Indexed Rates
Agent Spreadsheet
5 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Great American |
LandMark 5 |
0.00 |
6.30 |
0.00 |
|
|
|
89 |
2018-06-01 |
| Reliance Standard |
Keystone 5 |
0.00 |
5.80 |
0.00 |
|
|
|
85 |
2018-07-01 |
| Standard |
ISA 5 |
0.00 |
5.50 |
0.00 |
|
|
|
90 |
2018-08-01 |
6 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| American Equity |
Choice 6 |
0.00 |
5.00 |
1.60 |
X |
|
X |
80 |
2018-09-01 |
| Voya |
WealthBuilder 6 |
0.00 |
4.75 |
0.00 |
|
|
|
80 |
2017-12-01 |
7 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| American National |
ASIA Plus 7 |
1.00 |
4.70 |
1.00 |
X |
|
|
80 |
2018-09-01 |
| Equitrust |
Income MarcSeven |
7.00 |
3.50 |
1.25 |
X |
|
|
80 |
2018-02-01 |
| F&G Life |
Prosp. Elite 7 |
4.00 |
5.50 |
2.10 |
X |
X |
X |
85 |
2018-06-01 |
| Great American |
Legend III |
0.00 |
6.40 |
2.50 |
X |
X |
|
85 |
2018-08-01 |
| Great American |
Premier Income Bonus 7 |
8.00 |
5.00 |
2.25 |
X |
|
|
85 |
2018-09-04 |
| Great American |
Premier Bonus 7 |
5.75 |
3.25 |
0.00 |
|
|
|
85 |
2018-09-04 |
| Guggenheim |
Highlander 7 |
0.00 |
5.50 |
0.00 |
|
|
|
80 |
2018-06-29 |
| Integrity |
Indextra 7 |
0.00 |
5.25 |
0.00 |
X |
|
|
85 |
2018-08-01 |
| Reliance Std |
Keystone 7 |
0.00 |
6.15 |
0.00 |
|
|
|
85 |
2018-07-01 |
| Standard |
ISA 7 |
0.00 |
6.00 |
0.00 |
|
|
|
90 |
2018-06-01 |
| Voya |
Quest 7 |
0.00 |
3.50 |
1.60 |
X |
|
|
80 |
2017-06-01 |
8 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| American Equity |
Choice 8 |
0.00 |
5.25 |
1.70 |
X |
|
X |
80 |
2018-09-01 |
| North American |
PerfChc 8 Plus |
3.00 |
4.15 |
1.60 |
X |
|
|
85 |
2018-08-01 |
| Voya |
WealthBuilder 8 Plus |
0.00 |
7.25 |
0.00 |
X |
|
|
80 |
2017-12-01 |
| Voya |
WealthBuilder 8 |
0.00 |
5.25 |
0.00 |
|
|
|
80 |
2017-12-01 |
9 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| EquiTrust |
MarketBooster |
7.00 |
3.50 |
1.25 |
X |
|
|
80 |
2016-12-01 |
10 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| American Equity |
Choice 10 |
0.00 |
5.50 |
1.80 |
X |
|
X |
80 |
2018-09-01 |
| American National |
ASIA Plus 10 |
1.00 |
4.70 |
1.10 |
X |
|
|
80 |
2018-09-01 |
| Athene |
Ascent 10 Bonus 2.0 |
15.00 |
2.75 |
1.30 |
X |
|
X |
80 |
2018-03-01 |
| Athene |
Benefit 10 |
6.00 |
2.50 |
1.30 |
X |
X |
X |
80 |
2016-08-01 |
| EquiTrust |
MarketTen Bonus |
6.00 |
2.50 |
1.00 |
X |
|
|
80 |
2016-10-01 |
| EquiTrust |
DynaMarc |
10.00 |
5.00 |
1.85 |
X |
|
|
80 |
2016-12-01 |
| F&G Life |
Safe Income Plus |
8.00 |
2.00 |
1.10 |
X |
|
X |
80 |
2017-10-01 |
| F&G Life |
Performance Pro |
10.00 |
4.50 |
1.85 |
X |
|
X |
80 |
2018-09-01 |
| Great American |
Safe Return |
0.00 |
5.00 |
0.00 |
X |
X |
|
85 |
2018-02-01 |
| Guggenheim |
TriVysta |
10.00 |
5.25 |
0.00 |
X |
|
|
81 |
2018-06-01 |
| Guggenheim |
Highlander |
4.00 |
4.50 |
0.00 |
X |
|
|
80 |
2017-05-01 |
| Legacy Ameritas |
Flex Mark Select + |
6.00 |
3.50 |
0.00 |
X |
|
|
85 |
2018-08-01 |
| Legacy/Americo |
LibertyMark SE10 |
0.00 |
8.00 |
2.55 |
|
X |
|
80 |
2018-06-01 |
| North American |
VersaChoice |
0.00 |
6.00 |
2.35 |
X |
|
X |
79 |
2018-09-04 |
| Oxford Life |
Royal Select |
8.00 |
3.90 |
0.00 |
X |
|
|
80 |
2018-09-01 |
| Oxford Life |
Silver Select |
4.00 |
4.70 |
0.00 |
X |
|
|
80 |
2018-09-01 |
| Reliance Standard |
Keystone |
0.00 |
6.55 |
0.00 |
|
|
|
80 |
2018-07-01 |
14 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| EquiTrust |
MarketPwr Bonus |
10.00 |
3.00 |
1.20 |
X |
|
|
75 |
2016-12-01 |
| EquiTrust |
Market12Bonus |
12.00 |
2.50 |
1.10 |
X |
|
|
75 |
2016-12-01 |
| F&G Life |
Prosp. Elite 14 |
8.00 |
5.25 |
1.85 |
X |
X |
X |
85 |
2018-06-01 |
| North American |
Retire Choice 14 |
3.00 |
5.00 |
2.00 |
X |
|
X |
75 |
2017-12-01 |
| North American |
Charter 14 Plus |
10.00 |
4.15 |
1.65 |
X |
|
|
75 |
2018-08-01 |
| North American |
Benefit Solutions |
0.00 |
7.10 |
2.70 |
X |
|
X |
75 |
2018-08-01 |
15 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Athene |
Performance Elite |
13.00 |
4.75 |
1.75 |
X |
|
|
73 |
2018-02-01 |
| Natl Western |
Ultra Future |
9.00 |
0.00 |
0.00 |
X |
|
|
80 |
2018-09-01 |
16 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| American Equity |
Bonus Gold |
10.00 |
2.25 |
1.20 |
X |
X |
X |
80 |
2017-10-01 |
