Three Steps to Diversified Accumulation

Getting the Most of AssetShield 

A diversified accumulation strategy can help clients limit exposure to any one particular index or strategy. The AssetShield fixed index annuity helps clients get the most out of their money by offering multiple 1 and 2 year crediting strategies, linked to their choice of indices, and the option to choose a crediting rate. 

3 Ways to Diversify AssetShield Allocations

Crediting Strategy Options 

• Monthly Point to Point Cap
• Annual Point to Point Participation 
• 2-Year Point to Point Participation 
• Exclusive Replacement Rate

Index Options

• S&P 500®
• S&P 500® Dividend Aristocrats® Daily Risk Control Excess Return Index 
• BofA Destinations Index®
• SG Global Sentiment Index
• Credit Suisse Tech Edge Index 

Performance Rate Rider Option
Increase Cap, Participation and Replacement Rate in exchange for a fee and higher growth potential.