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On The Move - June 7, 2022 - Insurance Agency Marketing Services

Written by Webmaster | Jun 6, 2022 4:31:07 PM

Allianz Life Insurance Company of North America

June 7, 2022 – Effective Date of Change

Allianz 222 Annuity 20,000+

  • 1-Year S&P 500 Monthly Sum Cap:  Cap 1.70% 
  • 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 3.50% 
  • 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 3.35% 
  • 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 3.00% 
  • 1-Year Fixed Interest Account:  Rate 1.80%
  • 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 3.60% 
  • 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 3.00% 
  • BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 3.00% 
  • BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 3.10% 
  • Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 80%
  • PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 80%
  • BlackRock iBLD Claria ER Annual Point-to-Point w/PR:  Part Rate 85%
  • 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 90%
  • 2-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 90%
  • 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 95%
  • 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
  • 5-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
  • 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 105%

Allianz 360 Annuity 20,000+

  • 1-Year S&P 500 Monthly Sum Cap:  Cap 1.90% 
  • 1-Year S&P 500 Annual Point-to-Point:  Cap 4.00% 
  • 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 2.10% 
  • 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 5.00% 
  • Fixed Interest Account:  Rate 2.30%
  • 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 5.00% 
  • 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 2.35% 
  • BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 5.00% 
  • BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 1.70% 
  • BlackRock iBLD Claria ER Annual Point-to-Point w/ PR:  Part Rate 100%
  • Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 90%
  • PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 90%
  • 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
  • 2-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
  • 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 120%
  • 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 145%
  • 5-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 145%
  • 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 155%

Allianz Accumulation Advantage 20,000+

  • S&P 500 Annual Point-to-Point:  Cap 3.75% 
  • S&P 500 Monthly Sum:  Cap 1.70% 
  • Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap:  Cap 2.70% 
  • PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap:  Cap 2.50% 
  • BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap:  Cap 2.75% 
  • Fixed Interest:  Rate 1.75%
  • 1 Year BlackRock iBLD Claria Index Point to Point with Spread:  Spread 3.00% 
  • 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread:  Spread 3.25% 
  • 1 Year PIMCO Tactical Balanced Index Point to Point with Spread:  Spread 3.75% 
  • 2 Year BlackRock iBLD Claria® ER Index Point To Point W/ PR:  Part Rate 105%
  • 2 Year Bloomberg US Dynamic Balance ER Index II Point To Point W/ PR:  Part Rate 90%
  • 2 Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 90%
  • PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR:  Part Rate 70%
  • Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR:  Part Rate 70%
  • BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR:  Part Rate 75%

Allianz Accumulation Advantage 100,000+

  • S&P 500 Annual Point-to-Point:  Cap 4.50% 
  • S&P 500 Monthly Sum:  Cap 2.00% 
  • Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap:  Cap 3.50% 
  • PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap:  Cap 3.25% 
  • BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap:  Cap 3.50% 
  • Fixed Interest:  Rate 2.05%
  • 1 Year BlackRock iBLD Claria Index Point to Point with Spread:  Spread 2.25% 
  • 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread:  Spread 2.50% 
  • 1 Year PIMCO Tactical Balanced Index Point to Point with Spread:  Spread 3.00% 
  • 2 Year BlackRock iBLD Claria® ER Index Point To Point W/ PR:  Part Rate 120%
  • 2 Year Bloomberg US Dynamic Balance ER Index II Point To Point W/ PR:  Part Rate 105%
  • 2 Year PIMCO Tactical Balanced ER Index Point To Point W/ PR:  Part Rate 105%
  • PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR:  Part Rate 85%
  • Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR:  Part Rate 85%
  • BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR:  Part Rate 90%

Allianz Benefit Control 20,000+

  • 1-Year S&P 500 Monthly Sum Cap:  Cap 1.80% 
  • 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 3.75% 
  • 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 2.85% 
  • 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 4.00% 
  • Fixed Interest Account:  Rate 1.90%
  • 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 3.10% 
  • 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 4.00% 
  • BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 4.00% 
  • BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 2.60% 
  • Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 85%
  • PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 85%
  • BlackRock iBLD Claria ER Annual Point-to-Point w/PR:  Part Rate 90%
  • 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
  • 2-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 95%
  • 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 95%
  • 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
  • 5-Year PIMCO Tactical Balanced ER Point to Point with Multi-Year Participation Rate:  Part Rate 110%
  • 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi-Year Participation Rate:  Part Rate 120%

Allianz Core Income 7 Annuity 10,000+

  • 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.75% 
  • 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 5.75% 
  • 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 5.75% 
  • 1-Year Bloomberg Dynamic Balance II with Spread:  Spread 1.25% 
  • 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 7.50% 
  • Fixed Interest Account:  Rate 2.90%
  • 1-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 120%
  • 2-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 165%

Allianz Essential Income 7 10,000+

  • 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 5.75% 
  • 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 7.50% 
  • Fixed Interest Account:  Rate 2.90%

Retirement Foundation ADV 10,000+

  • Fixed Interest Account:  Rate 3.20%
  • 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 6.25% 
  • 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 6.25% 
  • 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 6.25% 
  • 1-Year Bloomberg Dynamic Balance II w/ Cap:  Cap 9.50% 

Oceanview Life and Annuity

June 7, 2022 – Effective Date of Change

  • Harbourview 10 20,000+  3.85%
  • Harbourview 10 80,000+  4.05%
  • Harbourview 10 (CA) 20,000+  3.75%
  • Harbourview 10 (CA) 80,000+  3.90%
  • Harbourview 2 20,000+  2.80%
  • Harbourview 2 80,000+  2.95%
  • Harbourview 2 (CA) 20,000+  2.70%
  • Harbourview 2 (CA) 80,000+  2.85%
  • Harbourview 3 20,000+  3.40%
  • Harbourview 3 80,000+  3.55%
  • Harbourview 3 (CA) 20,000+  3.30%
  • Harbourview 3 (CA) 80,000+  3.45%
  • Harbourview 4 20,000+  3.70%
  • Harbourview 4 80,000+  3.90%
  • Harbourview 4 (CA) 20,000+  3.60%
  • Harbourview 4 (CA) 80,000+  3.75%
  • Harbourview 5 20,000+  3.65%
  • Harbourview 5 80,000+  3.85%
  • Harbourview 5 (CA) 20,000+  3.55%
  • Harbourview 5 (CA) 80,000+  3.70%
  • Harbourview 6 20,000+  3.95%
  • Harbourview 6 80,000+  4.15%
  • Harbourview 6 (CA) 20,000+  3.85%
  • Harbourview 6 (CA) 80,000+  4.00%
  • Harbourview 7 20,000+  3.70%
  • Harbourview 7 80,000+  3.90%
  • Harbourview 7 (CA) 20,000+  3.60%
  • Harbourview 7 (CA) 80,000+  3.75%

Protective Life

June 7, 2022 Effective Date of Change

Asset Builder II 10 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.15% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 20%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.00% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.65% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 84%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 110%
  • Fixed:  Rate 1.80%

Asset Builder II 10 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.05% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 29%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.90% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.55% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 103%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 130%
  • Fixed:  Rate 2.15%

Asset Builder II 10 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.55% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 34%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 6.40% 
  • 1-Year S&P 500 Performance Trigger:  Cap 5.25% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 115%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 140%
  • Fixed:  Rate 2.60%

Asset Builder II 5 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.50% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 16%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.40% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.05% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 70%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 90%
  • Fixed:  Rate 1.70%

Asset Builder II 5 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.20% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 21%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.10% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.50% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 85%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 110%
  • Fixed:  Rate 1.90%

Asset Builder II 5 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.85% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 25%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.75% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.05% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 95%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 120%
  • Fixed:  Rate 2.05%

Asset Builder II 5 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.05% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 18%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.90% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.55% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 80%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 100%
  • Fixed:  Rate 1.70%

Asset Builder II 5 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.80% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 27%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.65% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.35% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 98%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 123%
  • Fixed:  Rate 1.95%

Asset Builder II 5 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.30% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 32%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 6.15% 
  • 1-Year S&P 500 Performance Trigger:  Cap 5.05% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 105%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 130%
  • Fixed:  Rate 2.35%

Asset Builder II 7 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.55% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 17%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.45% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.10% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 73%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 95%
  • Fixed:  Rate 1.75%

Asset Builder II 7 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.25% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 22%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.15% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.60% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 87%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 115%
  • Fixed:  Rate 1.95%

Asset Builder II 7 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.95% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 26%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.85% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.15% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 97%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 125%
  • Fixed:  Rate 2.10%

Asset Builder II 7 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.10% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 19%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.95% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.60% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 82%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 105%
  • Fixed:  Rate 1.75%

Asset Builder II 7 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.90% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 28%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.75% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.45% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 100%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 128%
  • Fixed:  Rate 2.05%

Asset Builder II 7 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.40% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 33%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 6.25% 
  • 1-Year S&P 500 Performance Trigger:  Cap 5.15% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 107%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 135%
  • Fixed:  Rate 2.45%
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