June 05, 2025 – Effective Date of Change
Ibexis
Fixed Indexed Annuity
FIA Plus 10 25,000+
- 1 Year Fixed Account: Rate: 4.1%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 99%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 119% Floor -2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 144% Floor -5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 175% Floor -10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 193% Floor -15%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 8.5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 10% Floor -2.5%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 11.75% Floor -5%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 19.25% Floor -15%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 15.5% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 115%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 143% Floor -2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 164% Floor -5%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 189% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 196% Floor -15%
- Rate: 4.3%
FIA Plus 10 100,000+
- Rate: 4.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 203% Floor -15%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 196% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 171% Floor -5%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 150% Floor -2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 122%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 16.5% Floor -10%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 20.25% Floor -15%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 12.75% Floor -5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 11% Floor -2.5%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 9.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 200% Floor -15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 182% Floor -10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 151% Floor -5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 126% Floor -2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 106%
- 1 Year Fixed Account: Rate: 4.3%
FIA Plus 10 Premium Bonus 25,000+
- Fixed Account: Rate: 2.75%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 63%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 4.75%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 75%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 156% Floor 15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 88% Floor 2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 115% Floor 5%
- Annual Declared Rate: Rate: 2.95%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 149% Floor 10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 167% Floor 15%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 5.75% Floor 2.5%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 7% Floor 5%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 12% Floor 15%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 9.5% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 103% Floor 2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 123% Floor 5%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 148% Floor 10%
FIA Plus 10 Premium Bonus 100,000+
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 155% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 130% Floor 5%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 110% Floor 2.5%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 10.5% Floor 10%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 13% Floor 15%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 8% Floor 5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 6.75% Floor 2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 174% Floor 15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 156% Floor 10%
- Annual Declared Rate: Rate: 3.15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 122% Floor 5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 95% Floor 2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 163% Floor 15%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 82%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 5.75%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 70%
- Fixed Account: Rate: 2.95%
FIA Plus 5 25,000+
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 196% Floor -15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 193% Floor -15%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 9.75% Floor -2.5%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 11.5% Floor -5%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 19% Floor -15%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 15.25% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 143% Floor -2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 164% Floor -5%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 189% Floor -10%
- 1 Year Fixed Rate Account: Rate: 4.2%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 99%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 8.25%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 115%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 119% Floor -2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 144% Floor -5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 175% Floor -10%
- : Rate: 4.4%
FIA Plus 5 100,000+
- Rate: 4.6%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 182% Floor -10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 151% Floor -5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 126% Floor -2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 122%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 9.25%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 106%
- 1 Year Fixed Rate Account: Rate: 4.4%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 196% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 171% Floor -5%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 150% Floor -2.5%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 16.25% Floor -10%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 20% Floor -15%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 12.5% Floor -5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 10.75% Floor -2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 200% Floor -15%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 203% Floor -15%
FIA Plus 5 Premium Bonus 25,000+
- Annual Declared Rate: Rate: 3.3%
- Fixed Account: Rate: 3.1%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 73%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 5.25%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 95%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 99% Floor 2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 124% Floor 5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 159% Floor 10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 177% Floor 15%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 6.5% Floor 2.5%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 7.75% Floor 5%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 12.75% Floor 15%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 10.25% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 123% Floor 2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 143% Floor 5%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 168% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 176% Floor 15%
FIA Plus 5 Premium Bonus 100,000+
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 183% Floor 15%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 175% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 150% Floor 5%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 130% Floor 2.5%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 11.25% Floor 10%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 13.75% Floor 15%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 8.75% Floor 5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 7.5% Floor 2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 184% Floor 15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 166% Floor 10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 131% Floor 5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 106% Floor 2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 102%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 6.25%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 80%
- Fixed Account: Rate: 3.3%
- Annual Declared Rate: Rate: 3.5%
FIA Plus 7 25,000+
- Annual Declared Rate: Rate: 4.4%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 164% Floor -5%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 189% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 196% Floor -15%
- 1 Year Fixed Account: Rate: 4.2%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 99%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 119% Floor -2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 144% Floor -5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 175% Floor -10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 193% Floor -15%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 8.25%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 9.75% Floor -2.5%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 11.5% Floor -5%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 19% Floor -15%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 15.25% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 115%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 143% Floor -2.5%
FIA Plus 7 100,000+
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 150% Floor -2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 122%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 16.25% Floor -10%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 20% Floor -15%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 12.5% Floor -5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 10.75% Floor -2.5%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 9.25%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 200% Floor -15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 182% Floor -10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 151% Floor 5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 126% Floor -2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 106%
- 1 Year Fixed Account: Rate: 4.4%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 203% Floor -15%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 196% Floor -10%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 171% Floor -5%
- Annual Declared Rate: Rate: 4.6%
FIA Plus 7 Premium Bonus 25,000+
- Annual Declared Rate: Rate: 3.2%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 171% Floor 15%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 174% Floor 15%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 6.5% Floor 2.5%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 7.75% Floor 5%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 12.75% Floor 15%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 10.25% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 118% Floor 2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 138% Floor 5%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 163% Floor 10%
- Fixed Account: Rate: 3%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 70%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 5.25%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 90%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 96% Floor 2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 122% Floor 5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 156% Floor 10%
FIA Plus 7 Premium Bonus 100,000+
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -10% Floor: Part Rate 163% Floor 10%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -5% Floor: Part Rate 129% Floor 5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -2.5% Floor: Part Rate 103% Floor 2.5%
- HSBC Global AI Tactical Annual PTP Par Rate with 0% Floor: Part Rate 97%
- S&P 500 Annual PTP Cap with 0% Floor: Cap 6.25%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with 0% Floor: Part Rate 77%
- Fixed Account: Rate: 3.2%
- HSBC Global AI Tactical Annual PTP Par Rate with -10% Floor: Part Rate 170% Floor 10%
- HSBC Global AI Tactical Annual PTP Par Rate with -5% Floor: Part Rate 145% Floor 5%
- HSBC Global AI Tactical Annual PTP Par Rate with -2.5% Floor: Part Rate 125% Floor 2.5%
- S&P 500 Annual PTP Cap with -10% Floor: Cap 11.25% Floor 10%
- S&P 500 Annual PTP Cap with -15% Floor: Cap 13.75% Floor 15%
- S&P 500 Annual PTP Cap with -5% Floor: Cap 8.75% Floor 5%
- S&P 500 Annual PTP Cap with -2.5% Floor: Cap 7.5% Floor 2.5%
- Bank of America US Strength Fast Convergence Annual PTP Par Rate with -15% Floor: Part Rate 181% Floor 15%
- HSBC Global AI Tactical Annual PTP Par Rate with -15% Floor: Part Rate 178% Floor 15%
- Annual Declared Rate: Rate: 3.4%
MYGA Plus 3 FIA 10,000+
- 3 Year Fixed MYGA Option (Simple Interest): Rate: 5.2%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 5.9%
MYGA Plus 3 FIA 100,000+
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.3%
- 3 Year Fixed MYGA Option (Simple Interest): Rate: 5.5%
MYGA Plus 3 FIA CA 10,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.1%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 5.8%
MYGA Plus 3 FIA CA 100,000+
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.2%
- MYGA Fixed Option (Simple Interest): Rate: 5.4%
MYGA Plus 5 FIA 10,000+
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.3%
- 5 Year Fixed MYGA Option (Simple Interest): Rate: 5.7%
MYGA Plus 5 FIA 100,000+
- 5 Year Fixed MYGA Option (Simple Interest): Rate: 6%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.7%
MYGA Plus 5 FIA CA 10,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.6%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.2%
MYGA Plus 5 FIA CA 100,000+
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.6%
- MYGA Fixed Option (Simple Interest): Rate: 5.9%
MYGA Plus 7 FIA 10,000+
- 7 Year Fixed MYGA Option (Simple Interest): Rate: 5.85%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.3%
MYGA Plus 7 FIA 100,000+
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.7%
- 7 Year Fixed MYGA Option (Simple Interest): Rate: 6.2%
MYGA Plus 7 FIA CA 10,000+
- MYGA Fixed Option (Simple Interest): Rate: 5.75%
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.2%
MYGA Plus 7 FIA CA 100,000+
- 1 Year S&P 500 Point to Point Performance Trigger (Simple Interest): Cap 6.6%
- MYGA Fixed Option (Simple Interest): Rate: 6.1%
WealthDefender 10 25,000+
- 1 Year Fixed Interest Strategy : Rate: 4.4%
- S&P 500 1-Year Cap Rate: Cap 8.25%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 87%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 121%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 131%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 90%
WealthDefender 10 100,000+
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 96%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 140%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 130%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 93%
- S&P 500 1-Year Cap Rate: Cap 9.25%
- 1 Year Fixed Interest Strategy : Rate: 4.6%
WealthDefender 5 25,000+
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 84%
- 1 Year Fixed Interest Strategy : Rate: 4.25%
- S&P 500 1-Year Cap Rate: Cap 8.25%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 116%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 84%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 121%
WealthDefender 5 100,000+
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 130%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 125%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 90%
- S&P 500 1-Year Cap Rate: Cap 9.25%
- 1 Year Fixed Interest Strategy : Rate: 4.45%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 90%
WealthDefender 7 25,000+
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 84%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 121%
- 1 Year Fixed Interest Strategy : Rate: 4.3%
- S&P 500 1-Year Cap Rate: Cap 8.25%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 84%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 116%
WealthDefender 7 100,000+
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 125%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 90%
- S&P 500 1-Year Cap Rate: Cap 9.25%
- 1 Year Fixed Interest Strategy : Rate: 4.5%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 130%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 90%
WealthDefender Bonus 10 25,000+
- 1 Year Fixed Interest Strategy : Rate: 3.2%
- S&P 500 1-Year Cap Rate: Cap 5.25%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 64%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 85%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 95%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 68%
WealthDefender Bonus 10 100,000+
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 74%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 104%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 94%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 70%
- S&P 500 1-Year Cap Rate: Cap 6.25%
- 1 Year Fixed Interest Strategy : Rate: 3.4%
WealthDefender Bonus 5 25,000+
- 1 Year Fixed Interest Strategy : Rate: 3.2%
- S&P 500 1-Year Cap Rate: Cap 6%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 69%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 92%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 72%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 99%
WealthDefender Bonus 5 100,000+
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 108%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 78%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 101%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 75%
- S&P 500 1-Year Cap Rate: Cap 7%
- 1 Year Fixed Interest Strategy : Rate: 3.4%
WealthDefender Bonus 7 25,000+
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 68%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 91%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 71%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 100%
- 1 Year 1Fixed Interest Strategy : Rate: 3.2%
- S&P 500 1-Year Cap Rate: Cap 5.75%
WealthDefender Bonus 7 100,000+
- S&P 500 1-Year Cap Rate: Cap 6.75%
- 1 Year 1Fixed Interest Strategy : Rate: 3.4%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 109%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 77%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 100%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 74%
WealthDefender Bonus Plus 10 25,000+
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 68%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 95%
- S&P 500 1-Year Cap Rate: Cap 5.25%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 64%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 85%
- 1 Year Fixed Interest Strategy : Rate: 3.2%
WealthDefender Bonus Plus 10 100,000+
- 1 Year Fixed Interest Strategy : Rate: 3.4%
- Nasdaq-100 Engle 10% Index – 2-Year Par Rate: Part Rate 94%
- Nasdaq-100 Engle 10% Index – 1-Year Par Rate: Part Rate 70%
- S&P 500 1-Year Cap Rate: Cap 6.25%
- Barclays Tactical Growth Index – 2-Year Par Rate: Part Rate 104%
- Barclays Tactical Growth Index – 1-Year Par Rate: Part Rate 74%
MYGA
- MYGA Plus 3 (Simple Interest) 10,000+ 5.20%
- MYGA Plus 3 (Simple Interest) 100,000+ 5.50%
- MYGA Plus 3 (Simple Interest) CA 10,000+ 5.10%
- MYGA Plus 3 (Simple Interest) CA 100,000+ 5.40%
- MYGA Plus 5 (Simple Interest) 10,000+ 5.70%
- MYGA Plus 5 (Simple Interest) 100,000+ 6.00%
- MYGA Plus 5 (Simple Interest) CA 10,000+ 5.60%
- MYGA Plus 5 (Simple Interest) CA 100,000+ 5.90%
- MYGA Plus 7 (Simple Interest) 10,000+ 5.85%
- MYGA Plus 7 (Simple Interest) 100,000+ 6.20%
- MYGA Plus 7 (Simple Interest) CA 10,000+ 5.75%
- MYGA Plus 7 (Simple Interest) CA 100,000+ 6.10%
Do you need more annuity resources?
With volatility back in the headlines, your clients may be feeling uneasy about their financial futures. Now’s the time to show them there’s a stable path forward. Our latest resource, Helping Clients Stay Steady Through Market Volatility, breaks down why Fixed Indexed Annuities are gaining serious traction – with over $126.9 billion in sales last year alone.
Inside, you’ll find details on:
- Innovative ways FIAs continue to offer growth potential with downside protection
- Diversifying beyond traditional safe havens, like bonds and CDs
- The power of tax deferral to boost long-term gains