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On The Move - May 10, 2022 - Insurance Agency Marketing Services

Written by Webmaster | May 9, 2022 8:40:52 AM

May 10, 2022 – Effective Date of Change

Protective Life

Asset Builder II 10 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.85% 
  • 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 3.60% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.35% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 79%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 105%
  • Fixed:  Rate 1.65%

Asset Builder II 10 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.75% 
  • 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 5.50% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.25% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 98%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 125%
  • Fixed:  Rate 2.00%

Asset Builder II 10 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.25% 
  • 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 6.00% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.95% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 110%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 135%
  • Fixed:  Rate 2.45%

Asset Builder II 5 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.20% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 15%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 3.10% 
  • 1-Year S&P 500 Performance Trigger:  Cap 2.75% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 65%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 85%
  • Fixed:  Rate 1.55%

Asset Builder II 5 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.90% 
  • 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 3.80% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.20% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 80%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 105%
  • Fixed:  Rate 1.75%

Asset Builder II 5 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.55% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 24%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 4.45% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.75% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 90%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 115%
  • Fixed:  Rate 1.90%

Asset Builder II 5 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.75% 
  • 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 3.50% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.25% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 75%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 95%
  • Fixed:  Rate 1.55%

Asset Builder II 5 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.50% 
  • 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 5.25% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.05% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 93%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 118%
  • Fixed:  Rate 1.80%

Asset Builder II 5 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.00% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 31%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 5.75% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.75% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 100%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 125%
  • Fixed:  Rate 2.20%

Asset Builder II 7 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.25% 
  • 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 3.15% 
  • 1-Year S&P 500 Performance Trigger:  Cap 2.80% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 68%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 90%
  • Fixed:  Rate 1.60%

Asset Builder II 7 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.95% 
  • 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 3.85% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.30% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 82%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 110%
  • Fixed:  Rate 1.80%

Asset Builder II 7 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.65% 
  • 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 4.55% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.85% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 92%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 120%
  • Fixed:  Rate 1.95%

Asset Builder II 7 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 3.80% 
  • 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 3.55% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.30% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 77%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 100%
  • Fixed:  Rate 1.60%

Asset Builder II 7 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.60% 
  • 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 5.35% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.15% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 95%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 123%
  • Fixed:  Rate 1.90%

Asset Builder II 7 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.10% 
  • 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 5.85% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.85% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 102%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 130%
  • Fixed:  Rate 2.30%

Protective Guaranteed Income Indexed Annuity 25,000+

  • Fixed:  Rate 1.05%
  • S&P 500 Annual Point-to-Point:  Cap 2.05% 
  • 2-Year Citi Flexible Allocation 6 Excess Return:  Part Rate 50%
  • S&P 500 Annual Rate for Term Cap:  Cap 1.95% 

Protective Guaranteed Income Indexed Annuity 100,000+

  • Fixed:  Rate 1.20%
  • S&P 500 Annual Point-to-Point:  Cap 2.35% 
  • 2-Year Citi Flexible Allocation 6 Excess Return:  Part Rate 55%
  • S&P 500 Annual Rate for Term Cap:  Cap 2.25% 

Protective Income Builder 25,000+

  • 1 Year Annual Point-to-Point:  Cap 3.70% 
  • 1 Year Annual Performance Triggered Rate:  Cap 2.45% 
  • 1 Year Fixed Account:  Rate 1.35%
  • 1 Year S&P 500 Annual Cap Rate for Term:  Cap 3.20% 
  • 2-Year Citi Flexible Allocation 6 ERI Participation and Spread:  Part Rate 67%

Protective Income Builder 100,000+

  • 1 Year Annual Point-to-Point:  Cap 4.00% 
  • 1 Year Annual Performance Triggered Rate:  Cap 2.75% 
  • 1 Year Fixed Account:  Rate 1.50%
  • 1 Year S&P 500 Annual Cap Rate for Term:  Cap 3.50% 
  • 2-Year Citi Flexible Allocation 6 ERI Participation and Spread:  Part Rate 75%

May 11, 2022 – Effective Date of Change

Protective NY

MYGA

  • Smart Saver 4 NY 25,000+  1.70%
  • Smart Saver 4 NY 50,000+  2.00%
  • Smart Saver 4 NY 100,000+  2.30%
  • Smart Saver 5 NY 25,000+  2.15%
  • Smart Saver 5 NY 50,000+  2.45%
  • Smart Saver 5 NY 100,000+  2.75%
  • Smart Saver 6 NY 25,000+  2.25%
  • Smart Saver 6 NY 50,000+  2.55%
  • Smart Saver 6 NY 100,000+  2.80%
  • Smart Saver 7 NY 25,000+  2.30%
  • Smart Saver 7 NY 50,000+  2.60%
  • Smart Saver 7 NY 100,000+  2.85%

May 15, 2022 – Effective Date of Change

Integrity Life

Integrity Indextra 5 15,000+

  • 1-Year Point-to-Point S&P 500:  Cap 6.00% 
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 155%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 110%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 130%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 92%
  • 1-Year Fixed Interest Option:  Rate 3.15%

Integrity Indextra 5 – Two 15,000+

  • 1-Year Point-to-Point S&P 500:  Cap 7.00% 
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 160%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 115%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 135%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 95%
  • 1-Year Fixed Interest Option:  Rate 3.25%

Integrity IndextraTM 10 15,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 5.50% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 150%
  • 1-Year Fixed Interest Option:  Rate 2.80%
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 135%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 95%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 82%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 117%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 142%

Integrity IndextraTM 10 – Two 15,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 6.50% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 155%
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 140%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 100%
  • 1-Year Fixed Interest Option:  Rate 2.90%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 147%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 122%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 85%

Integrity IndextraTM 7 15,000+

  • 1-Year Fixed Interest Option:  Rate 2.80%
  • 1-Year Point-to-Point S&P 500:  Cap 5.50% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 150%
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 135%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 95%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 142%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 117%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 82%

Integrity IndextraTM7 – Two 15,000+

  • 1-Year Point-to-Point S&P 500:  Cap 6.50% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 155%
  • 2-Year Point-to-Point GS Momentum Builder:  Part Rate 140%
  • 1-Year Point-to-Point GS Momentum Builder:  Part Rate 100%
  • 1-Year Fixed Interest Option:  Rate 2.90%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 147%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 122%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 85%

Integrity Legacy

JourneyMark 10,000+

  • Fixed:  Rate 2.70%
  • 1-Year S&P 500 Point-to-Point:  Part Rate 27%
  • 1-Year GS Pathfinder Point-to-Point:  Part Rate 48%
  • 2-Year GS Pathfinder Point-to-Point:  Part Rate 77%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 107%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 152%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 132%

JourneyMark 5 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 30%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 100%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 135%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 120%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 172%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 147%
  • Fixed:  Rate 3.00%

JourneyMark 7 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 30%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 100%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 135%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 120%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 172%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 147%
  • Fixed:  Rate 3.00%

JourneyMark 7 w/ Cascade Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 30%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 100%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 135%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 120%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 172%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 147%
  • Fixed:  Rate 3.00%

JourneyMark 7 w/ Expanse Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 38%
  • 1-Year GS Mariner Point-to-Point:  Part Rate 127%
  • 2-Year GS Mariner Point-to-Point:  Part Rate 167%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 152%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 217%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 185%
  • Fixed:  Rate 3.80%

JourneyMark w/ Cascade Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 27%
  • 1-Year GS Pathfinder Point-to-Point:  Part Rate 48%
  • 2-Year GS Pathfinder Point-to-Point:  Part Rate 77%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 107%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 152%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 132%
  • Fixed:  Rate 2.70%

JourneyMark w/ Expanse Rider 10,000+

  • 1-Year S&P 500 Point-to-Point:  Part Rate 35%
  • 1-Year GS Pathfinder Point-to-Point:  Part Rate 62%
  • 2-Year GS Pathfinder Point-to-Point:  Part Rate 99%
  • 1-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 137%
  • 2-Year Citi Flexi-Beta ER Point-to-Point:  Part Rate 197%
  • 5-Year Citi Flexi-Beta ER High Water Mark:  Part Rate 170%
  • Fixed:  Rate 3.50%
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