On The Move – May 23, 2023

May 23, 2023 – Effective Date of Change

Protective Life

Fixed Indexed Annuity

Asset Builder II 7 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 4.650% 
  • 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 4.500% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.350% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 91%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 116%
  • Fixed:  Rate: 2.45%

Asset Builder II 7 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.350% 
  • 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 5.250% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.850% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 104%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 132%
  • Fixed:  Rate: 2.50%

Asset Builder II 7 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 6.850% 
  • 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 6.400% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.900% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 112%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 145%
  • Fixed:  Rate: 2.55%

Asset Builder II 7 No ROP 10,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 5.200% 
  • 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 5.050% 
  • 1-Year S&P 500 Performance Trigger:  Cap 3.850% 
  • 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: 2.55%

Asset Builder II 7 No ROP 50,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 7.050% 
  • 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 6.900% 
  • 1-Year S&P 500 Performance Trigger:  Cap 4.700% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 117%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 145%
  • Fixed:  Rate: 2.60%

Asset Builder II 7 No ROP 100,000+

  • 1-Year S&P 500 Point-to-Point w/ Cap:  Cap 8.100% 
  • 1-Year S&P 500 Point-to-Point w/ Participation:  Part Rate 36%
  • 1-Year S&P 500 Point-to-Point w/ Cap Guaranty for Term:  Cap 7.600% 
  • 1-Year S&P 500 Performance Trigger:  Cap 5.900% 
  • 1-Year JP Morgan Mojave Index w/ Participation:  Part Rate 122%
  • 2-Year Citi Flexible Allocation 6 Excess Return w/ Participation:  Part Rate 155%
  • Fixed:  Rate: 2.65%

May 30, 2023 – Effective Date of Change

Pacific Guardian Life

MYGA

  • Diamond Head 10 10,000+  4.65%
  • Diamond Head 3 10,000+  4.65%
  • Diamond Head 4 10,000+  4.65%
  • Diamond Head 5 10,000+  4.65%
  • Diamond Head 6 10,000+  4.65%
  • Diamond Head 7 10,000+  4.65%
  • Diamond Head 8 10,000+  4.65%
  • Diamond Head 9 10,000+  4.65%

June 3, 2023 – Effective Date of Change

National Life Group

MYGA

  • Green Mountain Freedom 5 100,000+  4.70%
  • RetireMax Secure 5 100,000+  4.70%

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