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Indexed Annuity - Rate Update
 Name Date
 Lincoln OptiBlend 10 6/18/2025
 Lincoln OptiBlend 5 6/18/2025
 Lincoln OptiBlend 5 (TD) 6/18/2025
 Lincoln OptiBlend 7 6/18/2025
 Lincoln Optiblend 7 (TD) 6/18/2025
 Secure Horizon Plus 6/12/2025
 Foundations Annuity 5 6/9/2025
 Foundations Annuity 7 6/9/2025
 F&G Safe Income Advantage 6/6/2025
 Harbourview 10 6/6/2025
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   9.61% Go!
B  87.5%@0.15% 4.63% Go!
C  87.5%@1.00% 113.07% Go!
D  87.5%@1.90% 9.04% Go!
E  87.5%@2.00% 8.10% Go!
F  87.5%@2.65% 6.96% Go!
G  87.5%@2.80% 10.55% Go!
H  87.5%@2.85% 101.49% Go!
I  87.5%@2.90% 9.04% Go!
J  87.5%@3.00% 11.92% Go!
K  87.5%@3.25% 8.63% Go!
L  87.5%@87.50% 9.69% Go!
M  90.0%@0.15% 4.63% Go!
N  90.0%@1.00% 8.60% Go!
O  90.0%@2.35% 14.70% Go!
P  90.0%@2.65% 23.49% Go!
Q  90.0%@2.80% 11.00% Go!
R  90.0%@3.00% 10.86% Go!
S  91.0%@2.65% 17.47% Go!
T  91.0%@2.85% 12.55% Go!
U  91.0%@3.00% 8.43% Go!
V  100.0%@0.00% 8.64% Go!
W  100.0%@1.00% 3.73% Go!
X  100.0%@2.80% 10.24% Go!
Y  100.0%@3.00% 13.71% Go!
Code Strategy* Avg Cap. Run
A 2 Year Point-to-Point with Cap Biennial 22.28% Go!
B 2 Year Point-to-Point with Cap Biennial Reset 10.75% Go!
C 3 Year Point-to-Point with Cap Triennial 25.56% Go!
D 3 Year Point-to-Point with Cap Triennial Reset 16.75% Go!
E 5 Year Point-to-Point with Cap 5 Year 57.77% Go!
F 5 Year Point-to-Point with Cap 5 Year Reset 62.50% Go!
G 5 Year Point-to-Point with Cap Annual 52.00% Go!
H 5 Year Point-to-Point with Cap Annual Reset 6.63% Go!
I 7 Year Point-to-Point with Cap Annual 7.75% Go!
J Annual with Cap Annual 8.25% Go!
K Annual Monthly Average with Cap Annual 672.40% Go!
L Annual Monthly Average with Cap Annual Reset 9.56% Go!
M Annual Monthly Sum with Cap Annual 2.31% Go!
N Annual Monthly Sum with Cap Annual Reset 2.09% Go!
O Annual Point-to-Point with Cap Annual 9.24% Go!
P Annual Point-to-Point with Cap Annual Reset 55.55% Go!
Q Monthly Point-to-Point with Cap Annual 1.85% Go!
R 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. 8.98% 1.00% Go!
7 Yr. 9.21% 1.00% Go!
8 Yr. 4.28% 6.50% Go!
9 Yr. 839.06% 9.76% Go!
10 Yr. 234.84% 11.12% Go!
14 Yr. 4.50% 12.83% Go!
Surr Yr. Avg Cap. Run
0 Yr. 428.75% Go!
3 Yr. 10.58% Go!
4 Yr. 11.29% Go!
5 Yr. 11.58% Go!
6 Yr. 2.84% Go!
7 Yr. 21.17% Go!
8 Yr. 5.45% Go!
9 Yr. 144.69% Go!
10 Yr. 37.08% Go!
12 Yr. 5.03% Go!
14 Yr. 5.68% Go!
15 Yr. 9.00% Go!