New IncomeMark Select and FlexMark Select Series Rates, Effective 10/5/2020
|
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 |
1.85% |
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 |
1.15% |
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
1.15% |
3.10% |
1.30% |
3.35% |
FlexMark
Select Plus and LT Plus |
1.00% |
2.45% |
1.05% |
2.65% |
|
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 |
55%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
55%
|
95% |
65%
|
100% |
FlexMark
Select Plus and LT Plus |
30%
|
70% |
45%
|
75% |
|
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 |
50%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
50%
|
85% |
60%
|
90% |
FlexMark
Select Plus and LT Plus |
30%
|
60% |
40%
|
70% |
|
S&P 500 Two-Year Point-to-Point With Participation Rate**
|
|
No Fee |
2% Fee* |
No Fee |
2% Fee* |
IncomeMark
Select and Select LT |
15%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
15%
|
30% |
15%
|
35% |
FlexMark
Select Plus and LT Plus |
15%
|
20% |
15%
|
25% |
|
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 |
65%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
75%
|
115% |
80%
|
130% |
FlexMark
Select Plus and LT Plus |
50%
|
90% |
60%
|
100% |
|
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 |
60%
|
N/A |
N/A
|
N/A |
FlexMark
Select and Select LT |
70%
|
110% |
80%
|
120% |
FlexMark
Select Plus and LT Plus |
50%
|
85% |
60%
|
95% |
|
One-Year Fixed Account
|
IncomeMark
Select and Select LT |
0.65% |
N/A |
FlexMark
Select and Select LT |
0.70% |
0.85% |
FlexMark Select Plus and LT Plus |
0.45% |
0.60% |