On The Move – May 14, 2024

May 15, 2024 – Effective Date of Change

AuguStar

OrionShield 10 Premium Bonus 15,000+

  • 1-Year Fixed Account:  Rate: 2.5%
  • 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 7.75%  Part Rate 50%
  • 1-Year S&P 500 Annual Point to Point Cap :  Cap 6.1% 
  • 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 100%
  • 1-Year Russell 2000 Monthly Averaging Cap :  Cap 4.75% 
  • 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 95%

OrionShield 10 Premium Bonus 150,000+

  • 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 135%
  • 1-Year Russell 2000 Monthly Averaging Cap :  Cap 6% 
  • 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 110%
  • 1-Year S&P 500 Annual Point to Point Cap :  Cap 7.1% 
  • 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 10%  Part Rate 50%
  • 1-Year Fixed Account:  Rate: 2.75%

OrionShield 7 Premium Bonus 15,000+

  • 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 110%
  • 1-Year Russell 2000 Monthly Averaging Cap :  Cap 6% 
  • 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 10.25%  Part Rate 50%
  • 1-Year S&P 500 Annual Point to Point Cap :  Cap 7.1% 
  • 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 95%
  • 1-Year Fixed Account:  Rate: 3.25%

OrionShield 7 Premium Bonus 150,000+

  • 1-Year Fixed Account:  Rate: 3.75%
  • 1-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 110%
  • 1-Year S&P 500 Annual Point to Point Cap :  Cap 8.1% 
  • 1-Year S&P 500 Annual Point to Point Cap with Participation Rate (Higher):  Cap 12.5%  Part Rate 50%
  • 1-Year Russell 2000 Monthly Averaging Cap :  Cap 7.25% 
  • 3-Year Barclays Global Trailblazer Annual Point to Point Participation Rate:  Part Rate 130%

MYGA

  • LunarLock 3 10,000+  4.90%
  • LunarLock 3 100,000+  5.10%
  • LunarLock 5 10,000+  5.10%
  • LunarLock 5 100,000+  5.30%
  • LunarLock 7 10,000+  5.10%
  • LunarLock 7 100,000+  5.30%
  • LunarLock Prime 3 10,000+  4.90%
  • LunarLock Prime 3 100,000+  5.10%
  • LunarLock Prime 5 10,000+  5.10%
  • LunarLock Prime 5 100,000+  5.30%
  • LunarLock Prime 7 10,000+  5.10%
  • LunarLock Prime 7 100,000+  5.30%

Integrity Life Insurance Company

Integrity Indextra 5 15,000+

  • 1-Year Point-to-Point S&P 500:  Cap 11% 
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 240%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 175%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 195%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 145%
  • 1-Year Fixed Interest Option:  Rate: 4.8%

Integrity Indextra 5 – Two 15,000+

  • 1-Year Point-to-Point S&P 500:  Cap 12% 
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 245%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 180%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 200%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 147%
  • 1-Year Fixed Interest Option:  Rate: 4.9%

Integrity IndextraTM 10 15,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.25% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 280%
  • 1-Year Fixed Interest Option:  Rate: 4.15%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 210%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 155%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 130%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 175%
  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced:  Part Rate 210%

Integrity IndextraTM 10 – Two 15,000+

  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 215%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 180%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 132%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 10.5% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 285%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 215%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 160%
  • 1-Year Fixed Interest Option:  Rate: 4.25%

Integrity IndextraTM 7 15,000+

  • 3-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 210%
  • 2-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 175%
  • 1-Year Point-to-Point J.P. Morgan Strategic Balanced :  Part Rate 130%
  • 2-Year Point-to-Point GS Momentum Builder :  Part Rate 210%
  • 1-Year Point-to-Point GS Momentum Builder :  Part Rate 155%
  • 1-Year Fixed Interest Option:  Rate: 4.15%
  • 1-Year Point-to-Point S&P 500:  Cap 9.25% 
  • 3-Year Point-to-Point GS Momentum Builder:  Part Rate 280%

May 16, 2024 – Effective Date of Change

Lincoln Financial Group

MYGA

  • Lincoln MYGuarantee Plus 5 10,000+  4.50%
  • Lincoln MYGuarantee Plus 5 100,000+  5.30%
  • Lincoln MYGuarantee Plus 7 10,000+  4.50%
  • Lincoln MYGuarantee Plus 7 100,000+  5.20%

May 20, 2024 – Effective Date of Change

Lincoln Financial Group

Lincoln OptiBlend 10 10,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year Fixed Account:  Rate: 4%
  • 1-Year S&P 500 Participation:  Part Rate 57%
  • 1-Year S&P 500 Performance Triggered :  Cap 8% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6.25% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 285%
  • 1-Year S&P 500 5% Daily Risk Control ER Spread :  Spread 0.25% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.85% 

Lincoln OptiBlend 10 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 11.1% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread : 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 300%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 250%
  • 1 Year S&P 500 Dual Trigger:  Cap 7.6% 
  • 1-Year S&P 500 Performance Triggered :  Cap 9% 
  • 1-Year S&P 500 Participation:  Part Rate 62%
  • 1-Year Fixed Account:  Rate: 4.5%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.5% 

Lincoln OptiBlend 10 CA 10,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8% 
  • 1-Year S&P 500 Participation :  Part Rate 47%
  • 1-Year Fixed Account:  Rate: 4%
  • 1-Year S&P 500 Performance Triggered :  Cap 7.25% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 235%
  • 1-Year S&P 500 5% Daily Risk Control ER Spread:  Spread 0.25% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.25% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6% 

Lincoln OptiBlend 10 CA 100,000+

  • 1 Year S&P 500 Dual Trigger:  Cap 7% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.75% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1-Year S&P 500 Performance Triggered :  Cap 8.25% 
  • 1-Year Fixed Account:  Rate: 4.25%
  • 1-Year S&P 500 Participation :  Part Rate 57%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9% 

Lincoln OptiBlend 5 10,000+

  • 1-Year Fixed Account:  Rate: 4%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year S&P 500 Participation :  Part Rate 57%
  • 1-Year S&P 500 Performance Triggered :  Cap 7.75% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6.25% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1-Year S&P 500 5% Daily Risk Control ER Spread:  Spread 0.25% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.75% 

Lincoln OptiBlend 5 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 11% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 285%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1 Year S&P 500 Dual Trigger:  Cap 7.7% 
  • 1-Year S&P 500 Performance Triggered :  Cap 8.85% 
  • 1-Year S&P 500 Participation :  Part Rate 62%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.5% 
  • 1-Year Fixed Account:  Rate: 4.75%

Lincoln OptiBlend 5 CA 10,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year Fixed Account:  Rate: 3.85%
  • 1-Year S&P 500 Participation :  Part Rate 45%
  • 1-Year S&P 500 Performance Triggered :  Cap 7.6% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 185%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 235%
  • 1-Year S&P 500 5% Daily Risk Control ER Spread:  Spread 0.25% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.25% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6% 

Lincoln OptiBlend 5 CA 100,000+

  • 1 Year S&P 500 Dual Trigger:  Cap 7% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.5% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 210%
  • 1-Year S&P 500 Performance Triggered :  Cap 8.1% 
  • 1-Year S&P 500 Participation :  Part Rate 55%
  • 1-Year Fixed Account:  Rate: 4.35%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9% 

Lincoln OptiBlend 7 10,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.75% 
  • 1-Year Fixed Account:  Rate: 4.1%
  • 1-Year S&P 500 Participation:  Part Rate 60%
  • 1-Year S&P 500 Performance Triggered :  Cap 8% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6.5% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.8% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread:  Spread 0.25% 

Lincoln OptiBlend 7 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 11.05% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 285%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
  • 1 Year S&P 500 Dual Trigger:  Cap 7.75% 
  • 1-Year S&P 500 Performance Triggered :  Cap 9% 
  • 1-Year S&P 500 Participation:  Part Rate 65%
  • 1-Year Fixed Account:  Rate: 4.6%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.75% 

Lincoln OptiBlend 7 CA 10,000+

  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.5% 
  • 1-Year S&P 500 Participation:  Part Rate 47%
  • 1-Year Fixed Account:  Rate: 4%
  • 1-Year S&P 500 Performance Triggered :  Cap 7.8% 
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 185%
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 235%
  • 1-Year S&P 500 5% Daily Risk Control ER Spread:  Spread 0.25% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.5% 
  • 1 Year S&P 500 Dual Trigger:  Cap 6% 

Lincoln OptiBlend 7 CA 100,000+

  • 1 Year S&P 500 Dual Trigger:  Cap 7% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 10.5% 
  • 1-Year S&P 500 5% Daily Risk Control ER Spread: 
  • 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 260%
  • 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 210%
  • 1-Year S&P 500 Performance Triggered :  Cap 8.3% 
  • 1-Year Fixed Account:  Rate: 4.25%
  • 1-Year S&P 500 Participation:  Part Rate 57%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.5% 

Lincoln Set 5 II 10,000+

  • 1 Year S&P 500 Dual Trigger:  Cap 6% 
  • 1 Year Fixed Account:  Rate: 3.85%
  • 1 Year S&P 500 Performance Triggered:  Cap 7% 
  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 9.75% 

Lincoln Set 5 II 100,000+

  • 1-Year S&P 500 10% Daily Risk Control Trigger:  Cap 11% 
  • 1 Year S&P 500 Performance Triggered:  Cap 8.75% 
  • 1 Year Fixed Account:  Rate: 4.5%
  • 1 Year S&P 500 Dual Trigger:  Cap 7.4% 

Oceanview Life and Annuity

MYGA

  • Harbourview 10 20,000+  5.20%
  • Harbourview 10 80,000+  5.50%
  • Harbourview 10 (CA) 20,000+  5.05%
  • Harbourview 10 (CA) 80,000+  5.40%
  • Harbourview 2 20,000+  4.90%
  • Harbourview 2 80,000+  5.25%
  • Harbourview 2 (CA) 20,000+  4.80%
  • Harbourview 2 (CA) 80,000+  5.15%
  • Harbourview 3 20,000+  5.15%
  • Harbourview 3 80,000+  5.50%
  • Harbourview 3 (CA) 20,000+  4.95%
  • Harbourview 3 (CA) 80,000+  5.30%
  • Harbourview 4 20,000+  5.20%
  • Harbourview 4 80,000+  5.55%
  • Harbourview 4 (CA) 20,000+  5.05%
  • Harbourview 4 (CA) 80,000+  5.40%
  • Harbourview 5 20,000+  5.30%
  • Harbourview 5 80,000+  5.65%
  • Harbourview 5 (CA) 20,000+  5.15%
  • Harbourview 5 (CA) 80,000+  5.50%
  • Harbourview 6 20,000+  5.35%
  • Harbourview 6 80,000+  5.70%
  • Harbourview 6 (CA) 20,000+  5.20%
  • Harbourview 6 (CA) 80,000+  5.55%
  • Harbourview 7 20,000+  5.15%
  • Harbourview 7 80,000+  5.50%
  • Harbourview 7 (CA) 20,000+  5.00%
  • Harbourview 7 (CA) 80,000+  5.35%

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