S&P 500 Performance Trigger:  Cap 7.75% 
  • 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 10% 
  • 1 Year Fixed Account:  Rate: 4.6%
  • 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 170%
  • 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 105%
  • 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 45%
  • 1 Year S&P 500® Dynamic Intraday TCA Point-to-Point with Participation Rate:  Part Rate 70%

Retirement Stages Select 7 25,000+

  • 1 Year S&P 500® Dynamic Intraday TCA Point-to-Point with Participation Rate:  Part Rate 70%
  • 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 45%
  • 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 85%
  • 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 160%
  • 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 100%
  • 1-Year S&P 500 Performance Trigger:  Cap 7% 
  • 1 Year Fixed Account:  Rate: 4.4%
  • 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 9.25% 

Retirement Stages Select 7 100,000+

  • 1-Year S&P 500 Point-To-Point with Cap with Bailout Cap:  Cap 10.25% 
  • 1 Year Fixed Account:  Rate: 4.65%
  • 1-Year S&P 500 Performance Trigger:  Cap 7.85% 
  • 1-Year Goldman Sachs Canopy Point-to-Point Enhanced with Flex-Lock Participation Rate*:  Part Rate 110%
  • 1-Year Franklin SG Select Point-to-Point Enhanced with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 180%
  • 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 95%
  • 1-year S&P 500 Point-to-Point with Participation Rate:  Part Rate 50%
  • 1 Year S&P 500® Dynamic Intraday TCA Point-to-Point with Participation Rate:  Part Rate 75%

Target Growth 10 25,000+

  • 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 90%
  • 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate*:  Part Rate 105%
  • 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 165%
  • 1-Year S&P 500 Performance Trigger:  Cap 7.05% 
  • 1 Year Fixed Account:  Rate: 4.6%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 50%

Target Growth 10 100,000+

  • 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 55%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 10.5% 
  • 1 Year Fixed Account:  Rate: 4.85%
  • 1-Year S&P 500 Performance Trigger:  Cap 7.9% 
  • 1-Year Franklin SG Select Point-to-Point with Flex-Lock Participation Rate*, Boost and Knockout:  Part Rate 185%
  • 1-Year Goldman Sachs Canopy Point-to-Point with Flex-Lock Participation Rate*:  Part Rate 115%
  • 1-Year First Trust Capital Strength Barclays 10% with Flex-Lock Participation Rate* and Volatility Limit:  Part Rate 100%

Target Income 10 25,000+

  • 1 Year Fixed Account:  Rate: 3.15%
  • 1 Year S&P 500 with Participation Rate:  Part Rate 30%
  • 1 Year S&P 500 with Cap:  Cap 5.25% 
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 80%
  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 5.25% 
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 95%
  • 1 Year S&P 500 Performance Trigger:  Cap 4.5% 
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 55%

Target Income 10 100,000+

  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 60%
  • 1 Year S&P 500 Performance Trigger:  Cap 4.75% 
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 100%
  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 5.5% 
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 85%
  • 1 Year S&P 500 with Cap:  Cap 5.5% 
  • 1 Year S&P 500 with Participation Rate:  Part Rate 33%
  • 1 Year Fixed Account:  Rate: 3.3%

Target Income 10 500,000+

  • 1 Year Fixed Account:  Rate: 3.4%
  • 1 Year S&P 500 with Participation Rate:  Part Rate 35%
  • 1 Year S&P 500 with Cap:  Cap 5.75% 
  • 1 Year Franklin SG Select Advantage Point to Point with Participation:  Part Rate 90%
  • 1 Year Invesco QQQ EFT Point to Point with Cap:  Cap 5.75% 
  • 1 Year Janus Henderson Adaptive Market Leaders U.S. Point to Point with Participation:  Part Rate 105%
  • 1 Year S&P 500 Performance Trigger:  Cap 5% 
  • 1 Year First Trust Capital Strength Barclays 10% Point to Point with Participation:  Part Rate 65%
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