EX-99.(R) 9 d916559dex99r.htm HISTORICAL CURRENT LIMITS ON INDEX GAINS Historical Current Limits on Index Gains

1-Year Term Strategy Account Options

 

Current rates effective on: 

    10/7/2024      11/11/2024      12/16/2024 

Strategy Account Option with Cap

   Cap

S&P 500 Index with 10% Buffer

   17.00%    17.00%    17.00%

S&P 500 Index with 20% Buffer

   11.00%    11.00%    11.75%

Nasdaq-100 with 10% Buffer

   17.00%    17.00%    18.00%

Strategy Account Option with Trigger

   Trigger

S&P 500 Index with 10% Buffer

   10.00%    10.50%    10.50%

Nasdaq-100 with 10% Buffer

   12.00%    12.50%    12.50%

Strategy Account Option with Dual Direction with Cap

   Cap

S&P 500 Index with 10% Buffer

   11.75%    11.75%    11.75%

Nasdaq-100 with 10% Buffer

   13.50%    13.50%    14.00%

3-Year Term Strategy Account Options

 

Current rates effective on: 

   10/7/2024    11/10/2024    12/16/2024

Strategy Account Option with Lock 30

     Lock        Buffer        Lock        Buffer        Lock        Buffer  

S&P 500 Index with 10% Buffer

   30%    10.00%    30%    10.00%    30%    10.00%

Strategy Account Option with Lock 40

   Lock    Buffer    Lock    Buffer    Lock    Buffer

S&P 500 Index with 10% Buffer

   40%    10.00%    40%    10.00%    40%    10.00%

Strategy Account Option with Lock 50

   Lock    Buffer    Lock    Buffer    Lock    Buffer

S&P 500 Index with 10% Buffer

   50%    10.00%    50%    10.00%    50%    10.00%

6-Year Term Strategy Account Options

 

Current rates effective on: 

    10/7/2024      11/10/2024      12/16/2024 

Strategy Account Option with Cap

   Cap

S&P 500 Index with 10% Buffer

   600.00%    600.00%    600.00%

S&P 500 Index with 20% Buffer

   300.00%    300.00%    300.00%

Strategy Account Option with Participation

   Participation

S&P 500 Index with 10% Buffer

   108.00%    108.00%    108.00%

S&P 500 Index with 20% Buffer

   100.00%    100.00%    100.00%

Strategy Account Option with Dual Direction with Cap

   Cap

S&P 500 Index with 10% Buffer

   300.00%    300.00%    300.00%

S&P 500 Index with 20% Buffer

   100.00%    100.00%    100.00%

Strategy Account Option with Cap Secure

   Cap

S&P 500 Index with 10% Buffer

   12.50%    12.50%    12.50%

 

Current rates effective on: 

   10/7/2024    11/10/2024    12/16/2024

Strategy Account Option with Lock 50

     Lock        Buffer        Lock        Buffer        Lock        Buffer  

S&P 500 Index with 10% Buffer

   50%    10.00%    50%    10.00%    50%    10.00%

Strategy Account Option with Lock 75

   Lock    Buffer    Lock    Buffer    Lock    Buffer

S&P 500 Index with 10% Buffer

   75%    10.00%    75%    10.00%    75%    10.00%

Strategy Account Option with Lock 100

   Lock    Buffer    Lock    Buffer    Lock    Buffer

S&P 500 Index with 10% Buffer

   100%    10.00%    100%    10.00%    100%    10.00%