Beacon Annuity Nexus - Indexed Annuity Market Intelligence

Indexed Annuity - Rate Update

Name		Date
AG Choice Index 10		12/10/2018
Power Index 5 Plus		12/10/2018
Power Index Plus		12/10/2018
Power Index Plus (firm specific)		12/10/2018
MEMBERS Zone Annuity 10		12/6/2018
MEMBERS Zone Annuity 5		12/6/2018
MEMBERS Zone Annuity 7		12/6/2018
Allianz Accumulation Advantage		12/4/2018
Athene Protector 5		12/3/2018
Athene Protector 7		12/3/2018

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%	3.00%	Go!
B	3.0%@87.50%	4.00%	Go!
C	84.0%@1.00%	2.33%	Go!
D	87.5%@1.00%	6.04%	Go!
E	87.5%@1.25%	7.11%	Go!
F	87.5%@1.35%	3.70%	Go!
G	87.5%@1.50%	8.35%	Go!
H	87.5%@1.55%	4.74%	Go!
I	87.5%@1.65%	3.20%	Go!
J	87.5%@1.75%	5.79%	Go!
K	87.5%@1.80%	5.87%	Go!
L	87.5%@1.90%	1.85%	Go!
M	87.5%@1.95%	7.53%	Go!
N	87.5%@2.00%	4.84%	Go!
O	87.5%@2.05%	3.56%	Go!
P	87.5%@2.10%	13.00%	Go!
Q	87.5%@2.25%	3.90%	Go!
R	87.5%@100.00%	6.25%	Go!
S	90.0%@1.00%	4.26%	Go!
T	90.0%@1.25%	6.43%	Go!
U	90.0%@1.50%	7.78%	Go!
V	91.0%@1.00%	5.63%	Go!
W	91.0%@1.55%	4.74%	Go!
X	100.0%@0.00%	7.93%	Go!
Y	100.0%@1.00%	5.82%	Go!
Z	100.0%@1.25%	5.19%	Go!

Code	Strategy*	Avg Cap.	Run
A	10 Year Point-to-Point with Cap Annual Reset	5.25%	Go!
B	2 Year Point-to-Point with Cap Annual Reset	8.91%	Go!
C	2 Year Point-to-Point with Cap Biennial Reset	8.67%	Go!
D	3 Year Point-to-Point with Cap Triennial Reset	18.50%	Go!
E	5 Year Point-to-Point with Cap 5 Year	36.00%	Go!
F	5 Year Point-to-Point with Cap 5 Year Reset	33.00%	Go!
G	5 Year Point-to-Point with Cap Annual Reset	4.88%	Go!
H	7 Year Point-to-Point with Cap Annual Reset	5.03%	Go!
I	Annual with Cap Annual Reset	1.30%	Go!
J	Annual Average with Cap Annual Reset	4.25%	Go!
K	Annual Bond Yield with Cap Annual Reset with Spread	4.96%	Go!
L	Annual Monthly, Sum with Cap Annual	2.33%	Go!
M	Annual Monthly, Sum with Cap Annual Reset	1.25%	Go!
N	Annual Point-to-Point with Cap 5 Year	43.56%	Go!
O	Annual Point-to-Point with Cap Annual	5.79%	Go!
P	Annual Point-to-Point with Cap Annual Reset	5.09%	Go!
Q	Annual Point-to-Point with Cap Biennial Reset	8.50%	Go!
R	Annual Point-to-Point with Cap Triennial	27.22%	Go!
S	Annual Point-to-Point with Cap Triennial Reset	14.25%	Go!
T	Annual Point-to-Point, Monthly Average with Cap Annual	1.30%	Go!
U	Daily Average with Cap Annual Reset	4.53%	Go!
V	Monthly Average with Cap Annual Reset	4.92%	Go!
W	Monthly Average with Cap Biennial Reset	11.83%	Go!
X	Monthly Cumulative Average with Cap Annual Reset	1.43%	Go!
Y	Monthly Monthly, Sum with Cap Biennial Reset	2.20%	Go!
Z	Monthly Point-to-Point with Cap Annual	1.78%	Go!
[	Monthly Point-to-Point with Cap Annual Reset	1.91%	Go!
\	Monthly Point-to-Point with Cap Biennial Reset	2.60%	Go!
]	Monthly Sum with Cap Annual	1.55%	Go!
^	Monthly Sum with Cap Annual Reset	1.59%	Go!
_	Monthly Sum with Cap Biennial Reset	1.63%	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.	4.46%	0.66%	Go!
6 Yr.	7.05%	0.25%	Go!
7 Yr.	3.64%	4.29%	Go!
8 Yr.	3.92%	3.30%	Go!
9 Yr.	3.32%	6.23%	Go!
10 Yr.	3.89%	5.01%	Go!
12 Yr.	3.68%	6.35%	Go!
14 Yr.	4.17%	6.35%	Go!
15 Yr.	3.43%	10.50%	Go!
16 Yr.	2.51%	10.00%	Go!

Surr Yr.	Avg Cap.	Run
4 Yr.	5.50%	Go!
5 Yr.	8.44%	Go!
6 Yr.	6.11%	Go!
7 Yr.	7.11%	Go!
8 Yr.	4.50%	Go!
9 Yr.	3.69%	Go!
10 Yr.	4.18%	Go!
12 Yr.	4.44%	Go!
13 Yr.	8.50%	Go!
14 Yr.	4.02%	Go!
15 Yr.	3.43%	Go!
16 Yr.	2.51%	Go!