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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

Caps:

Price Return Cap Price Return High Cap

Total Return Cap

08/19 - 10.00%

08/19 - 14.00%

08/19 - 15.00%

05/20 - 9.50% 05/20 - 13.50% 05/20 - 14.00%
11/20 - 9.00% 11/20 - 13.00% 11/20 - 13.00%
10/23 - 8.50% 10/23 - 11.00% 10/23 - 11.00%

Participation Rate:

Price Return Participation Rate Price Return High Cap Participation Rate

Total Return Participation Rate

08/19 - 100%

08/19 - 100%

08/19 - 110%

    10/23 - 100%

Floor:

Price Return Floor Price Return High Cap Floor

Total Return Floor

08/19 - 0%

08/19 - 0%

08/19 - 0%

Fixed Account Rate:

08/19 - 4.30%
06/20 - 4.15%
09/23 - 4.90%


Segment Charge:

Price Return High Cap
08/19 - 1.00%

 

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%
 
 


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.

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