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On The Move – September 26, 2023

September 27, 2023 – Effective Date of Change

Americo

Fixed Indexed Annuity

Elite 5 10,000+

  • Declared Interest Option:  Rate: 4.90%
  • 1-Year Dow Jones US Real Estate Pt-to-Pt with PR:  Part Rate 60%
  • 5-Year Dow Jones US Real Estate Pt-to-Pt with Final Average with PR:  Part Rate 153%
  • 1-Year S&P 500 Pt-to-Pt with PR :  Part Rate 51%
  • 5-Year S&P 500 Pt-to-Pt with Final Average with PR:  Part Rate 104%
  • 5-Year NASDAQ Biotechnology Pt-to-Pt with Final Average with PR :  Part Rate 87%
  • 1-Year NASDAQ Biotechnology Pt-to-Pt with PR :  Part Rate 44%
  • 1-Year S&P Technology Select Sector Pt-to-Pt with PR :  Part Rate 40%
  • 5-Year S&P Technology Select Sector Pt-to-Pt with Final Average with PR :  Part Rate 83%
  • 1-Year S&P Health Care Select Sector Pt-to-Pt with PR :  Part Rate 58%
  • 5-Year S&P Health Care Select Sector Pt-to-Pt with Final Average with PR :  Part Rate 118%

Ultimate One Index 7 10,000+

  • 1-Year S&P 500 Point-to-Point with Participation Rate :  Part Rate 50%
  • 1-Year S&P 500 Point-to-Point with Cap :  Cap 8.350% 
  • 1-Year S&P 500 Monthly Averaging with Participation Rate :  Part Rate 84%
  • Declared Interest Option :  Rate: 4.30%
  • 1-Year S&P 500 Monthly Averaging with Cap :  Cap 13.450% 

Ultimate One Index 9 10,000+

  • Declared Interest Option :  Rate: 4.45%
  • 1-Year S&P 500 Point-to-Point with Participation Rate :  Part Rate 53%
  • 1-Year S&P 500 Point-to-Point with Cap :  Cap 8.500% 
  • 1-Year S&P 500 Monthly Averaging with Participation Rate :  Part Rate 89%
  • 1-Year S&P 500 Monthly Averaging with Cap :  Cap 14.300% 

Ultimate One Index 9 Bonus (411) 10,000+

  • Declared Interest Option:  Rate: 3.70%
  • 1-Year S&P 500 Point-to-Point with Participation Rate:  Part Rate 44%
  • 1-Year S&P 500 Point-to-Point with Cap:  Cap 7.200% 
  • 1-Year S&P 500 Monthly Averaging with Participation Rate:  Part Rate 74%
  • 1-Year S&P 500 Monthly Averaging with Cap:  Cap 9.800% 

MYGA

  • Platinum Assure 2 25,000+  4.90%
  • Platinum Assure 3 25,000+  5.10%
  • Platinum Assure 4 25,000+  5.45%
  • Platinum Assure 5 25,000+  5.55%
  • Platinum Assure 5 CA 25,000+  5.55%
  • Platinum Assure 6 25,000+  5.55%
  • Platinum Assure 7 25,000+  5.60%

September 28, 2023 – Effective Date of Change

Ibexis

Fixed Indexed Annuity

MYGA Plus 3 FIA 10,000+

  • MYGA Fixed Option (Simple Interest):  Rate: 5.45%
  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 7.300% 

MYGA Plus 3 FIA 100,000+

  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 8.000% 
  • MYGA Fixed Option (Simple Interest):  Rate: 6.05%

MYGA Plus 3 FIA CA 10,000+

  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 7.200% 
  • MYGA Fixed Option (Simple Interest):  Rate: 5.35%

MYGA Plus 3 FIA CA 100,000+

  • MYGA Fixed Option (Simple Interest):  Rate: 5.95%
  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 7.900% 

MYGA Plus 5 FIA 10,000+

  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 7.600% 
  • MYGA Fixed Option (Simple Interest):  Rate: 5.90%

MYGA Plus 5 FIA 100,000+

  • MYGA Fixed Option (Simple Interest):  Rate: 6.45%
  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 8.500% 

MYGA Plus 5 FIA CA 10,000+

  • MYGA Fixed Option (Simple Interest):  Rate: 5.80%
  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 7.500% 

MYGA Plus 5 FIA CA 100,000+

  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 8.400% 
  • MYGA Fixed Option (Simple Interest):  Rate: 6.35%

MYGA Plus 7 FIA 10,000+

  • MYGA Fixed Option (Simple Interest):  Rate: 5.55%
  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 7.000% 

MYGA Plus 7 FIA 100,000+

  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 8.500% 
  • MYGA Fixed Option (Simple Interest):  Rate: 6.25%

MYGA Plus 7 FIA CA 10,000+

  • MYGA Fixed Option (Simple Interest):  Rate: 5.45%
  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 6.900% 

MYGA Plus 7 FIA CA 100,000+

  • 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest):  Cap 8.400% 
  • MYGA Fixed Option (Simple Interest):  Rate: 6.15%

MYGA

  • MYGA Plus 3 (Simple Interest) 10,000+  5.45%
  • MYGA Plus 3 (Simple Interest) 100,000+  6.05%
  • MYGA Plus 3 (Simple Interest) CA 10,000+  5.35%
  • MYGA Plus 3 (Simple Interest) CA 100,000+  5.95%
  • MYGA Plus 5 (Simple Interest) 10,000+  5.90%
  • MYGA Plus 5 (Simple Interest) 100,000+  6.45%
  • MYGA Plus 5 (Simple Interest) CA 10,000+  5.80%
  • MYGA Plus 5 (Simple Interest) CA 100,000+  6.35%
  • MYGA Plus 7 (Simple Interest) 10,000+  5.55%
  • MYGA Plus 7 (Simple Interest) 100,000+  6.25%
  • MYGA Plus 7 (Simple Interest) CA 10,000+  5.45%
  • MYGA Plus 7 (Simple Interest) CA 100,000+  6.15%

September 29, 2023 – Effective Date of Change

National Life Group

Fixed Indexed Annuity

FIT Focus Growth 50,000+

  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 8.500% 
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2.000% 
  • Declared Rate:  Rate: 2.75%
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 155%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 155%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 11.000% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 2.500% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 205%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 205%

FIT Focus Income 50,000+

  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 10.500% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 2.750% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 205%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 205%
  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 8.000% 
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2.100% 
  • Declared Rate:  Rate: 2.75%
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 155%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 155%

FIT Horizon Growth 50,000+

  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 10.000% 
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2.350% 
  • Declared Rate:  Rate: 3.25%
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 180%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 180%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 12.500% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 3.000% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 230%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 230%

FIT Horizon Income – Max Bonus 50,000+

  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 11.250% 
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2.750% 
  • Declared Rate:  Rate: 3.50%
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 205%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 205%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 13.500% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 3.250% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 255%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 255%

FIT Horizon Income – Split Bonus 50,000+

  • Declared Rate:  Rate: 3.50%
  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 11.250% 
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 205%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 205%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 13.500% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 255%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 255%
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2.750% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 3.250% 

Growth Driver 10 25,000+

  • S&P 500® Index 1-Year Point to Point Cap:  Cap 7.250% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 15.000% 
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 1.700% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 125%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 175%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 125%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 175%
  • 1-Year Declared Interest:  Rate: 2.25%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 9.250% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 19.000% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 2.100% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 170%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 240%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 170%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 240%

Growth Driver 7 25,000+

  • 1-Year Declared Interest:  Rate: 2.50%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 7.550% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 16.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 135%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 185%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 135%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 185%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 9.500% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 20.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 180%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 255%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 180%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 255%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 1.800% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 2.250% 

Income Driver 10 25,000+

  • 1-Year Declared Interest:  Rate: 2.50%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 8.000% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 17.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 150%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 210%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 150%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 210%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 10.000% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 21.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 200%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 280%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 200%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 280%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 2.000% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 2.500% 

Income Driver 7 25,000+

  • 1-Year Declared Interest:  Rate: 2.75%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 8.500% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 18.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 160%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 225%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 160%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 225%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 10.500% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 22.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 210%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 295%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 210%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 295%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 2.100% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 2.650% 

Zenith Growth 10 25,000+

  • 1-Year Declared Interest:  Rate: 3.25%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 10.000% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 21.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 180%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 245%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 180%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 245%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 12.500% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 26.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 230%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 315%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 230%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 315%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 2.350% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 3.000% 

Zenith Growth 7 25,000+

  • 1-Year Declared Interest:  Rate: 3.50%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 10.250% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 22.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 190%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 260%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 190%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 260%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 12.750% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 28.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 240%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 330%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 240%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 330%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 2.450% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 3.150% 

Zenith Income 10 – Max Bonus 25,000+

  • 1-Year Declared Interest:  Rate: 3.50%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 11.250% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 24.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 205%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 280%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 205%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 280%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 13.500% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 35.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 255%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 355%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 255%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 355%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 2.750% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 3.250% 

Zenith Income 10 – Split Bonus 25,000+

  • 1-Year Declared Interest:  Rate: 3.50%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 11.250% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 24.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 205%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 280%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 205%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 280%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 13.500% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 35.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 255%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 355%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 255%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 355%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 2.750% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 3.250% 

Zenith Income 7 – Max Bonus 25,000+

  • 1-Year Declared Interest:  Rate: 3.75%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 11.500% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 25.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 215%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 295%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 215%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 295%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 13.750% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 37.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 265%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 370%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 265%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 370%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 3.000% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 3.500% 

Zenith Income 7 – Split Bonus 25,000+

  • 1-Year Declared Interest:  Rate: 3.75%
  • S&P 500® Index 1-Year Point to Point Cap:  Cap 11.500% 
  • S&P 500® Index 2-Year Point to Point Cap:  Cap 25.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 215%
  • Global Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 295%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate:  Part Rate 215%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate:  Part Rate 295%
  • S&P 500® Index 1-Year Point to Point Cap RateBooster:  Cap 13.750% 
  • S&P 500® Index 2-Year Point to Point Cap RateBooster:  Cap 37.000% 
  • Global Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 265%
  • Global Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 370%
  • US Fundamental Balanced Index 1-Year Point to Point Participation Rate RateBooster:  Part Rate 265%
  • US Fundamental Balanced Index 2-Year Point to Point Participation Rate RateBooster:  Part Rate 370%
  • S&P 500® Index 1-Year Monthly Sum Cap:  Cap 3.000% 
  • S&P 500® Index 1-Year Monthly Sum Cap RateBooster:  Cap 3.500% 

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