[WEBINAR] Deep Dive into the Credit Suisse Balanced Trend Index from National Life Group

Art and Science of Indexing Webinar Series

Indexes for universal life and annuities provides a unique way of crediting interest to policyholders with upside potential and downside protection. Yet simple on the surface, there is a complexity underneath that many agents have difficulty navigating. This special mini series will walk you through how indexing works, a tour through all of NLG’s indexes, how boosters and enhancers work, and a deep dive into the Credit Suisse Balanced Trend index. Throughout these sessions you will not only learn the science behind indexing but also the art of how to position them with clients.

Markets are finnicky and unpredictable yet volatility control indexes, such as the Credit Suisse Balanced Trend index, are designed to smooth the ups and downs.  In this final session of the four-part series, you will learn:

• What the Credit Suisse Balanced Trend index’s investment methodology is and how its ‘adaptive’ allocation strategy works.
• The benefits of diversification across asset classes over time.
• The answers to these questions: How do they make decisions day to day on trading? What asset classes can they purchase options on? Why can they offer a 130% participation rate and no cap?  Why do they watch the VIX Index so closely – what is it and why is it important?
• The Credit Suisse Balanced Trend index’s historical results.
• How to position this index with your clients among all the other choices.

Facilitator: Matt Bell

Panelists: Lyndon Clark, Derek Slater, Stephanie Burmester, Steve Wallach and Alex Gropper from Credit Suisse