Indexed Rates

Agent Spreadsheet

Indexed Annuity PDF

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

7 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
American National ASIA Plus 7 1.00 5.00 1.00 X 80 2018-11-01
Equitrust Income MarcSeven 7.00 5.00 1.40 X 80 2018-10-01
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

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

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 Asset Shield 0.00 5.50 1.80 X X 80 2018-11-01
American National ASIA Plus 10 1.00 5.00 1.10 X 80 2018-11-01
Athene Ascent 10 Bonus 2.0 15.00 3.00 1.40 X X 80 2018-11-01
Athene Benefit 10 6.00 2.50 1.30 X X X 80 2016-08-01
EquiTrust MarketTen Bonus 6.00 5.00 1.30 X 80 2018-10-01
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 4.00 0.00 X 80 2018-11-01
Oxford Life Silver Select 4.00 4.80 0.00 X 80 2018-11-01
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 12.00 3.00 1.20 X 75 2018-10-01
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 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 5.00 1.85 X 73 2018-11-01
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