On The Move – June 25, 2024

June 28, 2024 – Effective Date of Change

Athene IA

MYGA

  • Athene Max Rate 3 10,000+  4.80%
  • Athene Max Rate 3 100,000+  5.05%
  • Athene Max Rate 3 (state specific) 10,000+  4.80%
  • Athene Max Rate 3 (state specific) 100,000+  5.05%
  • Athene Max Rate 5 10,000+  5.00%
  • Athene Max Rate 5 100,000+  5.25%
  • Athene Max Rate 5 (state specific) 10,000+  4.95%
  • Athene Max Rate 5 (state specific) 100,000+  5.20%
  • Athene Max Rate 7 10,000+  5.00%
  • Athene Max Rate 7 100,000+  5.25%
  • Athene Max Rate 7 (state specific) 10,000+  4.95%
  • Athene Max Rate 7 (state specific) 100,000+  5.20%

Athene Annuity & Life Assurance Company of New York

MYGA

  • Athene Max Rate 3 MYGA – NY 5,000+  3.95%
  • Athene Max Rate 3 MYGA – NY 100,000+  4.20%
  • Athene Max Rate 5 MYGA – NY 5,000+  4.30%
  • Athene Max Rate 5 MYGA – NY 100,000+  4.50%
  • Athene Max Rate 7 MYGA – NY 5,000+  4.30%
  • Athene Max Rate 7 MYGA – NY 100,000+  4.50%

Reliance Standard Life

  • Reliance Guarantee – 10 20,000+  4.85%
  • Reliance Guarantee – 5 20,000+  5.15%
  • Reliance Guarantee – 7 20,000+  5.15%

June 28, 2024 – Effective Date of Change

Power Select Builder 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 7.6% 
  • 2-Year PIMCO Global Optima Index Participation:  Part Rate 75%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 155%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 235%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 205%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 285%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 255%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 335%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 155%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 235%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 205%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 285%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 335%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 255%
  • 1 Year Russell 2000 Annual Point to Point :  Part Rate 30%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 45%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 44%
  • 1-Year ML Strategic Balanced Index with Participation Rate:  Part Rate 70%
  • 2-Year MLStrategic Balanced Index with Spread:  Spread 3% 
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 10% 
  • 1-Year Fixed Interest Account:  Rate: 4.65%

Power Select Builder 100,000+

  • 1-Year Fixed Interest Account:  Rate: 4.9%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 11% 
  • 2-Year MLStrategic Balanced Index with Spread:  Spread 2.5% 
  • 1-Year ML Strategic Balanced Index with Participation Rate:  Part Rate 95%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 50%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 55%
  • 1 Year Russell 2000 Annual Point to Point :  Part Rate 35%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 270%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 355%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 305%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 220%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 255%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 170%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 355%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 270%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 305%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 220%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 255%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 170%
  • 2-Year PIMCO Global Optima Index Participation:  Part Rate 90%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 8.6% 

Power Select Builder 8 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 3.75% 
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 225%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 175%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 195%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 225%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 95%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 125%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 145%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 175%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 195%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 30%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 95%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 125%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 145%
  • 1 Year Fixed Account:  Rate: 2.85%
  • 2- Year PIMCO Global Optima Index Point-to-Point w/ Participation:  Part Rate 40%
  • S&P 500 Annual Point-to-Point w/ Cap:  Cap 4.9% 
  • S&P 500 Annual Point-to-Point w/ Participation :  Part Rate 29%
  • ML Strategic Balanced Index 2-Year Point-to-Point w/ Participaiton:  Part Rate 70%

Power Select Builder 8 100,000+

  • ML Strategic Balanced Index 2-Year Point-to-Point w/ Participaiton:  Part Rate 80%
  • S&P 500 Annual Point-to-Point w/ Participation :  Part Rate 32%
  • S&P 500 Annual Point-to-Point w/ Cap:  Cap 5.65% 
  • 2- Year PIMCO Global Optima Index Point-to-Point w/ Participation:  Part Rate 55%
  • 1 Year Fixed Account:  Rate: 3%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 170%
  • 2-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 150%
  • 1-Year Dimensional US Foundations Point-to-Point Participation Rate:  Part Rate 120%
  • 1-Year PIMCO Global Optima Index with Participation Rate:  Part Rate 45%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 220%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 200%
  • 1 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 1:  Part Rate 170%
  • 2 Year AB All Market Index Point to Point Participation Rate :  Part Rate 150%
  • 1 Year AB All Market Index Point to Point Participation Rate :  Part Rate 120%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 250%
  • 1-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 2:  Part Rate 200%
  • 2-Year Dimensional US Foundations Point-to-Point Enhanced Participation Tier 1:  Part Rate 220%
  • 2 Year AB All Market Index Point to Point Enhanced Participation Rate Tier 2:  Part Rate 250%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 4.5% 

Power Select Plus Income 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2.35% 
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 38%
  • 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 155%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 0.5%  Part Rate 115%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 155%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 22%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 53%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 35%
  • 1-Year Russel 2000 Annual Point to Point with PR:  Part Rate 15%
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 3.9% 
  • 1-Year Fixed Interest Account:  Rate: 1.9%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 4% 

Power Select Plus Income 100,000+

  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account:  Cap 4.75% 
  • 1-Year Fixed Interest Account:  Rate: 2.15%
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 3.4% 
  • 1-Year Russel 2000 Annual Point to Point with PR:  Part Rate 20%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 43%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 78%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate:  Part Rate 26%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 175%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 0.5%  Part Rate 135%
  • 2-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 1%  Part Rate 175%
  • 1-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 0.5%  Part Rate 135%
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 53%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 3.1% 

Power Select Plus Income with Multiplier® 25,000+

  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 2.35% 
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 38%
  • 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 155%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread:  Spread 0.5%  Part Rate 115%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 155%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate :  Part Rate 22%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 53%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 30%
  • 1-Year Russell 2000 Annual Point to Point with PR:  Part Rate 15%
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 3.9% 
  • 1-Year Fixed Interest Account:  Rate: 1.9%
  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account :  Cap 4% 

Power Select Plus Income with Multiplier® 100,000+

  • 1-Year S&P 500 Annual Point-to-Point Index Interest Account :  Cap 4.75% 
  • 2-Year MLStrategic Balanced Index with Spread :  Spread 3.4% 
  • 1-Year Fixed Interest Account:  Rate: 2.15%
  • 1-Year Russell 2000 Annual Point to Point with PR:  Part Rate 20%
  • 1-Year PIMCO Global Optima Index with Participation Rate :  Part Rate 43%
  • 1-Year ML Strategic Balanced Index with Participation Rate :  Part Rate 78%
  • 2-Year S&P 500 Annual Point-to-Point with Participation Rate :  Part Rate 26%
  • 2 Year AB All Market Index Point to Point Participation Rate with Spread :  Spread 1%  Part Rate 175%
  • 1 Year AB All Market Index Point to Point Participation Rate with Spread:  Spread 0.5%  Part Rate 135%
  • 2-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 1%  Part Rate 175%
  • 1-Year Dimensional US Foundation Point to Point Participation with Spread:  Spread 0.5%  Part Rate 135%
  • 2-Year PIMCO Global Optima Index Participation :  Part Rate 53%
  • 1 Year S&P 500 Annual Point to Point Performance Triggered:  Cap 3.1% 

Author:Webmaster

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