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May 1, 2024

April 2024
Indexed UL Old IR New IR Old Cap New Cap
American National, Signature Performance IUL – S&P 500 Index Pt-toPt with Cap (Value Cap) 6.28% 6.30%
American National, Signature Protection IUL – S&P 500 Index Pt-to-Pt with Cap 5.90% 5.92%
Ameritas, FLX Living Benefits Index UL – S&P 500 1-Yr Point-to-Point (with Cap) 9.25% 9.50%
Ameritas, FLX Living Benefits Index UL – S&P 500 1-Yr Point-to-Point (with Cap) 5.92% 6.05%
Ameritas, Growth Index UL II – Capped S&P 500 1-Yr 6.05% 6.18% 9.50% 9.75%
Ameritas, Value Plus IUL – Capped S&P 500 1-Yr 5.26% 5.40% 8.00% 8.25%
Ameritas, Value Plus SIUL – Capped S&P 500 1-Yr 5.26% 5.40% 8.00% 8.25%
AuguStar Life, Virtus IUL II – S&P 500 6.70% 6.75%
National Life, NL FlexLife – US Pacesetter Index Point to Point No Cap 6.42% 6.44%
National Life, NL FlexLife – S&P 500 Point to Point Cap Focus 5.97% 6.00%
National Life, LSW SummitLife – S&P 500 Point to Point Cap Focus 5.97% 6.00%
National Life, LSW SummitLife – US Pacesetter Index Point to Point No Cap 6.42% 6.44%
National Life, NL SurvivorLife – S&P 500 Point to Point Cap Focus 5.97% 6.00%
National Life, NL SurvivorLife – US Pacesetter Index Point to Point No Cap 6.42% 6.44%
Penn Mutual, Accumulation Indexed Universal Life – Capped 1-Year with 0% Floor 6.27% 6.38% 10.00% 10.25%
Penn Mutual, Survivorship IUL – Capped 1-Year with 0% Floor 6.27% 6.38% 10.00% 10.25%
Prudential, PruLife Founders Plus Index UL (2023) – Plus 100 Account 4.84% 5.12% 7.25% 7.75%
Prudential, PruLife Founders Plus Index UL (2023) – Goldman Sachs Account 2.58% 2.55%
Prudential, PruLife Index Advantage UL (2020) – Indexed Account 5.12% 5.40% 7.75% 8.25%
Symetra, Symetra Accumulator Ascent IUL 2.0 – Putnam Dynamic Low Volatility Fixed Bonus Account 5.97% 6.21%
Symetra, Symetra Accumulator Ascent IUL 2.0 – S&P 500 Index – Core 6.52% 7.00% 10.50% 11.50%
Symetra, Symetra Protector IUL 5.0 – S&P 500 Index – Core 6.02% 6.05%
Symetra, Symetra Protector IUL 5.0 – Putnam Dynamic Low Volatility Index, Fixed Bonus 5.97% 6.00%
March 2024
Universal Life Old IR New IR
National Life, NL BasicSecure 5.65% 5.30%
Indexed UL Old IR New IR Old Cap New Cap
Columbus Life, Expedition SIUL – Capped Annual Point-to-Point Indexed Account – 0% MGIR 6.21% 6.29%
Columbus Life, Expedition SIUL – JP Morgan Balanced Growth – 0% MGIR 5.20% 4.92%
Columbus Life, Indexed Explorer Plus UL 2023 – Capped Annual Pointto-Point Indexed Account – 0% MGIR 6.21% 6.29%
Columbus Life, Indexed Explorer Plus UL 2023 – JP Morgan Balanced Growth – 0% MGIR 5.20% 4.92%
Corebridge Financial, Max Accumulator+ III IUL – Blend Participation Rate Account – MLSB 6.42% 6.44%
Corebridge Financial, Max Accumulator+ III IUL – High Cap Rate Account – S&P 500 6.97% 6.99%
Corebridge Financial, Value+ Protector III IUL – Blend Participation Rate Account – MLSB 5.72% 5.74%
Corebridge Financial, Value+ Protector III IUL – High Cap Rate Account – S&P 500 6.27% 6.29%
Corebridge Financial, Value+ Protector III IUL – High Bonus Rate Account – S&P 500 5.24% 5.25%
Fidelity and Guaranty Life, FG Everlast – S&P Annual PTP 100% PAR 6.30% 6.33%
Fidelity and Guaranty Life, FG Freedom – S&P Annual PTP 100% PAR 7.23% 7.08%
Fidelity and Guaranty Life, FG Freedom – Barclays Annual PTP 210% PAR w/Spread 7.01% 6.65%
Fidelity and Guaranty Life, FG Gold – S&P Annual PTP 100% PAR 7.03% 6.91%
Fidelity and Guaranty Life, FG Pathsetter – Barclays Trailblazer Sectors 5 Annual PTP Par 170% with 1% Bonus 5.84% 5.61%
Fidelity and Guaranty Life, FG Pathsetter – S&P Annual PTP 100% PAR 7.23% 7.08%
North American, Builder Plus IUL 3 – S&P 500® Annual Point-to-Point 5.94% 5.95%
North American, Builder Plus IUL 3 – High Par Fidelity Multifactor Yield Index SM 5% ER Account 5.81% 5.63%
North American, Protection Builder IUL – S&P 500® Annual Point-toPoint 4.63% 4.61%
North American, Protection Builder IUL – High Par Fidelity Multifactor Yield Index SM 5% ER Account 4.20% 3.75%
North American, Smart Builder IUL 2 – S&P 500® Annual Point-to-Point 4.36% 4.34%
North American, Smart Builder IUL 2 – High Par Fidelity Multifactor Yield Index SM 5% ER Account 4.19% 3.74%
Principal, Indexed Universal Life Accumulation II – S&P 500 Price Return Point to Point 5.77% 5.79%
Principal, IUL Flex II – S&P 500 Price Return Point to Point 5.51% 5.52%
February 2024
Universal Life Old IR New IR
Guardian, Protection UL (2020) 4.00% for Years 1-10, 4.25% Thereafter 4.25% for Years 1-10, 4.50% Thereafter
New York Life, Survivorship Universal Life AD119 3.50% 3.60%
New York Life, Universal Life AD119 3.50% 3.60%
Penn Mutual, Protection Universal Life 4.00% 4.50%
Security Mutual Life, Survivorship UL3 3.35% 4.00%
Indexed UL Old IR New IR Old Cap New Cap
Allianz, Life Pro+ Advantage – Standard Annual Point-to-Point S&P 500 7.39% 7.42%
Allianz, Life Pro+ Advantage (Classic BUDBI / PIMCO Blend) – Classic BUDBI / PIMCO Blend 6.71% 6.74%
Allianz, Life Pro+ Advantage (Select BUDBI / PIMCO Blend) – Select BUDBI / PIMCO Blend 7.39% 7.42%
Ameritas, FLX Living Benefits Index UL – S&P 500 1-Yr Point-to-Point (with Cap) 5.90% 5.92%
Ameritas, Growth Index UL II – Capped S&P 500 1-Yr 6.01% 6.05% 9.45% 9.50%
Ameritas, Value Plus IUL – Capped S&P 500 1-Yr 5.10% 5.26% 7.75% 8.00%
Ameritas, Value Plus SIUL – Capped S&P 500 1-Yr 5.10% 5.26% 7.75% 8.00%
John Hancock, Accumulation IUL 23 – Barclays Global MA Bonus 4.44% 5.25%
John Hancock, Accumulation IUL 23 – Barclays Global MA Plus 6.70% 6.97%
John Hancock, Accumulation IUL 23 – Capped Account 5.57% 5.79% 8.75% 9.00%
John Hancock, Accumulation IUL 23 – Core High Capped Account 6.22% 6.45% 10.00% 10.75%
John Hancock, Protection SIUL 22 – Barclays Global MA Bonus 4.68% 4.73%
John Hancock, Protection SIUL 22 – Barclays Global MA Plus 7.35% 6.97%
John Hancock, Protection SIUL 22 – Core Capped Indexed Account 5.07% 4.83% 7.75% 7.25%
John Hancock, Protection SIUL 22 – Core High Capped Indexed Account 6.16% 5.90% 10.00% 9.50%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Fidelity AIM Dividend Fixed Bonus Indexed Account 5.27% 5.69%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Fidelity AIM Indexed Account 6.63% 6.76%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Multiplier Indexed Account 5.62% 5.68%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Traditional Indexed Account 6.29% 6.55% 10.00% 10.50%
Lincoln Financial, WealthPreserve 2 IUL (2020)-02/13/23 – Fidelity AIM Dividend Fixed Bonus Indexed Account 4.58% 5.66%
Lincoln Financial, WealthPreserve 2 IUL (2020)-02/13/23 – Fixed Bonus Indexed Account 5.83% 6.11% 9.00% 9.50%
Lincoln Financial, WealthPreserve 2 IUL (2020)-02/13/23 – Traditional Indexed Account 6.27% 6.53% 10.00% 10.50%
Lincoln Financial, WealthPreserve 2 Survivorship IUL (2022)-02/13/23 – Fidelity AIM Dividend Fixed Bonus Indexed Account 4.58% 5.66%
Lincoln Financial, WealthPreserve 2 Survivorship IUL (2022)-02/13/23 – Fixed Bonus Indexed Account 5.83% 6.11% 9.00% 9.50%
Lincoln Financial, WealthPreserve 2 Survivorship IUL (2022)-02/13/23 – Traditional Indexed Account 6.27% 6.53% 10.00% 10.50%
Mutual of Omaha, Income Advantage – BofA US Agility Index: One Year Uncapped Account 5.29% 5.51%
Mutual of Omaha, Income Advantage – One-Year 100% Participation Account 6.28% 6.30%
Mutual of Omaha, Life Protection Advantage – BofA US Agility Index: One Year Uncapped Account 4.71% 4.83%
Mutual of Omaha, Life Protection Advantage – One Year 100% Participation Account 5.51% 5.53%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr S&P 500 Annual Pt to Pt 6.28% 6.30%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr JP Morgan Mercury Plus 5.61% 5.58%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr BNP Paribas Global H Factor Plus 5.61% 5.58%
Nationwide, Indexed UL Protector II 2020 – 1-Yr S&P 500 Annual Pt to Pt 6.03% 6.30% 9.50% 10.00%
Nationwide, Survivorship Indexed Universal Life 2020 – 1-Yr S&P 500 Annual Pt to Pt 6.03% 6.30% 9.50% 10.00%
Pacific Life, Pacific Discovery Xelerator IUL 2 – 1 Year Select Volatility Control Indexed Account 3.86% 3.47%
Pacific Life, Pacific Discovery Xelerator IUL 2 – 1 Year High Cap Indexed Account 6.06% 5.73%
Pacific Life, Pacific Discovery Xelerator IUL 2 – 1 Year Indexed Account 4.91% 4.93% 7.50% 8.00%
Pacific Life, Pacific Horizon IUL – 1 Year Volatility Control Indexed Account 5.67% 5.49%
Pacific Life, Pacific Horizon IUL – 1 Year High Par Volatility Control Indexed Account 6.28% 6.10%
Pacific Life, Pacific Horizon IUL – 1 Year High Cap Indexed Account 7.05% 7.08%
Pacific Life, Pacific Horizon IUL – 1 Year Indexed Account 6.28% 6.30%
Pacific Life, Pacific Horizon ECV IUL – 1 Year Volatility Control Indexed Account 5.67% 5.49%
Pacific Life, Pacific Horizon ECV IUL – 1 Year High Par Volatility Control Indexed Account 6.28% 6.10%
Pacific Life, Pacific Horizon ECV IUL – 1 Year High Cap Indexed Account 7.05% 7.08%
Pacific Life, Pacific Horizon ECV IUL – 1 Year Indexed Account 6.28% 6.30%
Pacific Life, Pacific Horizon SIUL – 1 Year Volatility Control Indexed Account 5.67% 5.49%
Pacific Life, Pacific Horizon SIUL – 1 Year Indexed Account 6.28% 6.30%
Pacific Life, Pacific Trident IUL – 1 Year Indexed Account 5.37% 5.41%
Protective, Indexed Choice UL – Indexed 5.77% 5.79%
January 2024
Universal Life Old IR New IR
Prudential, PruLife Essential UL (2023) 3.65% 3.80%
Thrivent, Accumulation UL Face under $100,000: 4.80%; $100,000 – $249,999: 4.90%; $250,000 and over 5.00% Face under $100,000: 5.05%; $100,000 – $249,999: 5.15%; $250,000 and over 5.25%
Thrivent, Protection UL Face amounts under $100,000: 4.55%; $100,000 – $249,999: 4.65%; $250,000 and over 4.75% Face amounts under $100,000: 4.80%; $100,000 – $249,999: 4.90%; $250,000 and over 5.00%
Indexed UL Old IR New IR Old Cap New Cap
Principal, Indexed Universal Life Accumulation II – S&P 500 Price Return Point to Point 5.51% 5.77% 8.50% 9.00%
Prudential, PruLife Founders Plus Index UL (2023) – Plus 100 Account 4.82% 4.84%
Prudential, PruLife Founders Plus Index UL (2023) – Goldman Sachs Account 2.57% 2.58%
Prudential, PruLife Index Advantage UL (2020) – Indexed Account 5.10% 5.12%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account 5.10% 5.12%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account w/ Multiplier 5.04% 5.06%
Securian Financial, Eclipse Accumulator IUL 6.30% 6.32%
Securian Financial, Eclipse Protector II IUL 5.51% 5.55%
Securian Financial, Eclipse Survivor IUL II 6.30% 6.32%
December 2023
Universal Life Old IR New IR
Penn Mutual, Protection Universal Life 3.75% 4.00%
Indexed UL Old IR New IR Old Cap New Cap
Ameritas, FLX Living Benefits Index UL 5.77% 5.90% 9.00% 9.25%
Ameritas, Value Plus IUL 4.96% 5.10% 7.50% 7.75%
Ameritas, Value Plus SIUL 4.96% 5.10% 7.50% 7.75%
November 2023
Universal Life Old IR New IR
National Life, NL BasicSecure 5.25% 5.65%
Indexed UL Old IR New IR Old Cap New Cap
Ameritas, Growth Index UL II – Capped S&P 500 1-Yr 5.90% 6.01% 9.25% 9.45%
October 2023
Universal Life Old IR New IR
National Life, BasicSecure 4.75% 5.25%
Ohio National, V-Pro UL II 3.70% for Years 1-10, 4.45% Thereafter for <$500K DB; 3.95% for Years 1-10, 4.70% Thereafter for All Other DB 3.95% for Years 1-10, 4.70% Thereafter for <$500K DB; 4.20% for Years 1-10, 4.95% Thereafter for All Other DB
Indexed UL Old IR New IR Old Cap New Cap
Ameritas, FLX Living Benefits Index UL 5.64% 5.77% 8.75% 9.00%
Ameritas, Growth Index UL II 5.77% 5.90% 9.00% 9.25%
North American, Builder Plus IUL 3 5.91% 5.94% 9.30% 9.50%
North American, Builder Plus IUL 3 – High Par Fidelity Multifactor Yield Index SM 5% ER Account 5.60% 5.81%
North American, Builder Plus IUL 3 – Fidelity Multifactor Yield Index SM 5% ER Account 3.58% 3.30%
Ohio National, Virtus IUL II 6.50% 6.70% 10.50% 11.00%
Principal, Indexed Universal Life Accumulation II 5.77% 5.51% 9.00% 8.50%
Principal, IUL Flex II 5.77% 5.51% 9.00% 8.50%
Prudential, PruLife Founders Plus Index UL (2023) – Plus 100 Account 5.10% 4.82% 7.75% 7.25%
Prudential, PruLife Founders Plus Index UL (2023) – Goldman Sachs Account 2.77% 2.57%
Prudential, PruLife Index Advantage UL (2020) 5.38% 5.10% 8.25% 7.75%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account 8.25% 7.75%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account w/ Multiplier 7.00% 6.50%
September 2023
Universal Life Old IR New IR
Pacific Life, Versa Flex Venture UL 5.40% 5.60%
Principal, UL Provider Edge II 3.75% 4.50%
Principal, UL Flex III 3.60% 4.35%
Principal, SUL Provider 3.75% 4.50%
Indexed UL Old IR New IR Old Cap New Cap
American National, Signature Performance IUL – S&P 500 Index Pt-to-Pt with Cap (Value Cap) 6.40% 6.28% 10.23% 10.00%
American National, Signature Protection IUL – S&P 500 Index Pt-to-Pt with Cap 6.03% 5.90% 9.50% 9.25%
Columbus Life, Indexed Explorer Plus UL 2023 – Capped Annual Point-to-Point Indexed Account – 0% MGIR 6.11% 6.21% 9.75% 10.00%
Columbus Life, Expedition SIUL – Capped Annual Point-to-Point Indexed Account – 0% MGIR 6.11% 6.21% 9.75% 10.00%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr S&P 500 Annual Pt to Pt 6.03% 6.28% 9.50% 10.00%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr JP Morgan Mercury Plus 5.33% 5.61%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr BNP Paribas Global H Factor Plus 5.33% 5.61%
Pacific Life, Pacific Horizon IUL – 1 Year Volatility Control Indexed Account 5.54% 5.67%
Pacific Life, Pacific Horizon IUL – 1 Year Indexed Account 6.03% 6.28% 9.50% 10.00%
Pacific Life, Pacific Horizon EVC IUL – 1 Year Volatility Control Indexed Account 5.54% 5.67%
Pacific Life, Pacific Horizon EVC IUL – 1 Year Indexed Account 6.03% 6.28% 9.50% 10.00%
Pacific Life, Pacific Horizon SIUL – 1 Year Volatility Control Indexed Account 5.54% 5.67%
Pacific Life, Pacific Horizon SIUL – 1 Year Indexed Account 6.03% 6.28% 9.50% 10.00%
August 2023
Universal Life Old IR New IR
Ameritas, Value Plus UL 3.70% 4.00%
Indexed UL Old IR New IR Old Cap New Cap
Allianz, Life Pro+ Advantage – Standard Annual Point-to-Point S&P 500 7.08% 7.39% 11.75% 12.50%
Allianz, Life Pro+ Advantage (Classic BUDBI / PIMCO Blend) – Classic BUDBI / PIMCO Blend 6.10% 6.71%
Allianz, Pro+ Advantage (Select BUDBI / PIMCO Blend) – Select BUDBI / PIMCO Blend 7.08% 7.39%
Ameritas, Living Benefits Index UL – S&P 500 1-Yr Point-to-Point (with Cap) 5.77% 5.64% 9.00% 8.75%
Securian Financial, Eclipse Accumulator IUL 5.22% 5.64% 9.00% 8.75%
Securian Financial, Eclipse Protector II IUL 5.07% 5.51% 7.75% 8.50%
Securian Financial, Eclipse Survivor IUL II 5.22% 6.30% 8.00% 10.00%
July 2023
Universal Life Old IR New IR
Cincinnati Life, Heritage UL 4.00% 4.25%
Thrivent, Accumulation UL Face under $100,000: 4.55%; $100,000 – $249,999: 4.65%; $250,000 and over 4.75% Face under $100,000: 4.80%; $100,000 – $249,999: 4.90%; $250,000 and over 5.00%
Thrivent, Protection UL Face amounts under $100,000: 4.30%; $100,000 – $249,999: 4.40%; $250,000 and over 4.50% Face amounts under $100,000: 4.55%; $100,000 – $249,999: 4.65%; $250,000 and over 4.75%
Indexed UL Old IR New IR Old Cap New Cap
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Fidelity AIM Indexed Account 4.58% 5.27%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Traditional Indexed Account 6.27% 6.29%
Ohio National, Virtus IUL II 6.00% 6.50% 9.50% 10.50%
Prudential, PruLife Founders Plus Index UL (2023) – Goldman Sachs Account 2.95% 2.77%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account w/ Multiplier 5.10% 5.04%
June 2023
Universal Life Old IR New IR
National Life, NL BasicSecure 5.00% 4.75%
Indexed UL Old IR New IR Old Cap New Cap
Allianz, Life Pro+ Advantage (Classic BUDBI / PIMCO Blend) – Classic BUDBI / PIMCO Blend 7.08% 6.10%
Fidelity and Guaranty Life, FG Everlast – S&P Annual PTP 100% PAR 6.28% 6.30%
Fidelity and Guaranty Life, FG Freedom – S&P Annual PTP 100% PAR 7.16% 7.23%
Fidelity and Guaranty Life, FG Freedom – Barclays Annual PTP 190% PAR w/Spread 5.23% 7.01%
Fidelity and Guaranty Life, FG Gold – S&P Annual PTP 100% PAR 6.96% 7.03%
Fidelity and Guaranty Life, FG Pathsetter – Barclays Trailblazer Sectors 5 Annual PTP Par 145% with 1% Bonus 4.06% 5.84%
Fidelity and Guaranty Life, FG Pathsetter – S&P Annual PTP 100% PAR 7.16% 7.23%
May 2023
Indexed UL Old IR New IR Old Cap New Cap
Columbus Life, Expedition SIUL – Capped Annual Point-to-Point Indexed Account – 0% MGIR 6.01% 6.11% 9.50% 9.75%
Columbus Life, Indexed Explorer Plus UL 2019 – Capped Annual Point-to-Point Indexed Account – 0% MGIR 6.01% 6.11% 9.50% 9.75%
Corebridge Financial, Max Accumulator+ III IUL – Blend Participation Rate Account – MLSB 6.93% 6.42%
Corebridge Financial, Max Accumulator+ III IUL – High Cap Rate Account – S&P 500 6.93% 6.97%
Corebridge Financial, Value+ Protector III IUL – Blend Participation Rate Account – MLSB 6.24% 5.72%
Corebridge Financial, Value+ Protector III IUL – Cap Rate Account – S&P 500 6.24% 6.27%
John Hancock, Accumulation IUL 21 – Barclays Global MA Bonus 6.10% 4.44%
John Hancock, Protection IUL 22 – Barclays Global MA Bonus 6.51% 4.68%
John Hancock, Protection SIUL 22 – Barclays Global MA Bonus 6.51% 4.68%
Lincoln Financial, WealthPreserve 2 IUL (2020)-02/13/23 – Fidelity AIM Indexed Account 6.27% 4.58%
Lincoln Financial, WealthPreserve 2 Survivorship IUL (2022)-02/13/23 – Fidelity AIM Indexed Account 6.27% 4.58%
National Life, NL FlexLife – Credit Suisse Balanced Trend Index Point to Point No Cap 5.92% 6.42%
National Life, NL FlexLife – S&P 500 Point to Point Cap Focus 5.92% 5.97%
National Life, LSW SummitLife – S&P 500 Point to Point Cap Focus 5.92% 5.97%
National Life, LSW SummitLife – US Pacesetter Index Point to Point No Cap 5.92% 6.42%
National Life, NL SurvivorLife – S&P 500 Point to Point Cap Focus 5.92% 5.97%
North American, Builder Plus IUL 3 – S&P 500® Annual Point-to-Point 5.92% 5.91%
North American, Builder Plus IUL 3 – Fidelity Multifactor Yield Index SM 5% ER Account 5.71% 3.58%
North American, Protection Builder IUL – S&P 500® Annual Point-to-Point 4.64% 4.63%
North American, Protection Builder IUL – Fidelity Multifactor Yield Index SM 5% ER Account 5.94% 3.74%
North American, Smart Builder IUL 2 – S&P 500® Annual Point-to-Point 4.37% 4.36%
North American, Smart Builder IUL 2 – Fidelity Multifactor Yield Index SM 5% ER Account 5.94% 3.73%
April 2023
Universal Life Old IR New IR
Ameritas, Value Plus UL 3.60% 3.70%
Ohio National, V-Pro UL II 3.20% for Years 1-10, 3.95% Thereafter for <$500K DB; 3.45% for Years 1-10, 4.20% Thereafter for All Other DB 3.70% for Years 1-10, 4.45% Thereafter for <$500K DB; 3.95% for Years 1-10, 4.70% Thereafter for All Other DB
Prudential, Essential UL (2023) 3.45% 3.65%
Indexed UL Old IR New IR Old Cap New Cap
American National, Signature Performance IUL – S&P 500 Index Pt-to-Pt with Cap (Value Cap) 6.52% 6.40% 10.50% 10.25%
Equitable Financial, BrightLife Grow Series 159 – Annual S&P 500 3.85% 4.03%
Fidelity and Guaranty Life, FG Everlast – S&P Annual PTP 100% PAR 6.34% 6.28%
Fidelity and Guaranty Life, FG Freedom – Barclays Annual PTP 190% PAR w/Spread 6.62% 5.23%
Fidelity and Guaranty Life, FG Pathsetter – Barclays Trailblazer Sectors 5 Annual PTP Par 145% with 1% Bonus 6.62% 4.06%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Fidelity AIM Indexed Account 6.27% 4.58%
Lincoln Financial, WealthAccumulate 2 IUL (2020)-04/17/23 – Traditional Indexed Account 6.09% 6.27% 9.50% 10.00%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr JP Morgan Mercury Plus 6.03% 5.33%
Nationwide, Indexed UL Accumulator II 2020 – 1-Yr BNP Paribas Global H Factor Plus 6.03% 5.33%
Pacific Life, Pacific Discovery Xelerator IUL 2 – 1 Year Select Volatility Control Indexed Account 4.69% 3.86%
Pacific Life, Pacific Horizon IUL – 1 Year Volatility Control Indexed Account 5.44% 5.54%
Pacific Life, Pacific Horizon IUL – 1 Year Indexed Account 5.73% 6.03% 9.00% 9.50%
Pacific Life, Pacific Horizon ECV IUL – 1 Year Volatility Control Indexed Account 5.44% 5.54%
Pacific Life, Pacific Horizon ECV IUL – 1 Year Indexed Account 5.73% 6.03% 9.00% 9.50%
Pacific Life, Pacific Horizon SIUL – 1 Year Volatility Control Indexed Account 5.44% 5.54%
Pacific Life, Pacific Horizon SIUL – 1 Year Indexed Account 5.73% 6.03% 9.00% 9.50%
Pacific Life, Pacific Indexed Accumulator 6 – 1 Year Select Volatility Control Indexed Account 4.69% 3.86%
Pacific Life, Pacific Indexed Estate Preserver 3 – 1 Year Select Volatility Control Indexed Account 4.69% 3.86%
Prudential, PruLife Founders Plus Index UL (2023) – Goldman Sachs Account 5.10% 2.95%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account 5.24% 5.10%
Prudential, PruLife Survivorship Index UL (2019) – Indexed Account w/ Multiplier 5.24% 5.10%
Symetra, Symetra Accumulator Ascent IUL 2.0 – Putnam Dynamic Low Volatility Fixed Bonus Account 6.24% 5.97%
Symetra, Symetra Accumulator Ascent IUL 2.0 – S&P 500 Index – Core 6.24% 6.52% 10.00% 10.50%
Symetra, Symetra Protector IUL 5.0 – S&P 500 Index – Core 5.61% 6.02% 8.75% 9.50%
Symetra, Symetra Protector IUL 5.0 – Putnam Dynamic Low Volatility Index, Fixed Bonus 6.24% 5.97%