--- title: On The Move - March 18, 2025 - Insurance Agency Marketing Services description: Rates changing! Get the latest product and rate updates from our carrier partners. --- CALL US: 800.255.5055 [Login](http://www.iamsinc.com/wp-login.php) [Facebook](https://www.facebook.com/iamsinc/) [Twitter](https://twitter.com/IAMSINC) [Linkedin](https://www.linkedin.com/organization/2128303/) [YouTube](https://www.youtube.com/user/IAMSinc) [![Insurance Agency Marketing Services](https://blog.iamsinc.com/hs-fs/hubfs/Iamsinc-September2017-Theme/Images/IAMS-Logo_240x52.png?width=240&height=52&name=IAMS-Logo_240x52.png)](http://www.iamsinc.com/) - [Home](https://www.iamsinc.com/) - [Why IAMS](https://www.iamsinc.com/why-iams/) - [Partner With Us](https://www.iamsinc.com/licensing/) - [Agent Kit](https://www.iamsinc.com/agent-kit/) - [About](https://www.iamsinc.com/about/) - [Meet Our Team](https://www.iamsinc.com/meet-our-team/) - [Careers](https://secure.careerlink.com/postings/6694-insurance-agency-marketing-services-inc/) - [Products](https://www.iamsinc.com/products/) - [Annuity](https://www.iamsinc.com/annuity/) - 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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 – March 18, 2025 #### March 20, 2025 – Effective Date of Change ## Ibexis #### **Fixed Indexed Annuity** **MYGA Plus 3 FIA 10,000+** - 3 Year Fixed MYGA Option (Simple Interest):  Rate: 4.8% - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 5.9%  **MYGA Plus 3 FIA 100,000+** - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.3%  - 3 Year Fixed MYGA Option (Simple Interest):  Rate: 5.25% **MYGA Plus 3 FIA CA 10,000+** - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 5.8%  - MYGA Fixed Option (Simple Interest):  Rate: 4.7% **MYGA Plus 3 FIA CA 100,000+** - MYGA Fixed Option (Simple Interest):  Rate: 5.15% - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.2%  **MYGA Plus 5 FIA 10,000+** - 5 Year Fixed MYGA Option (Simple Interest):  Rate: 5.1% - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.3%  **MYGA Plus 5 FIA 100,000+** - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.7%  - 5 Year Fixed MYGA Option (Simple Interest):  Rate: 5.6% **MYGA Plus 5 FIA CA 10,000+** - MYGA Fixed Option (Simple Interest):  Rate: 5% - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.2%  **MYGA Plus 5 FIA CA 100,000+** - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.6%  - MYGA Fixed Option (Simple Interest):  Rate: 5.5% **MYGA Plus 7 FIA 10,000+** - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.3%  - 7 Year Fixed MYGA Option (Simple Interest):  Rate: 5.45% **MYGA Plus 7 FIA 100,000+** - 7 Year Fixed MYGA Option (Simple Interest):  Rate: 5.95% - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.7%  **MYGA Plus 7 FIA CA 10,000+** - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.2%  - MYGA Fixed Option (Simple Interest):  Rate: 5.35% **MYGA Plus 7 FIA CA 100,000+** - MYGA Fixed Option (Simple Interest):  Rate: 5.85% - 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.6%  #### **MYGA** - **MYGA Plus 3 (Simple Interest) **10,000+  4.80% - **MYGA Plus 3 (Simple Interest) **100,000+  5.25% - **MYGA Plus 3 (Simple Interest) CA **10,000+  4.70% - **MYGA Plus 3 (Simple Interest) CA **100,000+  5.15% - **MYGA Plus 5 (Simple Interest) **10,000+  5.10% - **MYGA Plus 5 (Simple Interest) **100,000+  5.60% - **MYGA Plus 5 (Simple Interest) CA **10,000+  5.00% - **MYGA Plus 5 (Simple Interest) CA **100,000+  5.50% - **MYGA Plus 7 (Simple Interest) **10,000+  5.45% - **MYGA Plus 7 (Simple Interest) **100,000+  5.95% - **MYGA Plus 7 (Simple Interest) CA **10,000+  5.35% - **MYGA Plus 7 (Simple Interest) CA **100,000+  5.85% #### March 21, 2025 – Effective Date of Change ## Athene IA #### **Fixed Indexed Annuity** **AccuMax 5 10,000+** - 5 Year Point-to-Point AI Powered Multi-Asset Index (AIMAX) Participation Rate:  Part Rate 345% - 5 Year Point-to-Point S&P 500 Index (SPX) Participation Rate:  Part Rate 80% - 5 Year Point-to-Point Shiller Barclays CAPE Allocator 6 Index (BXIIC6E) Participation Rate:  Part Rate 400% - 5 Year Annual Interval Sum S&P 500 Index (SPX) Participation Rate:  Part Rate 75% Floor 10%  - 1 Year Point-to-Point AI Powered MultiAsset Index (AIMAX) Participation Rate:  Part Rate 165% - 5 Year Fixed Account:  Rate: 4% - 1 Year Point-to-Point Shiller Barclays CAPE Allocatior 6 Index (BIISC6E):  Part Rate 165% **AccuMax 5 100,000+** - 1 Year Point-to-Point Shiller Barclays CAPE Allocatior 6 Index (BIISC6E):  Part Rate 175% - 5 Year Fixed Account:  Rate: 4.2% - 1 Year Point-to-Point AI Powered MultiAsset Index (AIMAX) Participation Rate:  Part Rate 175% - 5 Year Annual Interval Sum S&P 500 Index (SPX) Participation Rate:  Part Rate 80% Floor 10%  - 5 Year Point-to-Point Shiller Barclays CAPE Allocator 6 Index (BXIIC6E) Participation Rate:  Part Rate 420% - 5 Year Point-to-Point S&P 500 Index (SPX) Participation Rate:  Part Rate 85% - 5 Year Point-to-Point AI Powered Multi-Asset Index (AIMAX) Participation Rate:  Part Rate 365% **AccuMax 7 10,000+** - 1 Year Point-to-Point Shiller Barclays CAPE Allocatior 6 Index (BXIISC6E):  Part Rate 140% - 7 Year Annual Interval Sum S&P 500 Index (SPX) Participation Rate:  Part Rate 75% Floor 10%  - 1 Year Point-to-Point AI Powered MultiAsset Index (AIMAX) Participation Rate:  Part Rate 140% - 7 Year Fixed Account:  Rate: 3.2% - 7 Year Point-to-Point AI Powered Multi-Asset Index (AIMAX) Participation Rate:  Part Rate 360% - 7 Year Point-to-Point S&P 500 Index (SPX) Participation Rate:  Part Rate 80% - 7 Year Point-to-Point Shiller Barclays CAPE Allocator 6 Index (BXIIC6E) Participation Rate:  Part Rate 415% **AccuMax 7 100,000+** - 7 Year Point-to-Point Shiller Barclays CAPE Allocator 6 Index (BXIIC6E) Participation Rate:  Part Rate 440% - 7 Year Point-to-Point S&P 500 Index (SPX) Participation Rate:  Part Rate 85% - 7 Year Point-to-Point AI Powered Multi-Asset Index (AIMAX) Participation Rate:  Part Rate 380% - 7 Year Fixed Account:  Rate: 3.5% - 1 Year Point-to-Point AI Powered MultiAsset Index (AIMAX) Participation Rate:  Part Rate 150% - 7 Year Annual Interval Sum S&P 500 Index (SPX) Participation Rate:  Part Rate 80% Floor 10%  - 1 Year Point-to-Point Shiller Barclays CAPE Allocation 6 Index (BXIISC6E):  Part Rate 150% **Agility 10 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 90% - 2 Year AI Powered Global Opportunities :  Part Rate 125% - 1 Year S&P 500 FC:  Part Rate 58% - 2 Year S&P 500 FC:  Part Rate 82% - 1 Year UBS Innovative Balanced:  Part Rate 93% - 2 Year UBS Innovative Balanced:  Part Rate 130% - 1-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 130% - 2-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 180% - 1-Year S&P 500 Point-to-Point :  Cap 5.25%  - 2-Year S&P 500 Point to Point:  Cap 10.75%  - 1 Year Fixed Account:  Rate: 2.95% - 1-Year Nasdaq FC Index:  Part Rate 77% - 1-Year AI Powered US Equity Index:  Part Rate 102% - 2-Year AI Powered US Equity Index :  Part Rate 135% - 2-Year Nasdaq FC Index :  Part Rate 120% **Agility 10 CA 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 90% - 2 Year AI Powered Global Opportunities :  Part Rate 125% - 1 Year S&P 500 FC:  Part Rate 58% - 2 Year S&P 500 FC:  Part Rate 82% - 1 Year UBS Innovative Balanced:  Part Rate 93% - 2 Year UBS Innovative Balanced:  Part Rate 130% - 1 Year Fixed Account:  Rate: 2.95% - 1-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 130% - 2-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 180% - 1-Year S&P 500 Point-to-Point :  Cap 5.25%  - 2-Year S&P 500 Point to Point:  Cap 10.75%  - 1-Year Nasdaq FC Index:  Part Rate 77% - 1-Year AI Powered US Equity Index:  Part Rate 102% - 2-Year AI Powered US Equity Index :  Part Rate 135% - 2-Year Nasdaq FC Index :  Part Rate 120% **Agility 7 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 85% - 2 Year AI Powered Global Opportunities :  Part Rate 120% - 1 Year S&P 500 FC:  Part Rate 55% - 2 Year S&P 500 FC:  Part Rate 75% - 1 Year UBS Innovative Balanced:  Part Rate 87% - 2 Year UBS Innovative Balanced:  Part Rate 120% - 2-Year AI Powered US Equity Index :  Part Rate 130% - 2-Year Nasdaq FC Index :  Part Rate 110% - 1-Year Nasdaq FC Index:  Part Rate 72% - 1-Year AI Powered US Equity Index:  Part Rate 95% - 1-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 120% - 2-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 165% - 1 Year Fixed Account:  Rate: 2.75% - 1-Year S&P 500 Point-to-Point :  Cap 5%  - 2-Year S&P 500 Point to Point:  Cap 10.25%  **Agility 7 CA 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 85% - 2 Year AI Powered Global Opportunities :  Part Rate 120% - 1 Year S&P 500 FC:  Part Rate 55% - 2 Year S&P 500 FC:  Part Rate 75% - 1 Year UBS Innovative Balanced:  Part Rate 87% - 2 Year UBS Innovative Balanced:  Part Rate 120% - 1 Year Fixed Account:  Rate: 2.75% - 1-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 120% - 2-Year BNP Paribas Multi Asset Diversified 5 :  Part Rate 165% - 1-Year S&P 500 Point-to-Point :  Cap 5%  - 2-Year S&P 500 Point to Point:  Cap 10.25%  - 1-Year Nasdaq FC Index:  Part Rate 72% - 1-Year AI Powered US Equity Index:  Part Rate 95% - 2-Year AI Powered US Equity Index :  Part Rate 130% - 2-Year Nasdaq FC Index :  Part Rate 110% **Athene Performance Elite 10 10,000+** - 2-Year AI Powered US Equity Index :  Part Rate 145% - 2-Year Nasdaq FC Index :  Part Rate 125% - 1-Year AI Powered US Equity Index With Charge:  Part Rate 150% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 190% - 1-Year Nasdaq FC Index With Charge :  Part Rate 110% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 8%  - 2-Year AI Powered US Equity Index With Charge :  Part Rate 200% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 265% - 2-Year Nasdaq FC Index With Charge :  Part Rate 175% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 135% - 1-Year Nasdaq FC Index:  Part Rate 80% - 1-Year AI Powered US Equity Index:  Part Rate 110% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year S&P 500 Point-to-Point Cap Index Strategy :  Cap 5.75%  - 1 Year Fixed Account :  Rate: 3% - 1 Year AI Powered Global Opportunities :  Part Rate 95% - 2 Year AI Powered Global Opportunities :  Part Rate 130% - 1 Year S&P 500 FC:  Part Rate 62% - 2 Year S&P 500 FC:  Part Rate 85% - 1 Year UBS Innovative Balanced:  Part Rate 95% - 2 Year UBS Innovative Balanced:  Part Rate 130% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 130% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 180% - 1 Year S&P 500 FC with Charge:  Part Rate 85% - 2 Year S&P 500 FC with Charge:  Part Rate 120% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 135% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 185% **Athene Performance Elite 10 CA 10,000+** - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 130% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 180% - 1 Year S&P 500 FC with Charge:  Part Rate 85% - 2 Year S&P 500 FC with Charge:  Part Rate 120% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 135% - 2 Year UBS Innovative Balanced With Charge:  Part Rate 185% - 1 Year AI Powered Global Opportunities :  Part Rate 95% - 2 Year AI Powered Global Opportunities :  Part Rate 130% - 1 Year S&P 500 FC:  Part Rate 62% - 2 Year S&P 500 FC:  Part Rate 85% - 1 Year UBS Innovative Balanced:  Part Rate 95% - 2 Year UBS Innovative Balanced:  Part Rate 130% - 1 Year Fixed Account :  Rate: 3% - 1-Year S&P 500 Point-to-Point Cap Index Strategy :  Cap 5.75%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 135% - 1-Year Nasdaq FC Index:  Part Rate 80% - 1-Year AI Powered US Equity Index:  Part Rate 110% - 2-Year AI Powered US Equity Index :  Part Rate 145% - 2-Year Nasdaq FC Index :  Part Rate 125% - 1-Year AI Powered US Equity Index With Charge:  Part Rate 150% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 190% - 1-Year Nasdaq FC Index With Charge :  Part Rate 110% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 8%  - 2-Year AI Powered US Equity Index With Charge :  Part Rate 200% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 265% - 2-Year Nasdaq FC Index With Charge :  Part Rate 175% **Athene Performance Elite 10 Plus 10,000+** - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year S&P 500 Point-to-Point Cap Strategy :  Cap 5.75%  - 1 Year Fixed Account :  Rate: 3% - 1-Year Nasdaq FC Index:  Part Rate 80% - 1-Year AI Powered US Equity Index:  Part Rate 110% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 135% - 1-Year AI Powered US Equity Index With Charge:  Part Rate 130% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 190% - 1-Year Nasdaq FC Index With Charge:  Part Rate 110% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 8%  - 2-Year AI Powered US Equity Index With Charge:  Part Rate 200% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 265% - 2-Year Nasdaq FC Index With Charge:  Part Rate 175% - 2-Year AI Powered US Equity Index :  Part Rate 145% - 2-Year Nasdaq FC Index :  Part Rate 125% - 1 Year AI Powered Global Opportunities :  Part Rate 95% - 2 Year AI Powered Global Opportunities :  Part Rate 130% - 1 Year S&P 500 FC:  Part Rate 62% - 2 Year S&P 500 FC:  Part Rate 85% - 1 Year UBS Innovative Balanced:  Part Rate 95% - 2 Year UBS Innovative Balanced:  Part Rate 130% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 150% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 180% - 1 Year S&P 500 FC with Charge:  Part Rate 85% - 2 Year S&P 500 FC with Charge:  Part Rate 120% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 135% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 185% **Athene Performance Elite 7 10,000+** - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 170% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 230% - 1 Year S&P 500 FC with Charge:  Part Rate 110% - 2 Year S&P 500 FC with Charge:  Part Rate 155% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 175% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 235% - 1 Year AI Powered Global Opportunities :  Part Rate 135% - 2 Year AI Powered Global Opportunities :  Part Rate 180% - 1 Year S&P 500 FC:  Part Rate 85% - 2 Year S&P 500 FC:  Part Rate 120% - 1 Year UBS Innovative Balanced:  Part Rate 135% - 2 Year UBS Innovative Balanced:  Part Rate 185% - 2-Year AI Powered US Equity Index :  Part Rate 200% - 2-Year Nasdaq FC Index :  Part Rate 175% - 1-Year Nasdaq FC Index:  Part Rate 115% - 1-Year AI Powered US Equity Index:  Part Rate 155% - 1-Year S&P 500 Point-to-Point Cap Index Strategy:  Cap 8.25%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 260% - 1 Year Fixed Account :  Rate: 4.3% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year AI Powered US Equity Index With Charge :  Part Rate 195% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 245% - 1-Year Nasdaq FC Index With Charge:  Part Rate 145% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge :  Cap 11.25%  - 2-Year AI Powered US Equity Index With Charge :  Part Rate 260% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 335% - 2-Year Nasdaq FC Index With Charge :  Part Rate 225% **Athene Performance Elite 7 Plus 10,000+** - 2-Year AI Powered US Equity Index With Charge :  Part Rate 260% - 1-Year S&P 500 Point-to-Point Cap Strategy :  Cap 8.25%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point:  Part Rate 260% - 1 Year Fixed Account :  Rate: 4.3% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year Nasdaq FC Index:  Part Rate 115% - 1-Year AI Powered US Equity Index:  Part Rate 155% - 2-Year AI Powered US Equity Index:  Part Rate 200% - 2-Year Nasdaq FC Index:  Part Rate 175% - 1-Year AI Powered US Equity Index With Charge :  Part Rate 195% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 245% - 1-Year Nasdaq FC Index With Charge :  Part Rate 145% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 11.25%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 335% - 2-Year Nasdaq FC Index With Charge :  Part Rate 225% - 1 Year AI Powered Global Opportunities :  Part Rate 135% - 2 Year AI Powered Global Opportunities :  Part Rate 180% - 1 Year S&P 500 FC:  Part Rate 85% - 2 Year S&P 500 FC:  Part Rate 120% - 1 Year UBS Innovative Balanced:  Part Rate 135% - 2 Year UBS Innovative Balanced:  Part Rate 185% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 170% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 230% - 1 Year S&P 500 FC with Charge:  Part Rate 110% - 2 Year S&P 500 FC with Charge:  Part Rate 155% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 175% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 235% **Athene Performance Elite® 10 Plus CA 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 95% - 2 Year AI Powered Global Opportunities :  Part Rate 130% - 1 Year S&P 500 FC:  Part Rate 62% - 2 Year S&P 500 FC:  Part Rate 85% - 1 Year UBS Innovative Balanced:  Part Rate 95% - 2 Year UBS Innovative Balanced:  Part Rate 130% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 130% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 180% - 1 Year S&P 500 FC with Charge:  Part Rate 85% - 2 Year S&P 500 FC with Charge:  Part Rate 120% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 135% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 185% - 1 Year Fixed Account :  Rate: 3% - 1-Year S&P 500 Point-to-Point Cap Strategy :  Cap 5.75%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 135% - 1-Year Nasdaq FC Index:  Part Rate 80% - 1-Year AI Powered US Equity Index:  Part Rate 110% - 2-Year AI Powered US Equity Index :  Part Rate 145% - 2-Year Nasdaq FC Index :  Part Rate 125% - 1-Year AI Powered US Equity Index With Charge:  Part Rate 150% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 190% - 1-Year Nasdaq FC Index With Charge:  Part Rate 110% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 8%  - 2-Year AI Powered US Equity Index With Charge:  Part Rate 200% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 265% - 2-Year Nasdaq FC Index With Charge:  Part Rate 175% **Athene Performance Elite® 15 10,000+** - 1-Year AI Powered US Equity Index With Charge:  Part Rate 175% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 225% - 1-Year Nasdaq FC Index With Charge:  Part Rate 130% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 9.75%  - 2-Year AI Powered US Equity Index With Charge:  Part Rate 235% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 310% - 2-Year Nasdaq FC Index With Charge :  Part Rate 205% - 2-Year AI Powered US Equity Index :  Part Rate 175% - 2-Year Nasdaq FC Index :  Part Rate 155% - 1-Year Nasdaq FC Index:  Part Rate 100% - 1-Year AI Powered US Equity Index:  Part Rate 135% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 170% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 230% - 1-Year S&P 500 Point-to-Point Index Strategy:  Cap 7%  - 1 Year Fixed Account :  Rate: 3.8% - 1 Year AI Powered Global Opportunities :  Part Rate 120% - 2 Year AI Powered Global Opportunities :  Part Rate 160% - 1 Year S&P 500 FC:  Part Rate 75% - 2 Year S&P 500 FC:  Part Rate 105% - 1 Year UBS Innovative Balanced:  Part Rate 120% - 2 Year UBS Innovative Balanced:  Part Rate 160% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 155% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 210% - 1 Year S&P 500 FC with Charge:  Part Rate 100% - 2 Year S&P 500 FC with Charge:  Part Rate 140% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 160% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 215% **Athene Performance Elite® 15 Plus 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 120% - 2 Year AI Powered Global Opportunities :  Part Rate 160% - 1 Year S&P 500 FC:  Part Rate 75% - 2 Year S&P 500 FC:  Part Rate 105% - 1 Year UBS Innovative Balanced:  Part Rate 120% - 2 Year UBS Innovative Balanced:  Part Rate 160% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 155% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 210% - 1 Year S&P 500 FC with Charge:  Part Rate 100% - 2 Year S&P 500 FC with Charge:  Part Rate 140% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 160% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 215% - 1-Year S&P 500 Point-to-Point Index Cap Strategy :  Cap 7%  - 1 Year Fixed Account :  Rate: 3.8% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 230% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 170% - 1-Year Nasdaq FC Index :  Part Rate 100% - 1-Year AI Powered US Equity Index:  Part Rate 135% - 2-Year AI Powered US Equity Index :  Part Rate 175% - 2-Year Nasdaq FC Index :  Part Rate 155% - 1-Year AI Powered US Equity Index With Charge :  Part Rate 175% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 225% - 1-Year Nasdaq FC Index With Charge:  Part Rate 130% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 9.75%  - 2-Year AI Powered US Equity Index With Charge:  Part Rate 235% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 310% - 2-Year Nasdaq FC Index With Charge :  Part Rate 205% **Athene Performance Elite® 7 CA 10,000+** - 1 Year Fixed Account :  Rate: 3% - 1-Year S&P 500 Point-to-Point Cap Index Strategy:  Cap 8.25%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 260% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year Nasdaq FC Index:  Part Rate 115% - 1-Year AI Powered US Equity Index:  Part Rate 155% - 2-Year AI Powered US Equity Index :  Part Rate 200% - 2-Year Nasdaq FC Index :  Part Rate 175% - 1-Year AI Powered US Equity Index With Charge :  Part Rate 195% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge:  Part Rate 245% - 1-Year Nasdaq FC Index With Charge:  Part Rate 145% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge :  Cap 11.25%  - 2-Year AI Powered US Equity Index With Charge :  Part Rate 260% - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 335% - 2-Year Nasdaq FC Index With Charge :  Part Rate 225% - 1 Year AI Powered Global Opportunities :  Part Rate 135% - 2 Year AI Powered Global Opportunities :  Part Rate 180% - 1 Year S&P 500 FC:  Part Rate 85% - 2 Year S&P 500 FC:  Part Rate 120% - 1 Year UBS Innovative Balanced:  Part Rate 135% - 2 Year UBS Innovative Balanced:  Part Rate 185% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 170% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 230% - 1 Year S&P 500 FC with Charge:  Part Rate 110% - 2 Year S&P 500 FC with Charge:  Part Rate 155% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 175% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 235% **Athene Performance Elite® 7 Plus CA 10,000+** - 1 Year AI Powered Global Opportunities :  Part Rate 135% - 2 Year AI Powered Global Opportunities :  Part Rate 180% - 1 Year S&P 500 FC:  Part Rate 85% - 2 Year S&P 500 FC:  Part Rate 120% - 1 Year UBS Innovative Balanced:  Part Rate 135% - 2 Year UBS Innovative Balanced:  Part Rate 185% - 1 Year AI Powered Global Opportunities with Charge:  Part Rate 170% - 2 Year AI Powered Global Opportunities with Charge:  Part Rate 230% - 1 Year S&P 500 FC with Charge:  Part Rate 110% - 2 Year S&P 500 FC with Charge:  Part Rate 155% - 1 Year UBS Innovative Balanced with Charge:  Part Rate 175% - 2 Year UBS Innovative Balanced with Charge:  Part Rate 235% - 1 Year Fixed Account :  Rate: 3% - 1-Year S&P 500 Point-to-Point Cap Strategy :  Cap 8.25%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point:  Part Rate 260% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point :  Part Rate 190% - 1-Year Nasdaq FC Index:  Part Rate 115% - 1-Year AI Powered US Equity Index:  Part Rate 155% - 2-Year AI Powered US Equity Index:  Part Rate 200% - 2-Year Nasdaq FC Index:  Part Rate 175% - 1-Year AI Powered US Equity Index With Charge :  Part Rate 195% - 1-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 245% - 1-Year Nasdaq FC Index With Charge :  Part Rate 145% - 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge:  Cap 11.25%  - 2-Year BNP Paribas Multi-Asset No Cap Point-to-Point With Charge :  Part Rate 335% - 2-Year Nasdaq FC Index With Charge :  Part Rate 225% - 2-Year AI Powered US Equity Index With Charge :  Part Rate 260% #### Author:Webmaster [Next A Hidden Opportunity for Financial Professionals](https://blog.iamsinc.com/tax-season-a-hidden-opportunity-for-financial-professionals) [Previous Converting High-Value Prospects: Going After Your Whales](https://blog.iamsinc.com/converting-high-value-prospects-going-after-your-whales) ### 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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