SELECT YOUR GROWTH STRATEGY CHOICE OF INDEXED ACCOUNTS
You may choose to allocate your contract value to one or a combination of accounts, which earn interest based on the positive performance of the Nasdaq-100 ® Index, the S&P 500 ® Index or the Smart Passage SG Index. TM 9
ABOUT THE NASDAQ-100 INDEX The Nasdaq-100 Index (NDX ® ) includes 100 of the largest
STANDARD INDEXED ACCOUNTS 10
domestic and international non- financial companies listed on The
1-year Nasdaq-100 (participation rate) 2-year Nasdaq-100 (participation rate) 1-year S&P 500 (cap rate) 1-year S&P 500 (participation rate) 2-year S&P 500 (participation rate) 1-year Sunrise Smart Passage SG (participation rate) 2-year Sunrise Smart Passage SG (participation rate)
Nasdaq Stock Market based on market capitalization. The Index reflects companies across major industry groups including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology. It does not contain securities of financial companies including investment companies.
ABOUT THE S&P 500 INDEX The S&P 500 Composite Stock Price Index (S&P 500) is widely regarded as the best single gauge of U.S. large Cap Equities. Comprised of 500 major companies, the S&P 500 Index includes representation from the leading industries of the U.S. economy.
ABOUT THE SMART PASSAGE SG INDEX 10 The Smart Passage SG Index from Societe Generale uses a three-step stock selection process with the goal of outperforming its benchmark, the S&P 500, by focusing on low volatility stocks. Index account strategies linked to the Smart Passage SG Index use the Sunrise Crediting
ENHANCED PARTICIPATION RATE INDEXED ACCOUNTS WITH STRATEGY FEE 10 1-year Nasdaq-100 (enhanced participation rate) 2-year Nasdaq-100 (enhanced participation rate) 1-year S&P 500 (enhanced participation rate) 2-year S&P 500 (enhanced participation rate) 1-year Sunrise Smart Passage SG (enhanced participation rate) 2-year Sunrise Smart Passage SG (enhanced participation rate)
method, which sets the highest month’s return in each year of the account segment to zero prior to calculating index credits.
More information on how each strategy works is found in the Indexed Accounts Supplement, available through your insurance producer.
9. Each account requires a minimum allocation of at least 10% of your premium or $2,000. The contract does not directly participate in any stock, bond or equity investment. Dividend payments and distributions are not received from any index or component of any index. 10. The Smart Passage SG Index was launched in 2019. Any index performance shown in illustrations and hypothetical examples for periods prior to the index launch dates is based on historical backcasting using hypothetical data. Past performance is not indicative of future results. Multi-year accounts/strategies are not available in New Hampshire. Other state limitations may apply. Nassau may add, substitute or discontinue indexed accounts in the future.
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