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CANNEX change ledger

What changed in annuity rates

A reader-first record of observed MYGA, FIA and RILA repricing. Rate bands and terms move together in one product row, while every underlying transition stays visible.

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Observed in the last 7 days

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Lowered

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Product repricings

Change ledger

21 grouped repricings · 200 source rows

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Friday, October 16, 2026

RILALincoln Financial

Lincoln Level Advantage 2 Advisory

1 rate band/term
1 source field grouped

  • Strategy guarantee

    Capital Group Growth ETF · Annual · 1-year term

    15%→10%−5.00 pts
RILAAllianz Life Insurance Company of North America

Index Advantage+ New York Annuity

1 rate band/term
1 source field grouped

  • Strategy guarantee

    Performance Strategy · Russell 2000 Index · Annual · 1-year term

    44%→4%−40.00 pts
RILACorebridge Financial

MarketLock Annuity NY

1 rate band/term
1 source field grouped

  • Buffer

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    0%→10%+1000 bps
RILAEquitable Financial Life Insurance Company of America

Structured Capital Strategies PLUS 21 NY

26 rate bands/terms
26 source fields grouped

  • Strategy guarantee

    Nasdaq-100 Index · Annual · 1-year term

    15%→14.5%−0.50 pts

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    300%→310%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    350%→360%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    13%→13.5%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    225%→235%+1000 bps

  • Cap rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    560%→570%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    110%→120%+1000 bps

  • Cap rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    11%→11.5%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    180%→190%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    180%→190%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    145%→155%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    150%→160%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    17%→17.5%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    140%→150%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    215%→225%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    165%→175%+1000 bps

  • Cap rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    150%→160%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    100%→110%+1000 bps

  • Declared rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    15%→14.5%−50 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    205%→215%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    11.5%→12%+50 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    9%→9.5%+50 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    9%→9.5%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    140%→150%+1000 bps

  • Cap rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    160%→170%+1000 bps

  • Cap rate

    Russell 2000 Index · Annual · 1-year term · Premium $0 and up

    12%→12.5%+50 bps
RILAEquitable Financial Life Insurance Company of America

Structured Capital Strategies Income

4 rate bands/terms
4 source fields grouped

  • Cap rate

    S&P 500 Index · 3-Year · 3-year term · Premium $0 and up

    35%→40%+500 bps

  • Cap rate

    S&P 500 Index · 3-Year · 3-year term · Premium $0 and up

    55%→65%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    8.5%→9.5%+100 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    12%→12.5%+50 bps
RILAEquitable Financial Life Insurance Company of America

Investment Edge 21

13 rate bands/terms
13 source fields grouped

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    8.5%→9%+50 bps

  • Cap rate

    Russell 2000 Index · 5-Year · 5-year term · Premium $0 and up

    205%→215%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    11.5%→12%+50 bps

  • Cap rate

    Nasdaq-100 Index · 5-Year · 5-year term · Premium $0 and up

    95%→105%+1000 bps

  • Cap rate

    Russell 2000 Index · 5-Year · 5-year term · Premium $0 and up

    300%→310%+1000 bps

  • Cap rate

    Russell 2000 Index · Annual · 1-year term · Premium $0 and up

    9.5%→10%+50 bps

  • Cap rate

    Nasdaq-100 Index · 5-Year · 5-year term · Premium $0 and up

    95%→105%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    9%→9.5%+50 bps

  • Cap rate

    S&P 500 Index · 5-Year · 5-year term · Premium $0 and up

    75%→85%+1000 bps

  • Cap rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    9%→9.5%+50 bps

  • Cap rate

    Russell 2000 Index · 5-Year · 5-year term · Premium $0 and up

    165%→175%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 5-Year · 5-year term · Premium $0 and up

    125%→135%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 5-Year · 5-year term · Premium $0 and up

    80%→90%+1000 bps
RILAEquitable Financial Life Insurance Company of America

Structured Capital Strategies PLUS 21

26 rate bands/terms
26 source fields grouped

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    8.5%→9%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    140%→150%+1000 bps

  • Declared rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    15%→14.5%−50 bps

  • Cap rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    9%→9.5%+50 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    300%→310%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    205%→215%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    165%→175%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    125%→135%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    180%→190%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    95%→105%+1000 bps

  • Cap rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    90%→95%+500 bps

  • Strategy guarantee

    Nasdaq-100 Index · Annual · 1-year term

    15%→14.5%−0.50 pts

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    17%→17.5%+50 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    11.5%→12%+50 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    350%→360%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    215%→225%+1000 bps

  • Cap rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    560%→570%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    100%→110%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    13%→13.5%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    140%→150%+1000 bps

  • Cap rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    160%→170%+1000 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    9%→9.5%+50 bps

  • Cap rate

    Russell 2000 Index · Annual · 1-year term · Premium $0 and up

    9.5%→10%+50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    180%→190%+1000 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    225%→235%+1000 bps

  • Cap rate

    Russell 2000 Index · 6y · 6-year term · Premium $0 and up

    150%→160%+1000 bps
RILAEquitable Financial Life Insurance Company of America

Structured Capital Strategies Premier

36 rate bands/terms
36 source fields grouped

  • Declared rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    50%→55%+500 bps

  • Cap rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    15%→14.5%−50 bps

  • Declared rate

    S&P 500 Index · 6y · 6-year term · Premium $0 and up

    40%→45%+500 bps

  • Strategy guarantee

    Nasdaq-100 Index · Annual · 1-year term

    14%→13.5%−0.50 pts

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    10.5%→11%+50 bps

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    8%→8.5%+0.50 pts

  • Cap rate

    MSCI EAFE Index · Annual · 1-year term · Premium $0 and up

    8%→8.5%+50 bps

  • Strategy guarantee

    S&P 500 Index · 6y · 6-year term

    40%→45%+5.00 pts

  • Declared rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    45%→50%+500 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    13.5%→14%+50 bps

  • Declared rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    15.5%→15%−50 bps

  • Strategy guarantee

    Russell 2000 Index · Annual · 1-year term

    15.5%→15%−0.50 pts

  • Strategy guarantee

    Nasdaq-100 Index · 6y · 6-year term

    65%→70%+5.00 pts

  • Declared rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    65%→70%+500 bps

  • Cap rate

    MSCI EAFE Index · Annual · 1-year term · Premium $0 and up

    11%→11.5%+50 bps

  • Declared rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    55%→60%+500 bps

  • Cap rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    22%→21.5%−50 bps

  • Declared rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    9.5%→10%+50 bps

  • Strategy guarantee

    Nasdaq-100 Index · Annual · 1-year term

    15.5%→15%−0.50 pts

  • Strategy guarantee

    Nasdaq-100 Index · Annual · 1-year term

    12.5%→12%−0.50 pts

  • Strategy guarantee

    Nasdaq-100 Index · 6y · 6-year term

    55%→60%+5.00 pts

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    110%→115%+500 bps

  • Declared rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    8%→8.5%+50 bps

  • Strategy guarantee

    Nasdaq-100 Index · Annual · 1-year term

    9%→8.5%−0.50 pts

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    5.5%→6%+0.50 pts

  • Declared rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    14%→13.5%−50 bps

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    110%→115%+500 bps

  • Declared rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    12.5%→12%−50 bps

  • Strategy guarantee

    Nasdaq-100 Index · 6y · 6-year term

    45%→50%+5.00 pts

  • Cap rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    10.5%→10%−50 bps

  • Declared rate

    Nasdaq-100 Index · Annual · 1-year term · Premium $0 and up

    9%→8.5%−50 bps

  • Strategy guarantee

    S&P 500 Index · 6y · 6-year term

    50%→55%+5.00 pts

  • Cap rate

    Nasdaq-100 Index · 6y · 6-year term · Premium $0 and up

    100%→105%+500 bps

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    9.5%→10%+0.50 pts

  • Declared rate

    S&P 500 Index · Annual · 1-year term · Premium $0 and up

    5.5%→6%+50 bps

  • Declared rate

    Russell 2000 Index · Annual · 1-year term · Premium $0 and up

    15.5%→15%−50 bps
FIANassau Life and Annuity Company

Nassau Growth Annuity

1 rate band/term
1 source field grouped

  • Current crediting rate

    Guarantee term: 1 year

    ChangedChanged
FIAPrudential Financial

PruSecure

1 rate band/term
1 source field grouped

  • Crediting lineup

    ChangedChanged
FIAFidelity and Guaranty

F&G Flex Accumulator

6 rate bands/terms
6 source fields grouped

  • Participation rate

    Barclays Trailblazer Sectors 5 Index · 2-Year · 2-year term · Premium $0 and up

    295%→300%+5.00 pts

  • Participation rate

    Rider Charge Included · CIBC Balanced 10% Volatility Control ER Index · 2-Year · 2-year term · Premium $0 and up

    240%→245%+5.00 pts

  • Participation rate

    Rider Charge Included · Barclays Trailblazer Sectors 5 Index · 2-Year · 2-year term · Premium $0 and up

    335%→340%+5.00 pts

  • Participation rate

    BlackRock Market Advantage Index · 2-Year · 2-year term · Premium $0 and up

    230%→235%+5.00 pts

  • Participation rate

    CIBC Balanced 10% Volatility Control ER Index · 2-Year · 2-year term · Premium $0 and up

    210%→215%+5.00 pts

  • Participation rate

    Strategy Fee Included · BlackRock Market Advantage Index · 2-Year · 2-year term · Premium $0 and up

    260%→265%+5.00 pts
FIAPacific Life Insurance Company

Pacific Index Foundation 2

36 rate bands/terms
36 source fields grouped

  • Current crediting rate

    Guarantee term: 9 years · Premium: under $100k

    3.7%→4.7%+100 bps

  • Cap rate

    MSCI EAFE Index · Annual · 9-year term · Premium $0–$99,999.99

    8.1%→8.35%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 9-year term · Premium $100,000 and up

    8.85%→9.1%+25 bps

  • Declared rate

    S&P 500 Index · Annual · 9-year term · Premium $0–$99,999.99

    7.2%→7.45%+25 bps

  • Cap rate

    Invesco QQQ Trust Series 1 · Annual · 1-year term · Premium $0–$99,999.99

    10.1%→10.6%+50 bps

  • Declared rate

    iShares Russell 2000 ETF · Annual · 9-year term · Premium $0–$99,999.99

    7.2%→7.45%+25 bps

  • Declared rate

    iShares Russell 2000 ETF · Annual · 1-year term · Premium $0–$99,999.99

    8%→8.2%+20 bps

  • Declared rate

    Invesco QQQ Trust Series 1 · Annual · 1-year term · Premium $0–$99,999.99

    8%→8.2%+20 bps

  • Cap rate

    Invesco QQQ Trust Series 1 · Annual · 9-year term · Premium $100,000 and up

    8.85%→9.1%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $100,000 and up

    10.85%→11.35%+50 bps

  • Cap rate

    MSCI EAFE Index · Annual · 9-year term · Premium $100,000 and up

    8.85%→9.1%+25 bps

  • Declared rate

    MSCI EAFE Index · Annual · 1-year term · Premium $0–$99,999.99

    8%→8.2%+20 bps

  • Declared rate

    Invesco QQQ Trust Series 1 · Annual · 9-year term · Premium $0–$99,999.99

    7.2%→7.45%+25 bps

  • Declared rate

    MSCI EAFE Index · Annual · 9-year term · Premium $100,000 and up

    7.7%→7.95%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 1-year term · Premium $0–$99,999.99

    10.1%→10.6%+50 bps

  • Declared rate

    Invesco QQQ Trust Series 1 · Annual · 9-year term · Premium $100,000 and up

    7.7%→7.95%+25 bps

  • Current crediting rate

    Guarantee term: 9 years · Premium: $100k+

    3.85%→4.85%+100 bps

  • Cap rate

    iShares Russell 2000 ETF · Annual · 9-year term · Premium $0–$99,999.99

    8.1%→8.35%+25 bps

  • Declared rate

    iShares Russell 2000 ETF · Annual · 1-year term · Premium $100,000 and up

    8.5%→8.7%+20 bps

  • Declared rate

    Invesco QQQ Trust Series 1 · Annual · 1-year term · Premium $100,000 and up

    8.5%→8.7%+20 bps

  • Declared rate

    S&P 500 Index · Annual · 1-year term · Premium $0–$99,999.99

    8%→8.2%+20 bps

  • Cap rate

    MSCI EAFE Index · Annual · 1-year term · Premium $100,000 and up

    10.85%→11.35%+50 bps

  • Declared rate

    S&P 500 Index · Annual · 1-year term · Premium $100,000 and up

    8.5%→8.7%+20 bps

  • Declared rate

    MSCI EAFE Index · Annual · 9-year term · Premium $0–$99,999.99

    7.2%→7.45%+25 bps

  • Current crediting rate

    Guarantee term: 1 year · Premium: under $100k

    4.05%→5.05%+100 bps

  • Declared rate

    MSCI EAFE Index · Annual · 1-year term · Premium $100,000 and up

    8.5%→8.7%+20 bps

  • Cap rate

    Invesco QQQ Trust Series 1 · Annual · 9-year term · Premium $0–$99,999.99

    8.1%→8.35%+25 bps

  • Cap rate

    Invesco QQQ Trust Series 1 · Annual · 1-year term · Premium $100,000 and up

    10.85%→11.35%+50 bps

  • Current crediting rate

    Guarantee term: 1 year · Premium: $100k+

    4.2%→5.2%+100 bps

  • Cap rate

    S&P 500 Index · Annual · 9-year term · Premium $0–$99,999.99

    8.1%→8.35%+25 bps

  • Cap rate

    iShares Russell 2000 ETF · Annual · 1-year term · Premium $0–$99,999.99

    10.1%→10.6%+50 bps

  • Declared rate

    iShares Russell 2000 ETF · Annual · 9-year term · Premium $100,000 and up

    7.7%→7.95%+25 bps

  • Cap rate

    iShares Russell 2000 ETF · Annual · 1-year term · Premium $100,000 and up

    10.85%→11.35%+50 bps

  • Declared rate

    S&P 500 Index · Annual · 9-year term · Premium $100,000 and up

    7.7%→7.95%+25 bps

  • Cap rate

    MSCI EAFE Index · Annual · 1-year term · Premium $0–$99,999.99

    10.1%→10.6%+50 bps

  • Cap rate

    iShares Russell 2000 ETF · Annual · 9-year term · Premium $100,000 and up

    8.85%→9.1%+25 bps
FIAPacific Life Insurance Company

Pacific Index Foundation

10 rate bands/terms
10 source fields grouped

  • Declared rate

    MSCI EAFE Index · Annual · 10-year term · Premium $100,000 and up

    7.7%→7.95%+25 bps

  • Current crediting rate

    Guarantee term: 10 years · Premium: under $100k

    3.8%→4.8%+100 bps

  • Declared rate

    S&P 500 Index · Annual · 10-year term · Premium $100,000 and up

    7.7%→7.95%+25 bps

  • Current crediting rate

    Guarantee term: 10 years · Premium: $100k+

    4%→5%+100 bps

  • Declared rate

    MSCI EAFE Index · Annual · 10-year term · Premium $0–$99,999.99

    7.25%→7.5%+25 bps

  • Cap rate

    MSCI EAFE Index · Annual · 10-year term · Premium $0–$99,999.99

    8.3%→8.55%+25 bps

  • Declared rate

    S&P 500 Index · Annual · 10-year term · Premium $0–$99,999.99

    7.25%→7.5%+25 bps

  • Cap rate

    MSCI EAFE Index · Annual · 10-year term · Premium $100,000 and up

    8.85%→9.1%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 10-year term · Premium $0–$99,999.99

    8.3%→8.55%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 10-year term · Premium $100,000 and up

    8.85%→9.1%+25 bps
FIAAmerican Life & Security Corp

Max Growth

1 rate band/term
1 source field grouped

  • Surrender charge

    12.1%→12%−10 bps
FIARevol One Insurance Company

BonusRev Fixed Indexed Annuity with Max Premium Bonus

4 rate bands/terms
4 source fields grouped

  • Strategy guarantee

    S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    1%→10%+9.00 pts

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    1%→10%+9.00 pts

  • Strategy guarantee

    S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    1%→10%+9.00 pts

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    1%→10%+9.00 pts
FIARevol One Insurance Company

BonusRev Fixed Indexed Annuity

4 rate bands/terms
4 source fields grouped

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    1%→10%+9.00 pts

  • Strategy guarantee

    S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    1%→10%+9.00 pts

  • Strategy guarantee

    S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    1%→10%+9.00 pts

  • Strategy guarantee

    S&P 500 Index · Annual · 1-year term

    1%→10%+9.00 pts
FIAAmerican National Insurance Company

Smart Start Accumulator 5

9 rate bands/terms
9 source fields grouped

  • Participation rate

    Moderate · S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    50%→55%+5.00 pts

  • Participation rate

    Moderate · S&P MARC 5% Excess Return · Annual · 1-year term

    75%→80%+5.00 pts

  • Cap rate

    Custom · S&P 500 Index · Annual · 1-year term · Premium $0 and up

    8.25%→8.5%+25 bps

  • Cap rate

    Moderate · S&P 500 Index · Annual · 1-year term

    10.75%→11%+25 bps

  • Participation rate

    Conservative · S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    50%→55%+5.00 pts

  • Participation rate

    Conservative · S&P MARC 5% Excess Return · Annual · 1-year term

    75%→80%+5.00 pts

  • Participation rate

    Custom · S&P MARC 5% Excess Return · Annual · 1-year term · Premium $0 and up

    65%→70%+5.00 pts

  • Participation rate

    Aggressive · S&P 500 Dynamic Intraday TCA Index (USD) ER · Annual · 1-year term

    60%→65%+5.00 pts

  • Participation rate

    Aggressive · Invesco QQQ Portfolio Plus Index · Annual · 1-year term

    65%→70%+5.00 pts
FIAFidelity and Guaranty

FG AccumulatorPlus 7

2 rate bands/terms
2 source fields grouped

  • Participation rate

    Barclays Trailblazer Sectors 5 Index · 2-Year · 2-year term · Premium $0 and up

    305%→310%+5.00 pts

  • Participation rate

    Rider Charge Included · Barclays Trailblazer Sectors 5 Index · 2-Year · 2-year term · Premium $0 and up

    345%→350%+5.00 pts
FIAFidelity and Guaranty

Performance Pro

6 rate bands/terms
6 source fields grouped

  • Participation rate

    Rider Charge Included · CIBC Balanced 5% Volatility Control ER Index · 2-Year · 2-year term · Premium $0 and up

    220%→235%+15.00 pts

  • Participation rate

    Morgan Stanley US Equity Allocator Index · 2-Year · 2-year term · Premium $0 and up

    80%→90%+10.00 pts

  • Participation rate

    Goldman Sachs Global Factor Index · 2-Year · 2-year term · Premium $0 and up

    185%→210%+25.00 pts

  • Participation rate

    Rider Charge Included · Morgan Stanley US Equity Allocator Index · 2-Year · 2-year term · Premium $0 and up

    100%→110%+10.00 pts

  • Participation rate

    CIBC Balanced 5% Volatility Control ER Index · 2-Year · 2-year term · Premium $0 and up

    175%→195%+20.00 pts

  • Participation rate

    Rider Charge Included · Goldman Sachs Global Factor Index · 2-Year · 2-year term · Premium $0 and up

    230%→250%+20.00 pts
FIAFidelity and Guaranty

FG AccumulatorPlus 10

6 rate bands/terms
6 source fields grouped

  • Participation rate

    Barclays Trailblazer Sectors 5 Index · 2-Year · 2-year term · Premium $0 and up

    310%→315%+5.00 pts

  • Participation rate

    Morgan Stanley US Equity Allocator Index · 2-Year · 2-year term · Premium $0 and up

    145%→150%+5.00 pts

  • Participation rate

    Rider Charge Included · Barclays Trailblazer Sectors 5 Index · 2-Year · 2-year term · Premium $0 and up

    350%→355%+5.00 pts

  • Participation rate

    Goldman Sachs Global Factor Index · 2-Year · 2-year term · Premium $0 and up

    335%→340%+5.00 pts

  • Participation rate

    Rider Charge Included · Morgan Stanley US Equity Allocator Index · 2-Year · 2-year term · Premium $0 and up

    165%→170%+5.00 pts

  • Participation rate

    Rider Charge Included · Goldman Sachs Global Factor Index · 2-Year · 2-year term · Premium $0 and up

    375%→380%+5.00 pts
FIAPacific Life Insurance Company

Index Advisory

6 rate bands/terms
6 source fields grouped

  • Cap rate

    MSCI EAFE Index · Annual · 7-year term · Premium $0–$99,999.99

    9.25%→9.5%+25 bps

  • Current crediting rate

    Guarantee term: 7 years

    4.35%→5.35%+100 bps

  • Declared rate

    S&P 500 Index · Annual · 7-year term · Premium $0–$99,999.99

    8.2%→8.45%+25 bps

  • Declared rate

    S&P 500 Index · Annual · 7-year term · Premium $100,000 and up

    8.6%→8.85%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 7-year term · Premium $100,000 and up

    9.8%→10.05%+25 bps

  • Cap rate

    S&P 500 Index · Annual · 7-year term · Premium $0–$99,999.99

    9.25%→9.5%+25 bps

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