Indexed Rates

Agent Spreadsheet

Indexed Annuity PDF

3 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
Mass Mutual Ascend Landmark 3 0.00 9.75 0.00 90 2025-01-21
Oceanview Harbourview 3 0.00 7.75 0.00 89 2025-02-10

5 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
AIG Power 5 Protector 0.00 10.00 0.00 85 2024-08-12
American Equity Asset Shield 5 0.00 9.00 2.80 85 2025-03-01
EquiTrust Market Five 0.00 7.50 2.00 90 2024-08-28
Farmers Life Ins Co Harvest 5 0.00 11.25 0.00 85 2025-04-01
GILICO Wealth Choice 5 0.00 10.50 2.50 90 2025-03-10
Lincoln Financial OptiBlend 5 0.00 8.00 0.00 85 2024-11-18
Mass Mutual Ascend Landmark 5 0.00 13.00 0.00 89 2025-01-21
Reliance Standard Reliance Accumulator 5 0.00 9.50 0.00 85 2025-04-02

7 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
AIG Power 7 Protector 0.00 10.00 0.00 X 85 2024-08-12
American Equity Asset Shield 7 0.00 9.50 3.00 85 2025-03-01
American National Strategy Index PLUS 7 10.00 6.00 0.00 80 2025-03-07
Athene Performance Elite 7 Plus* 6.00 11.25 0.00 83 2025-03-17
Equitrust Market Seven 0.00 8.00 2.15 85 2025-03-05
F&G Accumulator Plus 7 0.00 10.75 3.75 85 2025-03-01
Farmers Life Ins Co Harvest 7 7.00 7.50 0.00 85 2025-04-01
GILICO Wealth Choice 7 0.00 10.75 2.50 90 2025-03-10
Global Atlantic ForeAccumulation II 0.00 16.00 0.00 85 2024-12-06
Lincoln Financial Opti Blend 7 0.00 9.75 0.00 85 2025-03-01
Mass Mutual Ascend Legend 7 0.00 13.75 0.00 X 85 2025-01-21
Reliance Standard Reliance Accumulator 7 0.00 9.50 0.00 85 2025-04-02
SILAC Denali Bonus 7 8.00 6.75 2.25 X 90 2024-08-14
The Standard ISA 7 0.00 9.00 0.00 90 2024-09-19

8 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
AIG Power Select Builder 8 10.00 6.50 0.00 80 2022-11-16

10 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
American Equity Asset Shield Bonus 14.00 6.50 2.50 80 2025-03-17
Aspida Synergy Choice Bonus 15.00 8.00 0.00 80 2025-03-07
Athene Ascent Pro 10 Bonus* 20.00 5.50 0.00 X X 80 2024-09-07
Athene Agility 10* 50.00 5.25 0.00 X X X 80 2025-03-17
Athene Performance Elite 10 Plus* 20.00 8.00 0.00 78 2025-03-17
Clear Spring Life TriVysta* 10.00 9.50 0.00 X 81 2025-03-01
Clear Spring Life Highlander 10.00 6.65 0.00 X 80 2025-01-01
EquiTrust MarketTen Bonus 8.00 6.00 1.75 80 2025-03-05
Equitrust Market Edge 20.00 3.50 1.25 80 2025-03-05
F&G Life Performance Pro 15.00 7.25 2.25 X X 80 2025-03-01
Farmers Life Ins Co Harvest 10.00 7.50 0.00 85 2025-04-01
GILICO Wealth Choice 10 0.00 8.50 2.25 X 80 2025-03-10
Global Atlantic ForeAccumulation 10 Bonus 14.00 13.00 0.00 85 2025-03-01
Legacy/Ameritas Flex Mark Select + 6.00 6.95 0.00 X X 85 2025-03-01
Lincoln Financial Opti Blend 10 0.00 10.25 0.00 80 2025-03-01
North American VersaChoice 0.00 9.50 2.00 79 2025-03-01
North American Charter 10 Plus 21.00 6.50 1.50 79 2025-03-05
Oceanview Harbourview 10 0.00 10.00 0.00 84 2025-02-10
Oxford Life Royal Select 8.00 7.85 0.00 X 80 2025-04-01
Reliance Standard Reliance Accumulator 10 0.00 9.50 0.00 80 2025-04-02
SILAC Denali Bonus 10 10.00 7.25 2.25 X 85 2024-08-14

14 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
EquiTrust Market Power Bonus* 12.00 6.00 1.75 75 2025-03-05
F&G Life Prosperity Elite 14 14.00 8.00 2.40 X X X 85 2025-03-01
North American Charter 14 Plus* 27.00 7.00 1.55 75 2025-03-01
SILAC Denali Bonus 14 13.00 7.50 2.50 X 80 2024-08-14

15 Years

Carrier Product Name Bonus (%) Annual Cap (%) Monthly Cap (%) Income Death Care Max Issue Effective Date
Athene Performance Elite 15 Plus* 20.00 9.75 0.00 73 2025-03-17