New IncomeMark Select and FlexMark Select Series Rates, Effective 9/5/2021
|
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 |
3.15% |
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
3.10% |
5.10% |
3.60% |
5.45% |
FlexMark
Select Plus and LT Plus |
2.60% |
4.50% |
2.80% |
4.65% |
|
Russell 2000®
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 |
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 |
90%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
45%
|
90% |
55%
|
95% |
FlexMark
Select Plus and LT Plus |
25%
|
65% |
35%
|
70% |
|
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 |
85%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
40%
|
80% |
50%
|
85% |
FlexMark
Select Plus and LT Plus |
20%
|
55% |
30%
|
65% |
|
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 |
115%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
70%
|
110% |
75%
|
125% |
FlexMark
Select Plus and LT Plus |
45%
|
85% |
55%
|
95% |
|
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 |
115%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
70%
|
110% |
75%
|
120% |
FlexMark
Select Plus and LT Plus |
45%
|
85% |
55%
|
95% |
|
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% |