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Indexing Illustration – The Benefits of Downside Protection Below is a comparison of $100,000 invested this century in stocks reflected by the movement of the S&P 500® total return including dividends (red line) and the interest credited under an Indexingmethod using the S&P 500 © witha hypothetical capof 13% anda floor of 0% (green line). 2 This comparison does not include any charges for the mortality costs of life insurance nor any stock investment fees, so theactual comparative valuesmayvary fromwhat is shown.
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$332,996 6.91% average annual return
$40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 $200,000 $220,000 $240,000 $260,000 $280,000 $300,000 $320,000 $340,000
13.00%
9.54%
11.39% 0.00%
21.83%
13.00%
13.00%
11.96%
12.78% 0.00%
13.69% 1.38%
13.00%
32.39%
$257,799 5.40% average annual return
13.00% 3.53% 0.00%
16.00%
8.99% 3.00%
13.00%
15.79% 5.49%
15.06% 2.11%
0.00% 0.00% 0.00%
-9.10%
26.46%
10.88% 4.91%
28.68%
-11.89%
-37.00%
-22.10%
00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 AnnualChange in theS&P500®w/GrowthCap (13%)andGrowthFloor (0%) AnnualTotalReturnof theS&P500®
Source:Yahoo FinanceGSPCHistoricalPrices,Wikipediaand StandardsandPoors.com
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1 Thishistoricalperformanceof theS&P500® isnot intendedasan indicationof its futureperformanceand isnotguaranteed. Thisgraph isonly intended todemonstratehow theS&P500®,excluding dividends,wouldbe impactedby thehypotheticalgrowth capof13%and thehypothetical floorof0%,and isnotapredictionofhowany IndexedUniversal Life Insuranceproductmighthaveoperatedhad it existedover theperioddepictedabove.Theactualhistoricalgrowthofan IULproductexistingover theperioddepictedabovemayhavebeenhigheror lower thanassumed,and likelywouldhave fluctuated subject toproductguarantees.
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