On The Move - May 24, 2022 - Insurance Agency Marketing Services

May 31, 2022 – Effective Date of Change

Global Atlantic Financial Group

Choice Accumulation II 10 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 7.50% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.20% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• 1 Year Fixed Rate:  Rate 3.00%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 7.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 7.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 115%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 5.50% 
• 2 Year Franklin US Point to Point with Spread: 

Choice Accumulation II 10 100,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 8.50% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.25% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• 1 Year Fixed Rate:  Rate 3.25%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 8.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 8.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 125%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.50% 
• 2 Year Franklin US Point to Point with Spread: 

Choice Accumulation II 5 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 7.00% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.00% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• Fixed-Rate:  Rate 2.75%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 7.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 7.000% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 110%
• 2 Year Franklin US Point to Point with Spread : 
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 5.00% 

Choice Accumulation II 5 100,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 8.00% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.10% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• Fixed-Rate:  Rate 3.00%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 8.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 8.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 120%
• 2 Year Franklin US Point to Point with Spread : 
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.00% 

Choice Accumulation II 7 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 7.50% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.20% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• Fixed-Rate:  Rate 3.00%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 7.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 7.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 115%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 5.50% 
• 2 Year Franklin US Point to Point with Spread : 

Choice Accumulation II 7 100,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 8.50% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.25% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• Fixed-Rate:  Rate 3.25%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 8.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 8.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 125%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.50% 
• 2 Year Franklin US Point to Point with Spread : 

Choice Income II 10 with Guaranteed Income Builder 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 4.00% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.25% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread:  Spread 2.00% 
• 1 Year Fixed Rate:  Rate 2.00%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 4.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 85%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 3.25% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 4.00% 
• 2 Year Franklin US Point to Point with Spread:  Spread 2.00% 

Choice Income II 10 with Income Multiplier Benefit 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 5.00% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.40% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• 1 Year Fixed Rate:  Rate 2.40%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 5.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 5.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 100%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 4.00% 
• 2 Year Franklin US Point to Point with Spread : 

Choice Income II 7 with Guaranteed Income Builder 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 4.00% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.25% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread:  Spread 2.00% 
• 1 Year Fixed Rate:  Rate 2.00%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 4.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 4.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 85%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 3.25% 
• 2 Year Franklin US Point to Point with Spread:  Spread 2.00% 

Choice Income II 7 with Income Multiplier Benefit 25,000+

• 1 Year S&P 500 Annual Point-to-Point w/ Cap:  Cap 5.00% 
• 1 Year S&P 500 Monthly Point-to-Point w/ Cap:  Cap 1.40% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread: 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 5.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 5.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 100%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 4.00% 
• 2 Year Franklin US Point to Point with Spread : 
• 1 Year Fixed Rate:  Rate 2.40%

ForeAccumulation II 10 25,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 7.50% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• Fixed-Rate:  Rate 3.00%
• 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 13.00% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 7.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 7.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 115%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 5.50% 
• 2 Year Franklin US Point to Point with Spread : 

ForeAccumulation II 10 100,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 8.50% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• Fixed-Rate:  Rate 3.25%
• 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 15.00% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 8.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 8.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 125%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.50% 
• 2 Year Franklin US Point to Point with Spread: 

ForeAccumulation II 5 25,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 7.00% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• Fixed-Rate:  Rate 2.75%
• 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 12.00% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 7.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 7.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 110%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 5.00% 
• 2 Year Franklin US Point to Point with Spread : 

ForeAccumulation II 5 100,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 8.00% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• Fixed-Rate:  Rate 3.00%
• 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 14.00% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 8.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 8.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 120%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.00% 
• 2 Year Franklin US Point to Point with Spread : 

ForeAccumulation II 7 25,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 7.50% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• Fixed-Rate:  Rate 3.00%
• 1 Year BlackRock Diversa Volatility Control with Cap:  Cap 13.00% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 7.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 7.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 115%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 5.50% 
• 2 Year Franklin US Point to Point with Spread : 

ForeAccumulation II 7 100,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 8.50% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• Fixed-Rate:  Rate 3.25%
• 1 Year BlackRock Diversa Volatility Control with Cap:  Cap 15.00% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 8.50% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 8.50% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 125%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.50% 
• 2 Year Franklin US Point to Point with Spread : 

ForeAccumulation II Advisory 25,000+

• 1 Year S&P 500 Point-to-Point with Cap:  Cap 9.00% 
• 2 Year BlackRock Diversa Volatility Control w/ Spread : 
• 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 15.25% 
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 9.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 9.00% 
• 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 140%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 6.75% 
• 2 Year Franklin US Point to Point with Spread : 
• Fixed-Rate:  Rate 3.35%

Income 150+ SE 10,000+

• 1 Year S&P 500 Annual Point-to-Point:  Cap 2.75% 
• 1 Year S&P 500 Monthly Point-to-Point:  Cap 1.15% 
• 2 Year BlackRock Diversa VCI Point-to-Point W/Spread:  Spread 5.00% 
• 1 Year Fixed Account:  Rate 1.50%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 2.75% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 2.75% 
• 1 Year PIMCO Balanced Point to Point with PR:  Part Rate 65%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 2.25% 
• 2 Year Franklin US Index Point to Point with Spread:  Spread 5.00% 

Income 150+ SE 25,000+

• 1 Year S&P 500 Annual Point-to-Point:  Cap 2.75% 
• 1 Year S&P 500 Monthly Point-to-Point:  Cap 1.15% 
• 2 Year BlackRock Diversa VCI Point-to-Point W/Spread:  Spread 5.00% 
• 1 Year Fixed Account:  Rate 1.50%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 2.75% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 2.75% 
• 1 Year PIMCO Balanced Point to Point with PR:  Part Rate 65%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 2.25% 
• 2 Year Franklin US Index Point to Point with Spread:  Spread 5.00% 

Income 150+ SE 100,000+

• 1 Year S&P 500 Annual Point-to-Point:  Cap 3.00% 
• 1 Year S&P 500 Monthly Point-to-Point:  Cap 1.20% 
• 2 Year BlackRock Diversa VCI Point-to-Point W/Spread:  Spread 3.00% 
• 1 Year Fixed Account:  Rate 1.75%
• 1 Year MSCI EAFE Point to Point with Cap:  Cap 3.00% 
• 1 Year Russell 2000 Point to Point with Cap:  Cap 3.00% 
• 1 Year PIMCO Balanced Point to Point with PR:  Part Rate 75%
• 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 2.50% 
• 2 Year Franklin US Index Point to Point with Spread:  Spread 3.00% 

MYGA

SecureFore 3 10,000+  3.15%

SecureFore 3 100,000+  3.50%

SecureFore 5 10,000+  3.55%

SecureFore 5 100,000+  3.85%

SecureFore 7 10,000+  3.65%

SecureFore 7 100,000+  4.00%