PrimeStart Bonus 10 SM in action
PrimeStart Bonus 10 SM index account options
The charts and table below illustrate a hypothetical example of how a $100,000 initial premium payment in the PrimeStart Bonus 10 SM fixed index annuity can kick-start, recover, and accelerate your retirement savings. With built-in features like a 10% premium bonus (additional $10,000) and the Lowest Starting Index Value, you are in a better position to: • Utilize the combination of a premium bonus, and tax-deferred growth to boost your index returns when markets perform well. • Potentially increase both the size and likelihood of index gains. Harnessing the power of the Lowest Starting Index Value An example of how a drop in the initial index value can impact growth with the Lowest Starting Index Value (Lowest 90 Days) feature.
Franklin SG Select Index
Seeks to provide stable, consistent returns by implementing a responsive strategy that adapts its exposure to changing market environments. The index combines a robust equity allocation model designed by Franklin Templeton with a proprietary volatility control mechanism engineered by Societe General that acts to further mitigate risk by maintaining an annual volatility of 5%.
S&P 500 ® Index
Widely considered the leading benchmark of the U.S. equities market, the Standard & Poor’s 500 Index includes 500 of the largest companies on the New York Stock Exchange and NASDAQ.
First 90 Days
Lowest Starting Index Value
Issue Date (6/1/2022)
Comparison
4,400.00 4,200.00 4,000.00 3,800.00 3,600.00 3,400.00 3,200.00
4,101.23
Beginning Account Value
$110,000 $110,000
3,666.77
Beginning Index Value
4101.23
3666.77
End of Term Index Value
4221.02
4221.02
Gross Return 2.92% 15.12% Net Return using a 9.00% cap 2.92% 9.00% End of Term Account Value $113,212 $119,900
6/1/2022
7/1/2022
8/1/2022
9/1/2022
Full One-Year Term
4,400.00 4,200.00 4,000.00 3,800.00 3,600.00 3,400.00 3,200.00
Goldman Sachs Canopy Index
First Trust Capital Strength ® Barclays 10% Index
2.92% net return
Designed to combine a regime-based asset allocation strategy with an alternative investment strategy through exposure to two portfolios. The index provides exposure to equity, treasuries, inflation-linked bonds, commodities and alternatives. It is subject to an 8% volatility control feature and a 0.5% annualized deduction rate.
Provides exposure to U.S. equities and treasuries–selects 50 large- cap U.S. stocks in the NASDAQ and utilizes an equally weighted portfolio of four Barclays U.S. Treasury futures indexes to capture optimal risk- adjusted returns.
6/1/2022
9/1/2022
12/1/2022
3/1/2023
6/1/2023
This chart is a representation of fixed index annuity growth under varying market/index conditions and is not meant to represent the performance of any Delaware Life fixed index annuity product. This chart assumes no fees, charges, or withdrawals are taken from the FIA during the illustrated period and reinvestment of dividends is not included. The hypothetical performance of the fixed index annuity, as illustrated, assumes a $100,000 initial premium payment and a $10,000 (10%) premium bonus, a cap of 9.0% (using a 1-Year Point-to-Point with Cap crediting option) and assumes no withdrawals or surrender charges during the period shown. Different index-based strategies and interest-crediting options may produce different results. The amount of index interest credited at the end of the term year may be limited by index rates. Guarantees are backed by the financial strength and claims-paying ability of Delaware Life Insurance Company (Zionsville, IN).
Delaware Life PrimeStart Bonus 10 SM Fixed Index Annuity
Delaware Life PrimeStart Bonus 10 SM Fixed Index Annuity
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