Indexed Rates
Agent Spreadsheet
3 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Great American |
Landmark 3 |
0.00 |
2.50 |
0.00 |
|
|
|
90 |
2020-08-01 |
5 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Great American |
LandMark 5 |
0.00 |
4.05 |
0.00 |
|
|
|
89 |
2020-07-01 |
| Lincoln Financial |
OptiBlend 5 |
0.00 |
2.00 |
0.00 |
|
|
|
85 |
2020-08-01 |
| Reliance Standard |
Keystone 5 |
0.00 |
3.50 |
0.00 |
|
|
|
85 |
2020-08-01 |
7 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Equitable L&C |
Teton Bonus 7 |
5.00 |
3.50 |
1.85 |
|
|
|
90 |
2020-08-01 |
| Equitrust |
Market Seven |
0.00 |
3.75 |
1.65 |
X |
|
|
80 |
2020-08-21 |
| F&G Life |
Prosp. Elite 7 |
4.00 |
4.25 |
1.85 |
X |
X |
X |
85 |
2020-04-01 |
| Great American |
Legend 7 |
0.00 |
4.15 |
1.30 |
X |
X |
|
85 |
2020-07-01 |
| Guggenheim |
Highlander 7 |
0.00 |
4.25 |
0.00 |
|
|
|
80 |
2020-09-01 |
| Reliance Std |
Keystone 7 |
0.00 |
3.85 |
0.00 |
|
|
|
85 |
2020-08-01 |
10 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| American Equity |
Asset Shield |
0.00 |
3.50 |
2.10 |
X |
|
X |
80 |
2020-07-01 |
| Athene |
Ascent Pro Ten Bonus |
10.00 |
2.25 |
1.00 |
X |
|
X |
80 |
2019-10-01 |
| Atlantic Coast Life |
Income Navigator |
5.00 |
2.50 |
1.30 |
X |
|
|
80 |
2020-06-01 |
| Equitable L&C |
Teton Bonus 10 |
7.00 |
4.00 |
2.00 |
|
|
|
85 |
2020-06-01 |
| EquiTrust |
MarketTen Bonus |
6.00 |
2.00 |
1.10 |
X |
|
X |
80 |
2020-08-21 |
| Equitrust |
Market Value |
0.00 |
4.00 |
1.80 |
X |
|
X |
80 |
2020-08-21 |
| F&G Life |
Safe Income Plus |
7.00 |
2.00 |
1.10 |
X |
|
X |
80 |
2019-07-01 |
| F&G Life |
Performance Pro |
10.00 |
3.50 |
1.50 |
X |
|
X |
80 |
2019-04-01 |
| Great American |
Safe Return |
0.00 |
3.00 |
0.00 |
X |
X |
|
85 |
2019-10-01 |
| Guggenheim |
TriVysta |
10.00 |
4.50 |
0.00 |
X |
|
|
81 |
2020-08-01 |
| Guggenheim |
Highlander |
4.00 |
3.50 |
0.00 |
X |
|
|
80 |
2020-09-01 |
| Legacy Ameritas |
Flex Mark Select + |
6.00 |
2.60 |
0.00 |
X |
|
|
85 |
2020-07-01 |
| Legacy/Americo |
LibertyMark SE10 |
0.00 |
7.00 |
2.70 |
|
X |
|
80 |
2020-08-01 |
| North American |
VersaChoice |
0.00 |
3.75 |
1.50 |
X |
|
X |
79 |
2020-08-01 |
| Oxford Life |
Royal Select |
8.00 |
3.30 |
0.00 |
X |
|
|
80 |
2020-08-01 |
| Reliance Standard |
Keystone |
0.00 |
4.10 |
0.00 |
|
|
|
80 |
2020-08-01 |
14 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Equitable L&C |
Teton Bonus 14 |
10.00 |
4.50 |
2.25 |
|
|
|
80 |
2020-08-01 |
| EquiTrust |
MarketPwr Bonus |
10.00 |
2.00 |
1.15 |
X |
|
|
75 |
2020-08-21 |
| F&G Life |
Prosp. Elite 14 |
8.00 |
4.25 |
1.85 |
X |
X |
X |
85 |
2020-04-01 |
| North American |
Charter 14 Plus |
8.00 |
3.00 |
1.30 |
X |
|
|
75 |
2020-08-01 |
| North American |
Benefit Solutions |
0.00 |
4.60 |
1.70 |
X |
|
X |
75 |
2020-03-01 |
15 Years
| Carrier |
Product Name |
Bonus (%) |
Annual Cap (%) |
Monthly Cap (%) |
Income |
Death |
Care |
Max Issue |
Effective Date |
| Athene |
Performance Elite |
15.00 |
4.00 |
0.00 |
X |
|
|
73 |
2020-03-01 |
| 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 |
1.60 |
X |
X |
X |
80 |
2020-04-01 |
