--- title: On The Move - July 11, 2023 - Insurance Agency Marketing Services description: Rates changing! 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[AssessBest](https://www.iamsinc.com/assessbest/) - [Marketing Corner](https://www.iamsinc.com/marketing-corner/) - [Contact](https://www.iamsinc.com/contact/) # On The Move – July 11, 2023 ### **July 13, 2023** – Effective Date of Change ### Oceanview Life and Annuity #### Fixed Indexed Annuity **Harbourview FIA 10 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 11.850%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 35% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 8.000%  - 1 Year Fixed Rate Account:  Rate: 6.75% - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 40% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 11.850%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 11.850%  **Harbourview FIA 10 CA 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 11.850%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 30% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 8.000%  - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 32% - 1 Year Fixed Rate Account:  Rate: 6.75% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 11.850%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 11.850%  **Harbourview FIA 3 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 5.850%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 15% - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 27% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 4.000%  - 1 Year Fixed Account:  Rate: 5.00% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 5.850%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 5.850%  **Harbourview FIA 3 CA 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 5.850%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 14% - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 22% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 4.000%  - 1 Year Fixed Account:  Rate: 5.00% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 5.850%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 5.850%  **Harbourview FIA 5 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 9.600%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 30% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 5.000%  - 1 Year Fixed Account:  Rate: 5.00% - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 35% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 9.600%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 9.600%  **Harbourview FIA 5 CA 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 9.600%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 25% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 5.000%  - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 27% - 1 Year Fixed Account:  Rate: 5.00% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 9.600%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 9.600%  **Harbourview FIA 7 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 11.350%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 30% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 6.000%  - 1 Year Fixed Account:  Rate: 6.15% - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 35% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 11.350%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 11.350%  **Harbourview FIA 7 CA 20,000+** - 1 Year S&P 500 Annual Point to Point w/ Cap:  Cap 11.350%  - 1 Year S&P 500 Annual Point to Point w/ Participation:  Part Rate 25% - 1 Year S&P 500 Monthly Average w/ Cap:  Cap 6.000%  - 2 Year S&P 500 Point to Point w/ Participation Rate:  Part Rate 27% - 1 Year Fixed Account:  Rate: 6.15% - 1 Year Russell 2000 Annual Point to Point w/ Cap:  Cap 11.350%  - 1 Year Nasdaq-100 Annual Point to Point w/ Cap:  Cap 11.350% ### July 19, 2023 – Effective Date of Change ### American Equity Investment Life Insurance Company #### Fixed Indexed Annuity **AssetShield 10 5,000+** - S&P 500 Annual Pt to Pt with Cap:  Cap 10.000%  - S&P 500 Monthly Sum Pt to Pt with Cap:  Cap 2.600%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR:  Part Rate 175% - S&P 500 Annual Pt to Pt with PR:  Part Rate 30% - S&P 500 NeXt Monthly Pt to Pt with Replacement Rate:  Cap 0.100%  - 1 Year Fixed Account:  Rate: 4.00% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR:  Part Rate 250% - BofA Destinations Index Annual Pt to Pt with PR:  Part Rate 170% - CS Tech Edge Annual Pt to Pt with PR:  Part Rate 175% - SG Global Sentiment Annual Pt to Pt with PR:  Part Rate 165% - BofA Destinations Index 2-Year Pt to Pt with PR :  Part Rate 250% - CS Tech Edge 2-Year Pt to Pt with PR :  Part Rate 265% - SG Global Sentiment 2-Year Pt to Pt with PR :  Part Rate 240% - S&P 500 Annual Pt to Pt with Cap and Fee:  Cap 13.000%  - S&P 500 Monthly Pt to Pt with Cap and Fee:  Cap 3.400%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR and Fee:  Part Rate 245% - S&P 500 Annual Pt to Pt with PR and Fee:  Part Rate 45% - S&P 500 NeXt Monthly Pt to Pt with Replacement Rate with Fee:  Cap 1.200%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR and Fee:  Part Rate 345% - BofA Destinations Index Annual Pt to Pt with PR and Fee:  Part Rate 225% - CS Tech Edge Annual Pt to Pt with PR and Fee:  Part Rate 235% - SG Global Sentiment Annual Pt to Pt with PR and Fee:  Part Rate 220% - BofA Destinations Index 2-Year Pt to Pt with PR and Fee:  Part Rate 330% - CS Tech Edge 2-Year Pt to Pt with PR and Fee:  Part Rate 350% - SG Global Sentiment 2-Year Pt to Pt with PR and Fee:  Part Rate 320% - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate:  Part Rate 140% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate:  Part Rate 205% - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate \*FEE\*:  Part Rate 195% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate \*FEE\*:  Part Rate 285% **AssetShield 5 5,000+** - S&P 500 Annual Pt to Pt w/Cap:  Cap 8.500%  - S&P 500 Monthly Pt to Pt w/Cap:  Cap 2.300%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index:  Part Rate 145% - S&P 500 Annual Pt to Pt w/PR:  Part Rate 24% - S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate:  Cap 0.100%  - 1 Year Fixed Account:  Rate: 3.35% - BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 110% - CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 115% - SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 110% - S&P 500 Annual Pt to Pt w/Cap \*FEE\*:  Cap 12.000%  - S&P 500 Monthly Pt to Pt w/Cap \*FEE\*:  Cap 3.100%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index \*FEE\*:  Part Rate 230% - S&P 500 Annual Pt to Pt w/PR \*FEE\*:  Part Rate 38% - S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate \*FEE\*:  Cap 1.200%  - BofA Destinations Index Annual Pt to Pt w/PR \*FEE\*:  Part Rate 210% - CS Tech Edge Annual Pt to Pt w/PR \*FEE\*:  Part Rate 215% - SG Global Sentiment Annual Pt to Pt w/PR \*FEE\*:  Part Rate 210% - BlackRock Adaptive US Equity 7% Pt to Pt with Par Rate:  Part Rate 125% - BlackRock Adaptive US Equity 7% Pt to Pt with Par Rate \*FEE\*:  Part Rate 180% **AssetShield 7 5,000+** - S&P 500 Annual Pt to Pt w/Cap:  Cap 9.250%  - S&P 500 Monthly Pt to Pt w/Cap:  Cap 2.500%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index:  Part Rate 160% - S&P 500 Annual Pt to Pt w/PR:  Part Rate 29% - S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate:  Cap 0.100%  - 1 Year Fixed Account:  Rate: 3.75% - BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 125% - CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 130% - SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 125% - S&P 500 Annual Pt to Pt w/Cap \*FEE\*:  Cap 12.750%  - S&P 500 Monthly Pt to Pt w/Cap \*FEE\*:  Cap 3.300%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index \*FEE\*:  Part Rate 240% - S&P 500 Annual Pt to Pt w/PR \*FEE\*:  Part Rate 43% - S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate \*FEE\*:  Cap 1.200%  - BofA Destinations Index Annual Pt to Pt w/PR \*FEE\*:  Part Rate 220% - CS Tech Edge Annual Pt to Pt w/PR \*FEE\*:  Part Rate 225% - SG Global Sentiment Annual Pt to Pt w/PR \*FEE\*:  Part Rate 215% - BlackRock Adaptive US Equity 7% Pt to Pt with Par Rate:  Part Rate 135% - BlackRock Adaptive US Equity 7% Pt to Pt with Par Rate \*Fee\*:  Part Rate 190% **AssetShield 9 Bonus CA 5,000+** - Traditional Fixed Value:  Rate: 4.10% - S&P 500 Annual Pt to Pt w/Cap:  Cap 7.750%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR:  Part Rate 100% - S&P 500 Annual Pt to Pt w/PR:  Part Rate 30% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR:  Part Rate 140% - BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 100% - CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 100% - SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 100% - BofA Destinations Index Annual Pt to Pt w/PR \*FEE\*:  Part Rate 170% - CS Tech Edge Annual Pt to Pt w/PR \*FEE\*:  Part Rate 170% - BofA Destinations Index 2 Year Pt to Pt w/PR :  Part Rate 140% - BofA Destinations Index 2 Year Pt to Pt w/PR \*FEE\*:  Part Rate 240% - CS Tech Edge 2 Year Pt to Pt w/PR :  Part Rate 140% - CS Tech Edge 2 Year Pt to Pt w/PR \*FEE\*:  Part Rate 240% - SG Global Sentiment 2 Year Pt to Pt w/PR :  Part Rate 140% - SG Global Sentiment 2 Year Pt to Pt w/PR \*FEE\*:  Part Rate 240% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR \*FEE\*:  Part Rate 170% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR \*FEE\*:  Part Rate 240% - S&P 500 Annual Pt to Pt w/Cap \*FEE\*:  Cap 11.000%  - S&P 500 Annual Pt to Pt w/PR \*FEE\*:  Part Rate 45% - SG Global Sentiment Annual Pt to Pt w/PR \*FEE\*:  Part Rate 170% - S&P 500 Monthly Pt to Pt w/Cap:  Cap 1.900%  - S&P 500 Monthly Pt to Pt w/Cap \*FEE\*:  Cap 2.600%  - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate:  Part Rate 105% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate:  Part Rate 150% - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate \*FEE\*:  Part Rate 155% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate \*FEE\*:  Part Rate 230% **AssetShield 9 CA 5,000+** - S&P 500 Annual Pt to Pt w/Cap:  Cap 10.000%  - S&P 500 Monthly Pt to Pt w/Cap:  Cap 2.600%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR:  Part Rate 175% - S&P 500 Annual Pt to Pt w/PR:  Part Rate 30% - S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate:  Cap 0.100%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR:  Part Rate 250% - Traditional Fixed Value:  Rate: 4.00% - BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 170% - CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 175% - SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 165% - BofA Destinations Index Annual Pt to Pt w/PR \*FEE\*:  Part Rate 225% - CS Tech Edge Annual Pt to Pt w/PR \*FEE\*:  Part Rate 235% - SG Global Sentiment Annual Pt to Pt w/PR \*FEE\*:  Part Rate 220% - BofA Destinations Index 2 Year Pt to Pt w/PR :  Part Rate 250% - BofA Destinations Index 2 Year Pt to Pt w/PR \*FEE\*:  Part Rate 330% - CS Tech Edge 2 Year Pt to Pt w/PR :  Part Rate 265% - CS Tech Edge 2 Year Pt to Pt w/PR \*FEE\*:  Part Rate 350% - SG Global Sentiment 2 Year Pt to Pt w/PR :  Part Rate 240% - SG Global Sentiment 2 Year Pt to Pt w/PR \*FEE\*:  Part Rate 320% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR \*FEE\*:  Part Rate 245% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR \*FEE\*:  Part Rate 345% - S&P 500 Annual Pt to Pt w/Cap \*FEE\*:  Cap 13.000%  - S&P 500 Monthly Pt to Pt w/Cap \*FEE\*:  Cap 3.400%  - S&P 500 Annual Pt to Pt w/PR \*FEE\*:  Part Rate 45% - S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate \*FEE\*:  Cap 1.200%  - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate:  Part Rate 140% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate:  Part Rate 205% - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate \*FEE\*:  Part Rate 195% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate \*FEE\*:  Part Rate 285% **AssetShield Bonus 10 5,000+** - 1 Year Fixed Account:  Rate: 3.99% - S&P 500 Annual Pt to Pt with Cap:  Cap 7.750%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR:  Part Rate 100% - S&P 500 Annual Pt to Pt with PR:  Part Rate 30% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR:  Part Rate 140% - BofA Destinations Index Annual Pt to Pt with PR:  Part Rate 100% - CS Tech Edge Annual Pt to Pt with PR:  Part Rate 100% - SG Global Sentiment Annual Pt to Pt with PR:  Part Rate 100% - BofA Destinations Index 2-Year Pt to Pt with PR :  Part Rate 140% - CS Tech Edge 2-Year Pt to Pt with PR :  Part Rate 140% - SG Global Sentiment 2-Year Pt to Pt with PR :  Part Rate 140% - S&P 500 Annual Pt to Pt with Cap and Fee:  Cap 11.000%  - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR and Fee:  Part Rate 170% - S&P 500 Annual Pt to Pt with PR and Fee:  Part Rate 45% - S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR and Fee:  Part Rate 240% - BofA Destinations Index Annual Pt to Pt with PR and Fee:  Part Rate 170% - CS Tech Edge Annual Pt to Pt with PR and Fee:  Part Rate 170% - SG Global Sentiment Annual Pt to Pt with PR and Fee:  Part Rate 170% - BofA Destinations Index 2-Year Pt to Pt with PR and Fee:  Part Rate 240% - CS Tech Edge 2-Year Pt to Pt with PR and Fee:  Part Rate 240% - SG Global Sentiment 2-Year Pt to Pt with PR and Fee:  Part Rate 240% - S&P 500 Monthly Sum Pt to Pt with Cap:  Cap 1.900%  - S&P 500 Monthly Pt to Pt with Cap and Fee:  Cap 2.600%  - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate:  Part Rate 105% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate:  Part Rate 150% - BlackRock Adaptive US Equity 7% Annual Pt to Pt with Par Rate \*FEE\*:  Part Rate 155% - BlackRock Adaptive US Equity 7% 2-Year Pt to Pt with Par Rate \*FEE\*:  Part Rate 230% #### Author:Webmaster [Next Speak to Clients with Language That Sells](https://blog.iamsinc.com/speak-to-clients-with-language-that-sells) [Previous On The Move – July 18, 2023](https://blog.iamsinc.com/on-the-move-july-18-2023) ### Recent Posts ### Insurance Agency Marketing Services, Inc. 505 North 210th Street, Elkhorn, NE 68022 (800) 255-5055 (402) 330-7296 [contact@iamsinc.com](mailto:contact@iamsinc.com) ### Marketing Corner ### Our Location ### Follow us Find us on: [Facebook](https://www.facebook.com/iamsinc/) [Twitter](https://twitter.com/IAMSINC) [YouTube](https://www.youtube.com/user/IAMSinc) [Linkedin](https://www.linkedin.com/company/insurance-agency-marketing/) Search: ©2025 Insurance Agency Marketing Services, Inc. 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