AnnuityNexus Log In
Indexed Annuity - Rate Update
 Name Date
 Lincoln Covered Choice 5 II 11/18/2024
 Lincoln FlexAdvantage 5 11/18/2024
 Lincoln FlexAdvantage 7 11/18/2024
 Lincoln OptiBlend 10 11/18/2024
 Lincoln OptiBlend 5 11/18/2024
 Lincoln OptiBlend 7 11/18/2024
 Keystone Index 10 11/18/2024
 Keystone Index 5 11/18/2024
 Keystone Index 7 11/18/2024
 Reliance Accumulator 10 11/18/2024
Indexed Annuity - Product Search
 Name Run
 Indexed Annuity - By Company Go!
 Indexed Annuity - By Purchaser-Driven Criteria Go!
Indexed Annuity - Reporting
 Name Run
 All Waivers Go!
 Flexible Premium Products by Surrender Charge Period Go!
 Products by Minimum Initial Guaranteed Percent Go!
 Products with Vesting Schedules by Years of Vesting Go!
 Riders by Type Go!
 Single Premium Products by Surrender Charge Period Go!
 Single with Additional Contributions by Surrender Charge Period Go!
Indexed Annuity Rate Statistics
 Average Cap Rates by Min. Guarantees  Average Cap Rates by Crediting Strategy
Code Guarantee Avg Cap Rate Run
A   9.13% Go!
B  87.5%@0.15% 4.24% Go!
C  87.5%@1.00% 173.38% Go!
D  87.5%@2.00% 6.99% Go!
E  87.5%@2.10% 8.85% Go!
F  87.5%@2.45% 9.02% Go!
G  87.5%@2.75% 7.81% Go!
H  87.5%@2.80% 13.79% Go!
I  87.5%@2.85% 8.26% Go!
J  87.5%@3.00% 9.83% Go!
K  87.5%@3.25% 8.56% Go!
L  87.5%@87.50% 8.82% Go!
M  90.0%@0.15% 3.81% Go!
N  90.0%@1.00% 9.28% Go!
O  90.0%@2.35% 9.65% Go!
P  90.0%@2.45% 8.76% Go!
Q  90.0%@3.00% 10.44% Go!
R  91.0%@3.00% 10.43% Go!
S  100.0%@0.00% 8.64% Go!
T  100.0%@1.00% 3.62% Go!
U  100.0%@3.00% 12.95% Go!
Code Strategy* Avg Cap. Run
A 2 Year Monthly Average with Cap Biennial Reset 17.55% Go!
B 2 Year Point-to-Point with Cap Biennial 11.50% Go!
C 2 Year Point-to-Point with Cap Biennial Reset 9.75% Go!
D 3 Year Point-to-Point with Cap Triennial 25.32% Go!
E 3 Year Point-to-Point with Cap Triennial Reset 16.00% Go!
F 5 Year Point-to-Point with Cap 5 Year 51.70% Go!
G 5 Year Point-to-Point with Cap 5 Year Reset 47.50% Go!
H 5 Year Point-to-Point with Cap Annual 16.70% Go!
I 5 Year Point-to-Point with Cap Annual Reset 6.63% Go!
J 7 Year Point-to-Point with Cap Annual 7.80% Go!
K Annual with Cap 5 Year 7.25% Go!
L Annual Monthly Average with Cap Annual 1,005.55% Go!
M Annual Monthly Average with Cap Annual Reset 9.16% Go!
N Annual Monthly Sum with Cap Annual 2.23% Go!
O Annual Monthly Sum with Cap Annual Reset 1.90% Go!
P Annual Point-to-Point with Cap 5 Year 7.99% Go!
Q Annual Point-to-Point with Cap 5 Year Reset 9.55% Go!
R Annual Point-to-Point with Cap 7 Year 11.18% Go!
S Annual Point-to-Point with Cap Annual 8.45% Go!
T Annual Point-to-Point with Cap Annual Reset 62.45% Go!
U Annual Point-to-Point with Cap Biennial 9.00% Go!
V Monthly Point-to-Point with Cap Annual 1.85% Go!
W Monthly Point-to-Point with Cap Annual Reset 1.85% Go!
  * AR: Annual Reset, PM: Performance Multiplier
 Average Cap Rate Bonus Products  Average Cap Rate All Products
Surr Yr. Avg Cap. Avg Bonus Run
5 Yr. 7.53% 1.00% Go!
7 Yr. 7.83% 1.00% Go!
8 Yr. 3.53% 6.50% Go!
9 Yr. 672.88% 7.73% Go!
10 Yr. 225.50% 11.78% Go!
14 Yr. 6.20% 11.54% Go!
Surr Yr. Avg Cap. Run
0 Yr. 428.30% Go!
3 Yr. 9.88% Go!
4 Yr. 10.13% Go!
5 Yr. 11.16% Go!
6 Yr. 2.90% Go!
7 Yr. 23.37% Go!
8 Yr. 4.29% Go!
9 Yr. 157.97% Go!
10 Yr. 38.19% Go!
12 Yr. 5.03% Go!
14 Yr. 5.95% Go!
15 Yr. 8.88% Go!