Top #1 and #3 Ranked FIA Accumulation Crediting Strategies
Bring diversified growth potential to your client’s accumulation strategy with AssetShield. This five, seven or 10 year fixed index annuity product offers multiple one-and two-year crediting strategies. These are linked to a fixed strategy or a selection of index-linked multi-asset and equity indices, including two of the top three two-year index crediting strategies for all fixed index annuties.*
| AssetShield 2-year point to point with 210% participation rate | ||
|---|---|---|
| Rank | Index | Annualized Return |
| #1* | SG Global Sentiment Index | 11.85% (1.5% annual fee) |
| #3* | Credit Suisse Tech Edge Index | 11.33% (1.5% annual fee) |
For hypothetical demonstrations of a $100,000 AssetShield contract, we prepared a guide that walks through the different indices and strategies available.
*Top 25 Carrier and Product, Indexalyzer. 05/12/21