---
title: On The Move - October 4, 2022 - Insurance Agency Marketing Services
description: Rates changing! The latest product updates from our carrier partners
---

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# On The Move – October 4, 2022

### **October 4, 2022** – Effective Date of Change

## American National Insurance Company

### Fixed Annuity

- **Century Plus **5,000+  2.80% w/ 5.00% Bonus
- **Century Plus **100,000+  2.90% w/ 5.00% Bonus
- **Palladium Group Fixed Deferred **0+  3.10%
- **Wealth Quest Citadel 5 Diamond **5,000+  2.90% w/ 1.00% Bonus
- **Wealth Quest Citadel 5 Diamond **100,000+  3.00% w/ 1.00% Bonus
- **Wealth Quest Citadel 7 Diamond **5,000+  3.10% w/ 2.00% Bonus
- **Wealth Quest Citadel 7 Diamond **100,000+  3.20% w/ 2.00% Bonus

### Fixed Indexed Annuity

#### Strategy Indexed Annuity PLUS 10 10,000+

- 1 Year S&P 500 Annual Point-to-Point With 100% PR:  Cap 7.25%  Part Rate 100%
- 1 Year S&P 500 Monthly Point-to-Point:  Cap 2.60% 
- 1 Year S&P 500 Performance with a Specified Rate:  Cap 4.85% 
- 1 Year S&P 500 Annual Point-to-Point 50% PR :  Cap 7.20%  Part Rate 50%
- 1 Year S&P 500 Annual Point-to-Point Uncapped PR:  Part Rate 30%
- 1 Year Declared Rate:  Rate 3.30%
- 1 Year S&P MARC 5% ER Low Volatility Participation:  Part Rate 155%
- 1 Year Nasdaq 100 – Growth Cap 100% Participation Cap:  Cap 7.25%  Part Rate 100%

#### Strategy Indexed Annuity PLUS 10 10,000+

- 1 Year S&P 500 Annual Point-to-Point with 100% PR:  Cap 7.15%  Part Rate 100%
- 1 Year S&P 500 Monthly Point-to-Point: Cap 2.50% 
- 1 Year S&P 500 Performance with a Specified Rate: Cap 4.80% 
- 1 Year S&P 500 Annual Point-to-Point 50% PR :  Cap 7.10%  Part Rate 50%
- 1 Year S&P 500 Annual Point-to-Point Uncapped PR: Part Rate 25%
- 1 Year Declared Rate: Rate 3.20%
- 1 Year S&P MARC 5% ER Low Volatility Participation: Part Rate 145%
- 1 Year Nasdaq 100 – Growth Cap 100% Participation Cap:  Cap 7.15% Part Rate 100%

### MYGA

- **Palladium MYG Annuity 10 **5,000+  4.15%
- **Palladium MYG Annuity 10 **100,000+  4.25%
- **Palladium MYG Annuity 10 **250,000+  4.40%
- **Palladium MYG Annuity 3 **5,000+  3.80%
- **Palladium MYG Annuity 3 **100,000+  3.90%
- **Palladium MYG Annuity 3 **250,000+  4.05%
- **Palladium MYG Annuity 5 **5,000+  4.10%
- **Palladium MYG Annuity 5 **100,000+  4.20%
- **Palladium MYG Annuity 5 **250,000+  4.35%
- **Palladium MYG Annuity 6 **5,000+  4.15%
- **Palladium MYG Annuity 6 **100,000+  4.25%
- **Palladium MYG Annuity 6 **250,000+  4.40%
- **Palladium MYG Annuity 7 **5,000+  4.15%
- **Palladium MYG Annuity 7 **100,000+  4.25%
- **Palladium MYG Annuity 7 **250,000+  4.40%
- **Palladium MYG Annuity 8 **5,000+  4.15%
- **Palladium MYG Annuity 8 **100,000+  4.25%
- **Palladium MYG Annuity 8 **250,000+  4.40%
- **Palladium MYG Annuity 9 **5,000+  4.15%
- **Palladium MYG Annuity 9 **100,000+  4.25%
- **Palladium MYG Annuity 9 **250,000+  4.40%

## Integrity Life Insurance Company

### Fixed Annuity

- **New Momentum 5 **5,000+  4.15% w/ 0.75% Bonus
- **New Momentum 6 **5,000+  4.05% w/ 0.75% Bonus
- **New Momentum QIO **5,000+  5.50%
- **SPDA Series II 1 **3,000+  5.05%
- **SPDA Series II 3 **3,000+  4.00% w/ 1.00% Bonus
- **SPDA Series II 5 **3,000+  3.90% w/ 1.00% Bonus

### MYGA

- **MultiVantage 4 **20,000+  4.30% w/ 1.00% Bonus
- **MultiVantage 5 **20,000+  4.15% w/ 1.00% Bonus
- **MultiVantage 7 **20,000+  4.10% w/ 1.00% Bonus
- **New Momentum 10 **5,000+  3.90% w/ 0.75% Bonus
- **New Momentum 7 **5,000+  3.95% w/ 0.75% Bonus
- **SPDA Series II 7 **3,000+  3.80% w/ 1.00% Bonus

## Nassau Life and Annuity Company

### Fixed Indexed Annuity

#### **Nassau Growth Annuity 10 Group A 15,000+**

- 1-year S&P 500 – Cap:  Cap 8.000% 
- 1-year S&P 500 – Participation Rate:  Part Rate 41%
- 2-Year S&P 500 – Participation Rate:  Part Rate 52%
- 2-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 150%
- 1-Year S&P 500 – Participation Rate with Fee:  Part Rate 50%
- 2-year S&P 500 Participation Rate with Fee:  Part Rate 70%
- 2-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 190%
- Fixed Account:  Rate 3.70%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 85%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 107%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 30%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 39%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 42%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 54%

#### **Nassau Growth Annuity 10 Group A with Income 15,000+**

- 1-year S&P 500 – Cap:  Cap 8.000% 
- 1-year S&P 500 – Participation Rate:  Part Rate 41%
- 2-year S&P 500 – Participation Rate:  Part Rate 52%
- 2-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 150%
- 1-Year S&P 500 – Participation Rate with Fee:  Part Rate 50%
- 2-year S&P 500 Participatin Rate with Fee:  Part Rate 70%
- 2-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 190%
- Fixed Account:  Rate 3.70%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 85%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 107%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 30%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 39%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 42%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 54%

#### **Nassau Growth Annuity 10 Group B 15,000+**

- 1-year S&P 500 Cap:  Cap 7.500% 
- 1-year S&P 500 Participation Rate:  Part Rate 39%
- 2-year S&P 500 Participation Rate:  Part Rate 49%
- 2-year Sunrise Smart Passage SG Participation Rate:  Part Rate 141%
- 1-year S&P 500 Participation Rate with Fee:  Part Rate 48%
- 2-year S&P 500 Participation Rate with Fee:  Part Rate 67%
- 2-year Sunrise Smart Passage SG Participation Rate with Fee:  Part Rate 183%
- Fixed Account:  Rate 3.50%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 80%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 103%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 28%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 51%

#### **Nassau Growth Annuity 10 Group B with Income 15,000+**

- 1-year S&P 500 Cap:  Cap 7.500% 
- 1-year S&P 500 Participation Rate:  Part Rate 39%
- 2-year S&P 500 Participation Rate:  Part Rate 49%
- 2-year Sunrise Smart Passage SG Participation Rate:  Part Rate 141%
- 1-year S&P 500 Participation Rate with Fee:  Part Rate 48%
- 2-year S&P 500 Participation Rate with Fee:  Part Rate 67%
- 2-year Sunrise Smart Passage SG Participation Rate with Fee:  Part Rate 183%
- Fixed Account:  Rate 3.50%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 80%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 103%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 28%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 51%

#### **Nassau Growth Annuity 10 Group C 15,000+**

- 1-year S&P 500 Cap:  Cap 7.500% 
- 1-year S&P 500 Participation Rate:  Part Rate 39%
- 2-year S&P 500 Participation Rate:  Part Rate 49%
- 2-year Sunrise Smart Passage SG Participation Rate:  Part Rate 141%
- 1-year S&P 500 Participation Rate with Fee:  Part Rate 48%
- 2-year S&P 500 Participation Rate with Fee:  Part Rate 67%
- 2-year Sunrise Smart Passage SG Participation Rate with Fee:  Part Rate 183%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 80%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 103%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 28%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 51%
- Fixed Account:  Rate 3.50%

#### **Nassau Growth Annuity 10 Group C with Income 15,000+**

- 1-year S&P 500 Cap:  Cap 7.500% 
- 1-year S&P 500 Participation Rate:  Part Rate 39%
- 2-year S&P 500 Participation Rate:  Part Rate 49%
- 2-year Sunrise Smart Passage SG Participation Rate:  Part Rate 141%
- 1-year S&P 500 Participation Rate with Fee:  Part Rate 48%
- 2-year S&P 500 Participation Rate with Fee:  Part Rate 67%
- 2-year Sunrise Smart Passage SG Participation Rate with Fee:  Part Rate 183%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 80%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 103%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 28%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 37%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 51%
- Fixed Account:  Rate 3.50%

#### **Nassau Growth Annuity 7 Group B 15,000+**

- Fixed Account:  Rate 3.10%
- 1-year S&P 500 Cap:  Cap 6.750% 
- 1-year S&P 500 Participation Rate:  Part Rate 31%
- 2-year S&P 500 Participation Rate:  Part Rate 42%
- 2-year Sunrise Smart Passage SG Participation Rate:  Part Rate 125%
- 1-year S&P 500 Participation Rate with Fee:  Part Rate 43%
- 2-year S&P 500 Participation Rate With Fee:  Part Rate 60%
- 2-year Sunrise Smart Passage SG Participation Rate with Fee:  Part Rate 168%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 70%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 93%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 25%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 34%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 35%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 47%

#### **Nassau Growth Annuity 7 Group C 15,000+**

- 1-year S&P 500 Cap:  Cap 6.750% 
- 1-year S&P 500 Participation Rate:  Part Rate 31%
- 2-year S&P 500 Participation Rate:  Part Rate 42%
- 2-year Sunrise Smart Passage SG Participation Rate:  Part Rate 125%
- 1-year S&P 500 Participation Rate with Fee:  Part Rate 43%
- 2-year S&P 500 Participation Rate With Fee:  Part Rate 60%
- 2-year Sunrise Smart Passage SG Participation Rate with Fee:  Part Rate 168%
- 1-year Sunrise Smart Passage SG – Participation Rate:  Part Rate 70%
- 1-year Sunrise Smart Passage SG – Participation Rate with Fee:  Part Rate 93%
- 1-year Nasdaq-100 – Participation Rate:  Part Rate 25%
- 1-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 34%
- 2-year Nasdaq-100 – Participation Rate :  Part Rate 35%
- 2-year Nasdaq-100 – Participation Rate with Fee:  Part Rate 47%
- Fixed Account:  Rate 3.10%

### MYGA

- **Nassau MYAnnuity 5X 0% Free **10,000+  4.75%
- **Nassau MYAnnuity 5X 10% Free **10,000+  4.55%
- **Nassau MYAnnuity 7X 0% Free **10,000+  4.85%
- **Nassau MYAnnuity 7X 10% Free **10,000+  4.65%
- **Nassau Simple Annuity 4 **5,000+  4.60%
- **Nassau Simple Annuity 6 **5,000+  4.75%

## Nationwide LIfe Insurance Company

### Fixed Indexed Annuity

#### **Nationwide Peak 10 25,000+**

- AB Growth & Value Balanced Index – Option A:  Spread 1.00%  Part Rate 250%
- J.P. Morgan Cycle Index – Option A:  Spread 1.00%  Part Rate 260%
- S&P 500 Price Index – Option A:  Spread 1.00%  Part Rate 50%
- S&P 500 Average Daily Risk Control 5% Index – Option A:  Spread 1.00%  Part Rate 255%
- Fixed:  Rate 3.55%
- AB Growth & Value Balanced Index – Option B:  Part Rate 225%
- J.P. Morgan Cycle Index – Option B:  Part Rate 235%
- S&P 500 Average Daily Risk Control 5% Index – Option B :  Part Rate 225%
- S&P 500 Price Index – Option B:  Part Rate 45%
- AB Growth & Value Balanced Index – 1 Year:  Cap 9.000% 
- J.P. Morgan Cycle Index – 1 Year:  Cap 9.000% 
- S&P 500 Average Daily Risk Control 5% Index – 1 Year:  Cap 9.000% 
- S&P 500 Price Index – 1 Year:  Cap 6.750% 
- BNPP Global H-Factor Index – 1 Year:  Cap 9.000% 
- BNPP Global H-Factor Index – Option A:  Spread 1.00%  Part Rate 275%
- BNPP Global H-Factor Index – Option B:  Part Rate 255%

#### **Nationwide Peak 10 100,000+**

- AB Growth & Value Balanced Index – Option A:  Spread 1.00%  Part Rate 265%
- J.P. Morgan Cycle Index – Option A:  Spread 1.00%  Part Rate 280%
- S&P 500 Price Index – Option A:  Spread 1.00%  Part Rate 55%
- S&P 500 Average Daily Risk Control 5% Index – Option A:  Spread 1.00%  Part Rate 270%
- Fixed:  Rate 3.80%
- AB Growth & Value Balanced Index – Option B:  Part Rate 240%
- J.P. Morgan Cycle Index – Option B:  Part Rate 250%
- S&P 500 Average Daily Risk Control 5% Index – Option B :  Part Rate 240%
- S&P 500 Price Index – Option B:  Part Rate 50%
- AB Growth & Value Balanced Index – 1 Year:  Cap 10.000% 
- J.P. Morgan Cycle Index – 1 Year:  Cap 10.000% 
- S&P 500 Average Daily Risk Control 5% Index – 1 Year:  Cap 10.000% 
- S&P 500 Price Index – 1 Year:  Cap 7.250% 
- BNPP Global H-Factor Index – 1 Year:  Cap 10.000% 
- BNPP Global H-Factor Index – Option A:  Spread 1.00%  Part Rate 285%
- BNPP Global H-Factor Index – Option B:  Part Rate 275%

#### **Nationwide Peak 10 Compact 25,000+**

- AB Growth & Value Balanced Index – Option A:  Spread 1.00%  Part Rate 245%
- J.P. Morgan Cycle Index – Option A:  Spread 1.00%  Part Rate 255%
- S&P 500 Price Index – Option A:  Spread 1.00%  Part Rate 45%
- S&P 500 Average Daily Risk Control 5% Index – Option A:  Spread 1.00%  Part Rate 250%
- AB Growth & Value Balanced Index – Option B:  Part Rate 220%
- J.P. Morgan Cycle Index – Option B:  Part Rate 230%
- S&P 500 Average Daily Risk Control 5% Index – Option B :  Part Rate 220%
- S&P 500 Price Index – Option B:  Part Rate 40%
- AB Growth & Value Balanced Index – 1 Year:  Cap 8.500% 
- J.P. Morgan Cycle Index – 1 Year:  Cap 8.500% 
- S&P 500 Average Daily Risk Control 5% Index – 1 Year:  Cap 8.500% 
- S&P 500 Price Index – 1 Year:  Cap 6.500% 
- Fixed:  Rate 3.45%
- BNPP Global H-Factor Index – 1 Year:  Cap 8.500% 
- BNPP Global H-Factor Index – Option A:  Spread 1.00%  Part Rate 270%
- BNPP Global H-Factor Index – Option B:  Part Rate 250%

#### **Nationwide Peak 10 Compact 100,000+**

- AB Growth & Value Balanced Index – Option A:  Spread 1.00%  Part Rate 260%
- J.P. Morgan Cycle Index – Option A:  Spread 1.00%  Part Rate 270%
- S&P 500 Price Index – Option A:  Spread 1.00%  Part Rate 50%
- S&P 500 Average Daily Risk Control 5% Index – Option A:  Spread 1.00%  Part Rate 265%
- AB Growth & Value Balanced Index – Option B:  Part Rate 235%
- J.P. Morgan Cycle Index – Option B:  Part Rate 245%
- S&P 500 Average Daily Risk Control 5% Index – Option B :  Part Rate 235%
- S&P 500 Price Index – Option B:  Part Rate 45%
- AB Growth & Value Balanced Index – 1 Year:  Cap 9.500% 
- J.P. Morgan Cycle Index – 1 Year:  Cap 9.500% 
- S&P 500 Average Daily Risk Control 5% Index – 1 Year:  Cap 9.500% 
- S&P 500 Price Index – 1 Year:  Cap 7.000% 
- Fixed:  Rate 3.70%
- BNPP Global H-Factor Index – 1 Year:  Cap 9.500% 
- BNPP Global H-Factor Index – Option A:  Spread 1.00%  Part Rate 280%
- BNPP Global H-Factor Index – Option B:  Part Rate 270%

## Oxford LIfe Insurance Company

### Fixed Indexed Annuity

#### **Royal Select 10,000+**

- 1 Year Fixed Account Strategy:  Rate 3.30%
- 1 Year Monthly Average Strategy:  Cap 5.950% 
- 1 Year Annual Point-to-Point Strategy:  Cap 5.950% 

#### **Select 10 10,000+**

- 1 Year Fixed Account Strategy :  Rate 4.15%
- 1 Year S&P 500 Monthly Average :  Cap 8.050% 
- 1 Year S&P 500 Annual Point-to-Point:  Cap 8.050% 

#### **Select 3 20,000+**

- 1 Year S&P 500 Monthly Average :  Cap 6.550% 
- 1 Year S&P 500 Annual Point-to-Point:  Cap 6.550% 
- 1 Year Fixed Account Strategy :  Rate 3.70%

#### **Select 5 20,000+**

- 1 Year S&P 500 Monthly Average :  Cap 7.550% 
- 1 Year S&P 500 Annual Point-to-Point:  Cap 7.550% 
- 1 Year Fixed Account Strategy :  Rate 4.00%

#### **Select 7 20,000+**

- 1 Year S&P 500 Monthly Average :  Cap 7.800% 
- 1 Year S&P 500 Annual Point-to-Point:  Cap 7.800% 
- 1 Year Fixed Account Strategy :  Rate 4.00%

#### **Silver Select 10,000+**

- 1 Year S&P 500 Annual Point-to-Point:  Cap 6.950% 
- 1 Year S&P 500 Annual Monthly Average:  Cap 6.950% 
- 1 Year Fixed Account Strategy:  Rate 3.75%

### MYGA

- **Multi-Select 10 **20,000+  4.70%
- **Multi-Select 3 **20,000+  4.20%
- **Multi-Select 4 **20,000+  4.50%
- **Multi-Select 5 **20,000+  4.40%
- **Multi-Select 6 **20,000+  4.75%
- **Multi-Select 7 **20,000+  4.60%
- **Multi-Select 8 **20,000+  4.85%
- **Multi-Select 9 **20,000+  4.70%

## Pacific Life Insurance Company

### Fixed Indexed Annuity

#### **Pacific Index Dimensions 10 Year 25,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 7.750% 
- 1 Year S&P 500® Participation Rate:  Part Rate 33%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 47%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 7.750% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 33%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 47%
- 1-Year Fixed Account:  Rate 3.80%
- 1 Year S&P 500 Performance Triggered Index Option:  Cap 6.900% 
- 1 Year MSCI EAFE Performance Triggered Index Option:  Cap 6.900% 
- 1 Year BlackRock Endura Point to Point PR with Spread:  Part Rate 145%

#### **Pacific Index Dimensions 10 Year 100,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 8.000% 
- 1 Year S&P 500® Participation Rate:  Part Rate 35%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 50%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 8.000% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 35%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 50%
- 1-Year Fixed Account:  Rate 4.00%
- 1 Year S&P 500 Performance Triggered Index Option:  Cap 7.250% 
- 1 Year MSCI EAFE Performance Triggered Index Option:  Cap 7.250% 
- 1 Year BlackRock Endura Point to Point PR with Spread:  Part Rate 150%

#### **Pacific Index Dimensions 10 Year MVA 25,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 7.750% 
- 1 Year S&P 500® Participation Rate:  Part Rate 33%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 47%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 7.750% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 33%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 47%
- 1 Year Fixed Account:  Rate 3.80%
- 1 Year S&P 500 Performance Triggered Index:  Cap 6.900% 
- 1 Year MSCI EAFE Performance Triggered Index:  Cap 6.900% 
- 1 Year BlackRock Point to Point PR with Spread:  Part Rate 145%

#### **Pacific Index Dimensions 10 Year MVA 100,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 8.000% 
- 1 Year S&P 500® Participation Rate:  Part Rate 35%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 50%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 8.000% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 35%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 50%
- 1 Year Fixed Account:  Rate 4.00%
- 1 Year S&P 500 Performance Triggered Index:  Cap 7.250% 
- 1 Year MSCI EAFE Performance Triggered Index:  Cap 7.250% 
- 1 Year BlackRock Point to Point PR with Spread:  Part Rate 150%

#### **Pacific Index Dimensions 7 Year 25,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 7.600% 
- 1 Year S&P 500® Participation Rate:  Part Rate 32%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 46%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 7.600% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 32%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 46%
- 1-Year Fixed Account:  Rate 3.70%
- 1 Year S&P 500 Performance Triggered Index:  Cap 6.750% 
- 1 Year MSCI EAFE Performance Triggered Index:  Cap 6.750% 
- 1 Year BlackRock Endura Point to Point PR with Spread:  Part Rate 140%

#### **Pacific Index Dimensions 7 Year 100,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 7.800% 
- 1 Year S&P 500® Participation Rate:  Part Rate 34%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 49%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 7.800% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 34%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 49%
- 1-Year Fixed Account:  Rate 3.90%
- 1 Year S&P 500 Performance Triggered Index:  Cap 7.100% 
- 1 Year MSCI EAFE Performance Triggered Index:  Cap 7.100% 
- 1 Year BlackRock Endura Point to Point PR with Spread:  Part Rate 145%

#### **Pacific Index Dimensions 7 Year MVA 25,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 7.600% 
- 1 Year S&P 500® Participation Rate:  Part Rate 32%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 46%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 7.600% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 32%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 46%
- 1 Year Fixed Account:  Rate 3.70%
- 1 Year S&P 500 Performance Triggered Index:  Cap 6.750% 
- 1 Year MSCI EAFE Perromance Triggered Index:  Cap 6.750% 
- 1 Year BlackRock Endura Point to Point PR with Spread:  Part Rate 140%

#### **Pacific Index Dimensions 7 Year MVA 100,000+**

- 1 Year S&P 500® Point to Point with a Cap:  Cap 7.800% 
- 1 Year S&P 500® Participation Rate:  Part Rate 34%
- 1 Year S&P 500® Enhanced Participation Rate:  Spread 2.00%  Part Rate 49%
- 1 Year MSCI EAFE® Point to Point with a Cap:  Cap 7.800% 
- 1 Year MSCI EAFE® Participation Rate:  Part Rate 34%
- 1 Year MSCI EAFE® Enhanced Participation Rate:  Spread 2.00%  Part Rate 49%
- 1 Year Fixed Account:  Rate 3.90%
- 1 Year S&P 500 Performance Triggered Index:  Cap 7.100% 
- 1 Year MSCI EAFE Perromance Triggered Index:  Cap 7.100% 
- 1 Year BlackRock Endura Point to Point PR with Spread:  Part Rate 145%

### **October 03, 2022** – Effective Date of Change

## Delaware Life

#### Fixed Indexed Annuity

#### **Retirement Chapters 10 25,000+**

- 1-Year S&P 500 Point to Point with Cap Rate:  Cap 6.000% 
- 1-Year Momentum Asset Allocator 5.5% VC with Participation Rate:  Part Rate 100%
- 2-Year Momentum Asset Allocator 5.5% VC with Participation Rate:  Part Rate 135%
- 1-Year Fixed Account:  Rate 2.75%
- 1-Year S&P 500 Annual Point to Point with Participation Rate:  Part Rate 25%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR:  Part Rate 130%

#### **Retirement Stages 7 \*ROP for FEE\* 10,000+**

- 1-Year S&P 500 Point to Point with Cap Rate:  Cap 8.500% 
- 1-Year Fixed Account:  Rate 3.15%
- 1-Year S&P 500 Performance Trigger:  Cap 6.750% 
- 1-Year S&P 500 with Participation Rate:  Part Rate 35%
- 1-Year Morgan Stanley Global Opportunities:  Part Rate 135%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR:  Part Rate 145%

#### **Target Growth 10 25,000+**

- 1 Year S&P 500 Point-to-Point w/Cap:  Cap 7.500% 
- 1 Year S&P 500 Point-to-Point w/Participation:  Part Rate 30%
- 1 Year First Trust Capital Stength Barclays 5% Point-to-Point w/Participation:  Part Rate 135%
- 1 Year Morgan Stanley Global Opportinities Point-to-Point w/Participation:  Part Rate 130%
- Fixed:  Rate 3.00%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Participation:  Part Rate 150%

#### **Target Growth 10 100,000+**

- 1 Year S&P 500 Point-to-Point w/Cap:  Cap 8.500% 
- 1 Year S&P 500 Point-to-Point w/Participation:  Part Rate 35%
- 1 Year First Trust Capital Stength Barclays 5% Point-to-Point w/Participation:  Part Rate 150%
- 1 Year Morgan Stanley Global Opportinities Point-to-Point w/Participation:  Part Rate 145%
- Fixed:  Rate 3.25%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Participation:  Part Rate 165%

#### **Target Income 10 25,000+**

- 1 Year Morgan Stanley Global Opportunities Index:  Part Rate 90%
- 1 Year S&P 500 with Cap:  Cap 4.000% 
- Fixed:  Rate 1.50%
- 1 Year S&P 500 with Participation:  Part Rate 25%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR:  Part Rate 90%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Spread :  Spread 0.50% 

#### **Target Income 10 100,000+**

- 1 Year Morgan Stanley Global Opportunities Index:  Part Rate 100%
- 1 Year S&P 500 with Cap:  Cap 4.500% 
- Fixed:  Rate 1.65%
- 1 Year S&P 500 with Participation:  Part Rate 27%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR:  Part Rate 100%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Spread :  Spread 0.25% 

#### **Target Income 10 500,000+**

- 1 Year Morgan Stanley Global Opportunities Index:  Part Rate 110%
- 1 Year S&P 500 with Cap:  Cap 5.000% 
- Fixed:  Rate 1.80%
- 1 Year S&P 500 with Participation:  Part Rate 30%
- 1-Year First Trust Capital Strength Barclays 5% Index Point to Point with PR:  Part Rate 110%
- 1 Year RBA Select Equity Yield CIBC 5% Point to Point w/ Spread :  Spread 0.10% 

### MYGA

- **Pinnacle MYGAsm 3 Year **10,000+  4.00%
- **Pinnacle MYGAsm 3 Year (DE & FL) **10,000+  4.00%
- **Pinnacle MYGAsm 5 Year **10,000+  4.15%
- **Pinnacle MYGAsm 5 Year (DE & FL) **10,000+  4.15%
- **Pinnacle MYGAsm 7 Year **10,000+  4.25%
- **Pinnacle MYGAsm 7 Year (DE & FL) **10,000+  4.25%

## Great American Life Insurance Company

### MYGA

- **SecureGain 3 **10,000+  4.05%
- **SecureGain 3 **100,000+  4.20%
- **SecureGain 5 **10,000+
- **SecureGain 5 **100,000+
- **SecureGain 7 **10,000+
- **SecureGain 7 **100,000+

## Lincoln Financial Group

### Fixed Indexed Annuity

#### **Lincoln OptiBlend 10 10,000+**

- 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.75% 
- 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.250% 
- 1-Year Fixed Account:  Rate 3.60%
- 1-Year S&P 500 Participation:  Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation:  Part Rate 140%
- 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 150%
- 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 200%
- 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 195%
- 1-Year S&P 500 Performance Triggered :  Cap 7.000% 

#### **Lincoln OptiBlend 10 100,000+**

- 1-Year S&P 500 5% Daily Risk Control with Spread:  Spread 0.50% 
- 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.750% 
- 1-Year Fixed Account:  Rate 3.85%
- 1-Year S&P 500 Participation:  Part Rate 40%
- 1 Year Fidelity AIM Dividend Participation:  Part Rate 165%
- 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
- 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 220%
- 1-Year S&P 500 Performance Triggered :  Cap 7.500% 

#### **Lincoln OptiBlend 5 10,000+**

- 1-Year S&P 500 5% Daily Risk Control with Spread :  Spread 0.75% 
- 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.500% 
- 1-Year Fixed Account:  Rate 3.75%
- 1-Year S&P 500 Participation :  Part Rate 35%
- 1 Year Fidelity AIM Dividend Index Participation:  Part Rate 150%
- 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 150%
- 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
- 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 195%
- 1-Year S&P 500 Performance Triggered :  Cap 7.500% 

#### **Lincoln OptiBlend 5 100,000+**

- 1-Year S&P 500 5% Daily Risk Control with Spread :  Spread 0.50% 
- 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.000% 
- 1-Year Fixed Account:  Rate 4.00%
- 1-Year S&P 500 Participation :  Part Rate 40%
- 1 Year Fidelity AIM Dividend Index Participation:  Part Rate 175%
- 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 250%
- 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 220%
- 1-Year S&P 500 Performance Triggered :  Cap 7.750% 

#### **Lincoln OptiBlend 7 10,000+**

- 1-Year S&P 500 5% Daily Risk Control with Spread :  Spread 0.75% 
- 1-Year S&P 500 Point-to-Point with Cap:  Cap 8.550% 
- 1-Year Fixed Account:  Rate 3.75%
- 1-Year S&P 500 Participation:  Part Rate 35%
- 1 Year Fidelity AIM Dividend Participation:  Part Rate 150%
- 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 150%
- 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 225%
- 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 195%
- 1-Year S&P 500 Performance Triggered :  Cap 7.550% 

#### **Lincoln OptiBlend 7 100,000+**

- 1-Year S&P 500 5% Daily Risk Control with Spread :  Spread 0.50% 
- 1-Year S&P 500 Point-to-Point with Cap:  Cap 9.050% 
- 1-Year Fixed Account:  Rate 4.00%
- 1-Year S&P 500 Participation:  Part Rate 40%
- 1 Year Fidelity AIM Dividend Participation:  Part Rate 175%
- 1 Year BlackRock Dynamic Allocation Participation:  Part Rate 175%
- 2 Year BlackRock Dynamic Allocation Participation:  Part Rate 250%
- 1 Year BlackRock Dynamic Allocation Participation Plus:  Part Rate 220%
- 1-Year S&P 500 Performance Triggered :  Cap 7.800% 

### MYGA

- **Lincoln MYGuarantee Plus 10 **10,000+  3.55%
- **Lincoln MYGuarantee Plus 10 **100,000+  3.80%
- **Lincoln MYGuarantee Plus 5 **10,000+  3.50%
- **Lincoln MYGuarantee Plus 5 **100,000+  3.75%
- **Lincoln MYGuarantee Plus 7 **10,000+  3.55%
- **Lincoln MYGuarantee Plus 7 **100,000+  3.80%

## Oceanview Life and Annuity

### MYGA

- **Harbourview 10 **20,000+  4.45%
- **Harbourview 10 **80,000+  4.80%
- **Harbourview 10 (CA) **20,000+  4.30%
- **Harbourview 10 (CA) **80,000+  4.65%
- **Harbourview 2 **20,000+  3.45%
- **Harbourview 2 **80,000+  3.80%
- **Harbourview 2 (CA) **20,000+  3.35%
- **Harbourview 2 (CA) **80,000+  3.70%
- **Harbourview 3 **20,000+  3.65%
- **Harbourview 3 **80,000+  4.00%
- **Harbourview 3 (CA) **20,000+  3.55%
- **Harbourview 3 (CA) **80,000+  3.90%
- **Harbourview 4 **20,000+  4.05%
- **Harbourview 4 **80,000+  4.25%
- **Harbourview 4 (CA) **20,000+  3.90%
- **Harbourview 4 (CA) **80,000+  4.10%
- **Harbourview 5 **20,000+  4.20%
- **Harbourview 5 **80,000+  4.55%
- **Harbourview 5 (CA) **20,000+  4.05%
- **Harbourview 5 (CA) **80,000+  4.40%
- **Harbourview 6 **20,000+  4.45%
- **Harbourview 6 **80,000+  4.80%
- **Harbourview 6 (CA) **20,000+  4.30%
- **Harbourview 6 (CA) **80,000+  4.65%
- **Harbourview 7 **20,000+  4.45%
- **Harbourview 7 **80,000+  4.80%
- **Harbourview 7 (CA) **20,000+  4.30%
- **Harbourview 7 (CA) **80,000+  4.65%

### October 04, 2022 – Effective Date of Change

## Allianz Life Insurance Company of North America

### Fixed Indexed Annuity

#### **Allianz 222 Annuity 20,000+**

- 1-Year S&P 500 Monthly Sum Cap:  Cap 1.900% 
- 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 4.250% 
- 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 3.35% 
- 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 3.750% 
- 1-Year Fixed Interest Account:  Rate 2.40%
- 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 3.60% 
- 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 3.750% 
- BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 3.750% 
- BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 3.10% 
- Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 95%
- PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 95%
- BlackRock iBLD Claria ER Annual Point-to-Point w/PR :  Part Rate 100%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 125%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 125%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 125%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 130%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 130%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 135%

#### **Allianz 360 Annuity 20,000+**

- 1-Year S&P 500 Monthly Sum Cap:  Cap 2.100% 
- 1-Year S&P 500 Annual Point-to-Point:  Cap 4.750% 
- 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 2.10% 
- 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 5.000% 
- Fixed Interest Account:  Rate 2.90%
- 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 5.000% 
- 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 2.35% 
- BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 5.000% 
- BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 1.70% 
- BlackRock iBLD Claria ER Annual Point-to-Point w/ PR:  Part Rate 120%
- Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 115%
- PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 110%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 140%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 140%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 150%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 180%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 180%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 190%

#### **Allianz Accumulation Advantage 20,000+**

- S&P 500 Annual Point-to-Point:  Cap 6.750% 
- S&P 500 Monthly Sum:  Cap 2.600% 
- Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap:  Cap 7.500% 
- PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap:  Cap 7.250% 
- BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap:  Cap 7.750% 
- Fixed Interest:  Rate 3.45%
- 1 Year BlackRock iBLD Claria Index Point to Point with Spread:  Spread 2.25% 
- 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread:  Spread 2.50% 
- 1 Year PIMCO Tactical Balanced Index Point to Point with Spread:  Spread 2.75% 
- PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 130%
- Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR :  Part Rate 135%
- BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR :  Part Rate 140%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 230%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 225%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 235%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 200%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 195%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 200%

#### **Allianz Accumulation Advantage 100,000+**

- S&P 500 Annual Point-to-Point:  Cap 8.500% 
- S&P 500 Monthly Sum:  Cap 2.900% 
- Bloomberg US Dynamic Balance Index II Annual Pt to Pt w/ Cap:  Cap 9.000% 
- PIMCO Tactical Balanced Index Annual Point-to-Point w/Cap:  Cap 8.750% 
- BlackRock iBLD Claria Index Annual Point-to-Point w/ Cap:  Cap 9.250% 
- Fixed Interest:  Rate 3.75%
- 1 Year BlackRock iBLD Claria Index Point to Point with Spread:  Spread 1.50% 
- 1 Year Bloomberg US Dynamic Balance Index II Point to Point with Spread:  Spread 1.75% 
- 1 Year PIMCO Tactical Balanced Index Point to Point with Spread:  Spread 2.00% 
- PIMCO Tactical Balanced ER Index Annual Point-to-Point w/ PR :  Part Rate 145%
- Bloomberg US Dynamic Balance ER Index II Annual Point-to-Point w/ PR :  Part Rate 150%
- BlackRock iBLD Claria ER Index Annual Point-to-Point w/ PR :  Part Rate 155%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 240%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 235%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 255%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 215%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 215%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 220%

#### **Allianz Benefit Control 20,000+**

- 1-Year S&P 500 Monthly Sum Cap:  Cap 2.000% 
- 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 4.250% 
- 1-Year Bloomberg US Dynamic Balance Index II w/ Spread:  Spread 2.85% 
- 1-Year Bloomberg US Dynamic Balance Index II w/ Cap:  Cap 4.250% 
- Fixed Interest Account:  Rate 2.50%
- 1-Year PIMCO Tactical Balanced Index w/ Spread:  Spread 3.10% 
- 1-Year PIMCO Tactical Balanced Index w/ Cap:  Cap 4.250% 
- BlackRock iBLD Claria Annual Point-to-Point w/Cap:  Cap 4.250% 
- BlackRock iBLD Claria Annual Point-to-Point w/Spread:  Spread 2.60% 
- Bloomberg US Dynamic Balance II ER Annual Point-to-Point w/ PR:  Part Rate 105%
- PIMCO Tactical Balanced ER Annual Point-to-Point w/ PR:  Part Rate 105%
- BlackRock iBLD Claria ER Annual Point-to-Point w/PR :  Part Rate 115%
- 2-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate:  Part Rate 130%
- 2-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate:  Part Rate 130%
- 2-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate:  Part Rate 135%
- 5-Year Bloomberg US Dynamic Balance II ER Point to Point with Multi Year Participation Rate :  Part Rate 145%
- 5-Year PIMCO Tactical Balanced ER Point to Point with Multi Year Participation Rate :  Part Rate 145%
- 5-Year S&P 500® Futures Daily Risk Control 5% Point to Point with Multi Year Participation Rate :  Part Rate 155%

#### **Allianz Core Income 7 Annuity 10,000+**

- 1-Year S&P 500 Annual Point-to-Point Cap:  Cap 7.250% 
- 1-Year Nasdaq-100 Annual Point-to-Point Cap:  Cap 7.250% 
- 1-Year Russell 2000 Annual Point-to-Point Cap:  Cap 7.250% 
- 1-Year Bloomberg Dynamic Balance II with Spread:  Spread 1.25% 
- 1-Year Bloomberg Dynamic Balance II with Cap:  Cap 8.000% 
- Fixed Interest Account :  Rate 3.70%
- 1-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 155%
- 2-Year Bloomberg US Dynamic Balance II ER Index PR:  Part Rate 205%

#### Author:Webmaster

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