Interest Rate History
Indexed Universal Life Flex 2
Caps:
| Price Return Cap | Total Return Cap |
| 12/17 - 10.00% | 12/17 - 15.00% |
| 05/20 - 9.50% | 05/20 - 14.00% |
| 11/20 - 9.00% | 11/20 - 13.00% |
| 10/23 - 8.50% | 10/23 - 11.00% |
Participation Rate:
| Price Return Participation Rate | Total Return Participation Rate |
| 12/17 - 100% | 12/17 - 110% |
| 10/23 - 100% |
Floor:
| Price Return Floor | Total Return Floor |
| 12/17 - 0% | 12/17 – 0% |
| Fixed Account Rate |
| 12/17- 4.30% |
| 06/20 - 4.15% |
| 09/23 - 4.90% |
Indexed Universal Life Accumulation II (2024)
Caps:
| Price Return Cap | Price Return High Cap |
Total Return Ca |
|
02/24 - 9.00% |
02/24 - 12.50% | 02/24 - 11.00% |
Participation Rate:
| Price Return Participation Rate | Price Return High Cap Participation Rate |
Total Return Participation Rate |
|
02/24 - 100% |
02/24 - 100% | 02/24 - 100% |
Floor:
| Price Return Floor | Price Return High Cap Floor |
Total Return Floor |
|
02/24 - 0% |
02/24 - 0% | 02/24 - 0% |
Fixed Account Rate:
| 02/24 - 4.60% |
Segment Charge
| Price Return High Cap |
| 02/24 - 1.00% |
Universal Flex III (ULF3)
Policy Years 1-5:
| 04/18 – 3.75 |
| 06/20 - 3.60 |
| 09/23 - 4.35 |
Policy Years 6+:
| 04/23 - 3.90 |
| 09/23 - 4.65 |
VUL Income IV (VULI4)
| 10/19 – 2.80 |
| 06/20 - 2.65 |
| 09/23 - 3.40 |
Executive Variable Universal Life 3 (EVUL3 )
| 11/19 – 2.95 |
| 06/20 - 2.80 |
| 09/23 - 3.55 |
VUL Income II (VUL4), VUL Income III (VUL5), and VUL Income lV (VUL14) DCA RATES
| 6 Month Acct | 12 Month Acct |
| 02/03 - 9.00 | 02/03 - 7.50 |
| 05/06 - 12.00 | 05/06 - 10.00 |
| 11/08 - 9.00 | 11/08 - 7.00 |
| 05/20 - 7.00 | 05/20 - 5.00 |
UL Provider Edge 2 (ULPE2)
| 01/21 – 3.75 |
| 09/23 - 4.50 |
Survivorship UL Provider (SUP1)
| 12/21 – 3.75 |
| 09/23 - 4.50 |
Note: Interest rates for a specific product may not update at the same time other products have interest rate updates. An example would be when a product has already reached it’s minimum guaranteed interest rate.