IAMS Blog

On The Move - May 9, 2023 - Insurance Agency Marketing Services

Written by Webmaster | May 9, 2023 8:47:43 AM

May 11, 2023 – Effective Date of Change

American Equity Investment Life Insurance Company

Fixed Indexed Annuity

AssetShield 10 5,000+

  • S&P 500 Annual Pt to Pt with Cap:  Cap 11.000% 
  • S&P 500 Monthly Sum Pt to Pt with Cap:  Cap 2.600% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR:  Part Rate 170%
  • S&P 500 Annual Pt to Pt with PR:  Part Rate 30%
  • S&P 500 NeXt Monthly Pt to Pt with Replacement Rate:  Cap 0.100% 
  • 1 Year Fixed Account:  Rate 0.84%
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR:  Part Rate 230%
  • BofA Destinations Index Annual Pt to Pt with PR:  Part Rate 135%
  • CS Tech Edge Annual Pt to Pt with PR:  Part Rate 140%
  • SG Global Sentiment Annual Pt to Pt with PR:  Part Rate 135%
  • BofA Destinations Index 2-Year Pt to Pt with PR :  Part Rate 200%
  • CS Tech Edge 2-Year Pt to Pt with PR :  Part Rate 210%
  • SG Global Sentiment 2-Year Pt to Pt with PR :  Part Rate 195%
  • S&P 500 Annual Pt to Pt with Cap and Fee:  Cap 13.000% 
  • S&P 500 Monthly Pt to Pt with Cap and Fee:  Cap 3.400% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt with PR and Fee:  Part Rate 245%
  • S&P 500 Annual Pt to Pt with PR and Fee:  Part Rate 45%
  • S&P 500 NeXt Monthly Pt to Pt with Replacement Rate with Fee:  Cap 1.200% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt with PR and Fee:  Part Rate 345%
  • BofA Destinations Index Annual Pt to Pt with PR and Fee:  Part Rate 225%
  • CS Tech Edge Annual Pt to Pt with PR and Fee:  Part Rate 235%
  • SG Global Sentiment Annual Pt to Pt with PR and Fee:  Part Rate 220%
  • BofA Destinations Index 2-Year Pt to Pt with PR and Fee:  Part Rate 330%
  • CS Tech Edge 2-Year Pt to Pt with PR and Fee:  Part Rate 350%
  • SG Global Sentiment 2-Year Pt to Pt with PR and Fee:  Part Rate 320%

AssetShield 5 5,000+

  • S&P 500 Annual Pt to Pt w/Cap:  Cap 9.250% 
  • S&P 500 Monthly Pt to Pt w/Cap:  Cap 2.300% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index:  Part Rate 145%
  • S&P 500 Annual Pt to Pt w/PR:  Part Rate 24%
  • S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate:  Cap 0.100% 
  • 1 Year Fixed Account:  Rate 1.06%
  • BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 110%
  • CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 115%
  • SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 110%
  • S&P 500 Annual Pt to Pt w/Cap *FEE*:  Cap 12.000% 
  • S&P 500 Monthly Pt to Pt w/Cap *FEE*:  Cap 3.100% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index *FEE*:  Part Rate 230%
  • S&P 500 Annual Pt to Pt w/PR *FEE*:  Part Rate 38%
  • S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate *FEE*:  Cap 1.200% 
  • BofA Destinations Index Annual Pt to Pt w/PR *FEE*:  Part Rate 210%
  • CS Tech Edge Annual Pt to Pt w/PR *FEE*:  Part Rate 215%
  • SG Global Sentiment Annual Pt to Pt w/PR *FEE*:  Part Rate 210%

AssetShield 7 5,000+

  • S&P 500 Annual Pt to Pt w/Cap:  Cap 10.000% 
  • S&P 500 Monthly Pt to Pt w/Cap:  Cap 2.500% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index:  Part Rate 160%
  • S&P 500 Annual Pt to Pt w/PR:  Part Rate 29%
  • S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate:  Cap 0.100% 
  • 1 Year Fixed Account:  Rate 0.96%
  • BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 125%
  • CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 130%
  • SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 125%
  • S&P 500 Annual Pt to Pt w/Cap *FEE*:  Cap 12.750% 
  • S&P 500 Monthly Pt to Pt w/Cap *FEE*:  Cap 3.300% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index *FEE*:  Part Rate 240%
  • S&P 500 Annual Pt to Pt w/PR *FEE*:  Part Rate 43%
  • S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate *FEE*:  Cap 1.200% 
  • BofA Destinations Index Annual Pt to Pt w/PR *FEE*:  Part Rate 220%
  • CS Tech Edge Annual Pt to Pt w/PR *FEE*:  Part Rate 225%
  • SG Global Sentiment Annual Pt to Pt w/PR *FEE*:  Part Rate 215%

AssetShield 9 CA 5,000+

  • S&P 500 Annual Pt to Pt w/Cap:  Cap 11.000% 
  • S&P 500 Monthly Pt to Pt w/Cap:  Cap 2.600% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR:  Part Rate 170%
  • S&P 500 Annual Pt to Pt w/PR:  Part Rate 30%
  • S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate:  Cap 0.100% 
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR:  Part Rate 230%
  • Traditional Fixed Value:  Rate 0.88%
  • BofA Destinations Index Annual Pt to Pt w/PR:  Part Rate 135%
  • CS Tech Edge Annual Pt to Pt w/PR:  Part Rate 140%
  • SG Global Sentiment Annual Pt to Pt w/PR:  Part Rate 135%
  • BofA Destinations Index Annual Pt to Pt w/PR *FEE*:  Part Rate 225%
  • CS Tech Edge Annual Pt to Pt w/PR *FEE*:  Part Rate 235%
  • SG Global Sentiment Annual Pt to Pt w/PR *FEE*:  Part Rate 220%
  • BofA Destinations Index 2 Year Pt to Pt w/PR :  Part Rate 200%
  • BofA Destinations Index 2 Year Pt to Pt w/PR *FEE*:  Part Rate 330%
  • CS Tech Edge 2 Year Pt to Pt w/PR :  Part Rate 210%
  • CS Tech Edge 2 Year Pt to Pt w/PR *FEE*:  Part Rate 350%
  • SG Global Sentiment 2 Year Pt to Pt w/PR :  Part Rate 195%
  • SG Global Sentiment 2 Year Pt to Pt w/PR *FEE*:  Part Rate 320%
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index Annual Pt to Pt w/PR *FEE*:  Part Rate 245%
  • S&P 500 Dividend Aristocrats Daily Risk Control 5% ER Index 2-Year Pt to Pt w/PR *FEE*:  Part Rate 345%
  • S&P 500 Annual Pt to Pt w/Cap *FEE*:  Cap 13.000% 
  • S&P 500 Monthly Pt to Pt w/Cap *FEE*:  Cap 3.400% 
  • S&P 500 Annual Pt to Pt w/PR *FEE*:  Part Rate 45%
  • S&P 500 NeXt Monthly Pt to Pt w/Replacement Rate *FEE*:  Cap 1.200% 

Sagicor Life Insurance Company

MYGA

  • Milestone MYGA 3 15,000+  3.65%
  • Milestone MYGA 3 50,000+  4.40%
  • Milestone MYGA 3 100,000+  4.65%
  • Milestone MYGA 3 CA 15,000+  3.60%
  • Milestone MYGA 3 CA 50,000+  4.35%
  • Milestone MYGA 3 CA 100,000+  4.60%
  • Milestone MYGA 3 FL 15,000+  3.65%
  • Milestone MYGA 3 FL 50,000+  4.40%
  • Milestone MYGA 3 FL 100,000+  4.65%
  • Milestone MYGA 4 15,000+  4.05%
  • Milestone MYGA 4 50,000+  4.60%
  • Milestone MYGA 4 100,000+  4.85%
  • Milestone MYGA 4 CA 15,000+  4.00%
  • Milestone MYGA 4 CA 50,000+  4.55%
  • Milestone MYGA 4 CA 100,000+  4.80%
  • Milestone MYGA 4 FL 15,000+  4.05%
  • Milestone MYGA 4 FL 50,000+  4.60%
  • Milestone MYGA 4 FL 100,000+  4.85%
  • Milestone MYGA 5 15,000+  4.30%
  • Milestone MYGA 5 50,000+  4.75%
  • Milestone MYGA 5 100,000+  5.00%
  • Milestone MYGA 5 CA 15,000+  4.25%
  • Milestone MYGA 5 CA 50,000+  4.70%
  • Milestone MYGA 5 CA 100,000+  4.95%
  • Milestone MYGA 5 FL 15,000+  4.30%
  • Milestone MYGA 5 FL 50,000+  4.75%
  • Milestone MYGA 5 FL 100,000+  5.00%
  • Milestone MYGA 6 15,000+  4.45%
  • Milestone MYGA 6 50,000+  4.80%
  • Milestone MYGA 6 100,000+  5.00%
  • Milestone MYGA 6 CA 15,000+  4.40%
  • Milestone MYGA 6 CA 50,000+  4.75%
  • Milestone MYGA 6 CA 100,000+  4.95%
  • Milestone MYGA 6 FL 15,000+  4.45%
  • Milestone MYGA 6 FL 50,000+  4.80%
  • Milestone MYGA 6 FL 100,000+  5.00%
  • Milestone MYGA 7 15,000+  4.50%
  • Milestone MYGA 7 50,000+  4.85%
  • Milestone MYGA 7 100,000+  5.00%
  • Milestone MYGA 7 CA 15,000+  4.45%
  • Milestone MYGA 7 CA 50,000+  4.80%
  • Milestone MYGA 7 CA 100,000+  4.95%
  • Milestone MYGA 7 FL 15,000+  4.50%
  • Milestone MYGA 7 FL 50,000+  4.85%
  • Milestone MYGA 7 FL 100,000+  5.00%