AnnuityNexus Log In
Indexed Annuity - Rate Update
 Name Date
 Symetra Edge Plus - 5 Year 8/22/2017
 Symetra Edge Plus - 7 Year 8/22/2017
 Symetra Edge Premier 8/22/2017
 Symetra Edge Pro - 5 Year 8/22/2017
 Symetra Edge Pro - 7 Year 8/22/2017
 Marquis Centennial 7 8/16/2017
 Indextra 10-year 8/15/2017
 Indextra 7-year 8/15/2017
 Lincoln Covered Choice 5 8/15/2017
 Lincoln New Directions 6 8/15/2017
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  1.3%@100.00% 1.69% Go!
B  3.0%@87.50% 4.00% Go!
C  80.0%@1.00% 2.54% Go!
D  84.0%@1.00% 2.37% Go!
E  87.5%@1.00% 3.94% Go!
F  87.5%@1.35% 2.69% Go!
G  87.5%@1.65% 1.95% Go!
H  87.5%@1.80% 4.33% Go!
I  87.5%@1.90% 1.55% Go!
J  87.5%@1.95% 5.69% Go!
K  87.5%@2.00% 4.31% Go!
L  87.5%@2.05% 2.65% Go!
M  87.5%@2.10% 10.00% Go!
N  87.5%@2.25% 3.15% Go!
O  90.0%@1.00% 4.14% Go!
P  91.0%@1.00% 4.34% Go!
Q  100.0%@0.00% 6.07% Go!
R  100.0%@1.00% 4.23% Go!
Code Strategy* Avg Cap. Run
A 10 Year Point-to-Point with Cap Annual Reset 4.10% Go!
B 2 Year Point-to-Point with Cap Annual Reset 8.69% Go!
C 2 Year Point-to-Point with Cap Biennial Reset 6.61% Go!
D 3 Year Point-to-Point with Cap Triennial Reset 15.25% Go!
E 5 Year Point-to-Point with Cap 5 Year Reset 25.00% Go!
F 5 Year Point-to-Point with Cap Annual Reset 3.50% Go!
G 7 Year Point-to-Point with Cap Annual Reset 3.65% Go!
H Annual with Cap Annual Reset 1.30% Go!
I Annual Average with Cap Annual Reset 4.38% Go!
J Annual Bond Yield with Cap Annual Reset with Spread 5.19% Go!
K Annual Monthly, Sum with Cap Annual Reset 1.25% Go!
L Annual Point-to-Point with Cap Annual 4.50% Go!
M Annual Point-to-Point with Cap Annual Reset 4.02% Go!
N Annual Point-to-Point with Cap Annual Reset and Performance Multiplier 10.00% Go!
O Annual Point-to-Point with Cap Biennial Reset 5.25% Go!
P Annual Point-to-Point with Cap Triennial Reset 8.25% Go!
Q Annual Point-to-Point, Monthly Average with Cap Annual 1.30% Go!
R Daily Average with Cap Annual Reset 3.28% Go!
S Monthly Average with Cap Annual Reset 3.84% Go!
T Monthly Average with Cap Biennial Reset 11.64% Go!
U Monthly Bond with Cap Annual Reset 1.75% Go!
V Monthly Cumulative Average with Cap Annual Reset 1.37% Go!
W Monthly Monthly, Sum with Cap Biennial Reset 1.73% Go!
X Monthly Point-to-Point with Cap Annual Reset 1.58% Go!
Y Monthly Point-to-Point with Cap Biennial Reset 1.85% Go!
Z Monthly Sum with Cap Annual Reset 1.54% Go!
[ Monthly Sum with Cap Biennial Reset 1.13% 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. 2.75% 1.00% Go!
6 Yr. 5.28% 0.25% Go!
7 Yr. 4.63% 1.00% Go!
8 Yr. 2.84% 3.02% Go!
9 Yr. 2.64% 6.65% Go!
10 Yr. 2.75% 4.73% Go!
12 Yr. 3.04% 7.00% Go!
14 Yr. 3.96% 5.84% Go!
15 Yr. 3.00% 9.50% Go!
16 Yr. 2.54% 10.00% Go!
Surr Yr. Avg Cap. Run
4 Yr. 3.55% Go!
5 Yr. 3.79% Go!
6 Yr. 5.97% Go!
7 Yr. 4.49% Go!
8 Yr. 4.28% Go!
9 Yr. 3.35% Go!
10 Yr. 3.32% Go!
12 Yr. 3.59% Go!
13 Yr. 4.25% Go!
14 Yr. 3.80% Go!
15 Yr. 3.00% Go!
16 Yr. 2.54% Go!