A New Index from Fidelity Investments
Market fluctuations seem to be the only constant these days. In addition to looking for death benefit protection, you may be searching for new ways to help clients manage this volatility, while also growing their policy’s potential cash value.
Introducing the Fidelity Multifactor Yield IndexSM 5% ER
A rules-based index that blends six equity factor indices with U.S. Treasuries, and uses a dynamic allocation approach that seeks to reduce volatility to deliver more consistent returns over time.
Highlights:
- Participation rate of 135% on currently marketed indexed universal life insurance products1
- Allocations to this index will see the account value charge reduced to zero1
- Exclusive to North American, as part of Sammons® Financial Group
Why Fidelity?
- $3.4 trillion in assets under management2
- 50+ years of quantitative and factor investment experience2
- More than 385 research professionals globally2
The new index is available on all of North American’s currently marketed indexed universal life insurance products. Talk to new and existing clients to see if allocating funds to this index makes sense for them!
1. Participation rate and account value charge rate are not guaranteed.
2. Source: Fidelity Investments, Asset data of 9/30/2020, https://institutional.fidelity.com/app/indices/IXXMH/fidelity-multifactor-yield-index.html