IAMS Blog

On The Move - May 3, 2022 - Insurance Agency Marketing Services

Written by Webmaster | May 2, 2022 10:12:07 AM

May 02, 2022 – Effective Date of Change

Global Atlantic Financial Group

Fixed Index Annuity

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% 
  • 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%

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% 
  • 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% 
  • 1 Year Fixed Rate:  Rate 2.40%

ForeIncome II 10 With Income Multiplier Benefit 25,000+

  • 1 Year S&P 500 Point-to-Point with Cap:  Cap 5.00% 
  • 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 6.50% 
  • 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% 
  • Fixed-Rate:  Rate 2.40%

ForeIncome II 5 With Income Multiplier Benefit 25,000+

  • 1 Year S&P 500 Point-to-Point with Cap:  Cap 4.75% 
  • 2 Year BlackRock Diversa Volatility Control w/ Spread:  Spread 0.75% 
  • 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 6.25% 
  • 1 Year MSCI EAFE Point to Point with Cap:  Cap 4.75% 
  • 1 Year Russell 2000 Point to Point with Cap:  Cap 4.75% 
  • 1 Year PIMCO Balanced Point to Point with Participation Rate:  Part Rate 95%
  • 1 Year S&P 500 Point to Point with Performance Trigger:  Cap 3.50% 
  • 2 Year Franklin US Point to Point with Spread:  Spread 0.75% 
  • Fixed-Rate:  Rate 2.30%

ForeIncome II 7 With Income Multiplier Benefit 25,000+

  • 1 Year S&P 500 Point-to-Point with Cap:  Cap 5.00%
  • 1 Year BlackRock Diversa Volatility Control Point to Point with Cap:  Cap 6.50% 
  • 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% 
  • Fixed-Rate:  Rate 2.40%

MYGA

SecureFore 3 10,000+  2.85%

SecureFore 3 100,000+  3.10%

SecureFore 5 10,000+  3.15%

SecureFore 5 100,000+  3.40%

SecureFore 7 10,000+  3.25%

SecureFore 7 100,000+  3.50%

North American Company

NAC Guarantee Plus 3 20,000+ 2.70%

NAC Guarantee Plus 3 100,000+ 3.15%

NAC Guarantee Plus 5 20,000+ 3.10%

NAC Guarantee Plus 5 100,000+ 3.35%

NAC Guarantee Plus 7 20,000+ 3.10%

NAC Guarantee Plus 7 100,000+ 3.40%

May 03, 2022 – Effective Date of Change

Allianz Life Insurance Company of North America

Fixed Index Annuity

Allianz Essential Income 7 10,000+

  • 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 4.50% 
  • 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 8.00% 
  • Fixed Interest Account:  Rate 2.40%