On The Move – June 18, 2024

June 21, 2024 – Effective Date of Change

EquiTrust Life Insurance Company

Market Power Bonus Index 10,000+

  • 1-Year Barclays Focus50 Participation Index Account:  Part Rate 135%
  • 2-Year Barclays Focus50 Participation Index Account:  Part Rate 180%
  • 1-Year S&P MARC 5% ER Point to Point Participation:  Part Rate 150%
  • 2-Year S&P 500 Monthly Averaging Cap Index Account :  Cap 18% 
  • 1-Year Interest Account:  Rate: 3.5%
  • 1-Year S&P 500 Point-to-Point Cap Index Account:  Cap 7% 
  • 1 Year S&P 500 Monthly Average Participation Index Account:  Part Rate 75%
  • 1-Year S&P 500 Monthly Cap Index Account:  Cap 1.85% 
  • 1-Year S&P 500 Monthly Average Cap Index Account:  Cap 8% 
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 6% 
  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 60%

Market Ten Bonus Index 10,000+

  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 60%
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 6% 
  • 1-Year S&P 500 Monthly Average Cap Index Account:  Cap 8% 
  • 1-Year S&P 500 Point-to-Point Cap Index Account:  Cap 7% 
  • 1-Year Interest Account:  Rate: 3.5%
  • 1-Year S&P 500 Monthly Average Participation Index Account:  Part Rate 75%
  • 1-Year S&P 500 Monthly Cap Index Account:  Cap 1.85% 
  • 2-Year S&P 500 Monthly Average Cap Index Account :  Cap 18% 
  • 1-Year S&P MARC 5% ER Point to Point Participation :  Part Rate 150%
  • 1-Year Barclays Focus50 Participation Index Account:  Part Rate 135%
  • 2-Year Barclays Focus50 Participation Index Account:  Part Rate 180%

Market Value Index 10,000+

  • 1-Year Barclays Focus50 Participation Index Account:  Part Rate 175%
  • 2-Year Barclays Focus50 Participation Index Account:  Part Rate 225%
  • 1-Year S&P 500 Point-to-Point Participation Index Account:  Part Rate 50%
  • 1-Year S&P 500 Monthly Average Participation Index Account:  Part Rate 100%
  • 1-Year S&P 500 Monthly Cap Index Account:  Cap 2.35% 
  • 1-Year S&P 500 Point-to-Point Cap Index Account:  Cap 9% 
  • 1-Year S&P 500 Monthly Average Cap Index Account:  Cap 12% 
  • 1-Year Fixed Interest Account:  Rate: 4.75%
  • 2-Year S&P 500 Monthly Average Cap Index Account:  Cap 20% 
  • 1-Year S&P 500 MARC5 Participation Index Account:  Part Rate 200%
  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 75%
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 8% 

MarketFive Index 10,000+

  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 75%
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 8% 
  • 1-Year Interest Account:  Rate: 4.4%
  • 1-Year S&P 500 Point-to-Point Cap Index Account:  Cap 8.5% 
  • 1-Year S&P 500 Point-to-Point Participation Index Account :  Part Rate 50%
  • 1-Year S&P 500 Monthly Cap Index Account :  Cap 2.35% 
  • 1-Year Barclays Focus50 Participation Index Account:  Part Rate 170%
  • 1-Year S&P 500 MARC5 Participation Index Account:  Part Rate 190%
  • 1-Year S&P 500 Monthly Average Cap Index Account :  Cap 12% 
  • 1-Year S&P 500 Monthly Average Participation Index Account :  Part Rate 90%

MarketForce Bonus Index 10,000+

  • 1-Year Interest:  Rate: 3.3%
  • S&P 500 1-Year Point-to-Point Cap:  Cap 6% 
  • MARC 5% 1-Year Point-to-Point Participation:  Part Rate 145%
  • S&P 500 1-Year Point-to-Point Cap with Fee:  Cap 8.5% 
  • S&P 500 1-Year Point-to-Point Participation with Fee:  Part Rate 55%
  • Focus50 1-Year Point-to-Point Participation with Fee:  Part Rate 180%
  • MARC 5% 1-Year Point-to-Point Participation with Fee:  Part Rate 200%
  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 55%
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 5.5% 

MarketMax Index 10,000+

  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 75%
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 8% 
  • S&P 500 1-Year Point-to-Point Cap:  Cap 9% 
  • MARC 5% 1-Year Point-to-Point Participation:  Part Rate 190%
  • S&P 500 1-Year Point-to-Point Cap with Fee:  Cap 11% 
  • S&P 500 1-Year Point-to-Point Participation with Fee:  Part Rate 65%
  • Focus50 1-Year Point-to-Point Participation with Fee:  Part Rate 210%
  • MARC 5% 1-Year Point-to-Point Participation with Fee:  Part Rate 235%
  • 1-Year Interest:  Rate: 4.5%

MarketSeven Index 10,000+

  • 1-Year Barclays Focus50 Participation Index Account:  Part Rate 175%
  • 2-Year Barclays Focus50 Participation Index Account:  Part Rate 220%
  • 1-Year S&P 500 Point-to-Point Cap Index Account:  Cap 9% 
  • 1-Year S&P 500 Monthly Average Cap Index Account :  Cap 12% 
  • 1-Year Interest Account:  Rate: 4.75%
  • 1-Year S&P 500 Point-to-Point Participation Index Account :  Part Rate 50%
  • 1-Year S&P 500 Monthly Average Participation Index Account :  Part Rate 100%
  • 2-Year S&P 500 Monthly Average Cap Index Account :  Cap 20% 
  • 1-Year S&P 500 Monthly Cap Index Account :  Cap 2.35% 
  • 1-Year S&P 500 MARC5 Participation Index Account:  Part Rate 200%
  • 1-Year S&P 500 Dynamic Intraday TCA Pt-to-Pt Par:  Part Rate 75%
  • 1-Year S&P 500 Pt-to-Pt Performance Trigger:  Cap 8% 

June 25, 2024 – Effective Date of Change

Revol One Financial

Fixed Indexed Annuity

Enduris 6 50,000+

  • Fixed:  Rate: 5%
  • 1 Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 40%
  • 2 Year S&P 500 Point-to-Point with Participation Rate :  Part Rate 50%
  • 1 Year S&P 500 Point-to-Point with CAP :  Cap 12% 
  • 2 Year S&P 500 Point-to-Point with CAP:  Cap 20% 

Excelera Plus 3 Year 50,000+

  • MYGA Fixed Option :  Rate: 4%
  • S&P 500 3 Year Point-to-Point Particpation Rate:  Part Rate 60%

Excelera Plus 5 Year 50,000+

  • MYGA Fixed Option :  Rate: 4%
  • S&P 500 5 Year Point-to-Point Particpation Rate:  Part Rate 70%

Excelera Plus 7 Year 50,000+

  • MYGA Fixed Option :  Rate: 4%
  • S&P 500 7 Year Point-to-Point Particpation Rate:  Part Rate 80%

MYGA

  • Excelera 3 Year 50,000+  5.55%
  • Excelera 5 Year 50,000+  5.65%
  • Excelera 7 Year 50,000+  5.85%
  • Excelera Plus 3 Year 50,000+  4.00%
  • Excelera Plus 5 Year 50,000+  4.00%
  • Excelera Plus 7 Year 50,000+  4.00%

Author:Webmaster

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