New IncomeMark Select and FlexMark Select Series Rates, Effective 5/5/2021
|
Product
|
Standard Band
|
Upgraded Band
|
|
S&P 500®
One-Year Point-to-Point With Cap
|
|
No Fee |
1% Fee* |
No Fee |
1% Fee* |
IncomeMark
Select and Select LT |
3.60% |
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
2.90% |
4.90% |
3.40% |
5.25% |
FlexMark
Select Plus and LT Plus |
2.40% |
4.30% |
2.60% |
4.45% |
|
Russell 2000®
One-Year Point-to-Point With Cap
|
|
No Fee |
1% Fee* |
No Fee |
1% Fee* |
IncomeMark
Select and Select LT |
3.40% |
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
1.60% |
3.55% |
1.75% |
3.80% |
FlexMark
Select Plus and LT Plus |
1.45% |
2.90% |
1.50% |
3.10% |
|
BNPP Momentum 5 Index One-Year Point-to-Point With Participation Rate
|
|
No Fee |
1% Fee* |
No Fee |
1% Fee* |
IncomeMark
Select and Select LT |
100%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
55%
|
100% |
65%
|
105% |
FlexMark
Select Plus and LT Plus |
35%
|
75% |
45%
|
80% |
|
US Innovative Leaders 5 Index One-Year Point-to-Point With Participation Rate
|
|
No Fee |
1% Fee* |
No Fee |
1% Fee* |
IncomeMark
Select and Select LT |
95%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
50%
|
90% |
60%
|
95% |
FlexMark
Select Plus and LT Plus |
30%
|
65% |
40%
|
75% |
|
S&P 500 Two-Year Point-to-Point With Participation Rate**
|
|
No Fee |
2% Fee* |
No Fee |
2% Fee* |
IncomeMark
Select and Select LT |
40%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
20%
|
40% |
25%
|
45% |
FlexMark
Select Plus and LT Plus |
15%
|
30% |
20%
|
35% |
|
BNPP Momentum 5 Index Two-Year Point-to-Point With Participation Rate**
|
|
No Fee |
2% Fee* |
No Fee |
2% Fee* |
IncomeMark
Select and Select LT |
125%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
80%
|
120% |
85%
|
135% |
FlexMark
Select Plus and LT Plus |
55%
|
95% |
65%
|
105% |
|
US Innovative Leaders 5 Index Two-Year Point-to-Point With Participation Rate**
|
|
No Fee |
2% Fee* |
No Fee |
2% Fee* |
IncomeMark
Select and Select LT |
125%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
80%
|
120% |
85%
|
130% |
FlexMark
Select Plus and LT Plus |
55%
|
95% |
65%
|
105% |
|
One-Year Fixed Account
|
IncomeMark
Select and Select LT |
1.70% |
N/A |
FlexMark
Select and Select LT |
1.05% |
1.20% |
FlexMark Select Plus and LT Plus |
0.80% |
0.95% |