2 Benefit from choices and diversification Select from multiple crediting strategies that allow you to diversify your retirement dollars and potentially benefit from index increases — while your principal remains protected from market downturn.
Fixed Rate Strategy
A fixed interest rate is set at issue, guaranteed for the contract year and can change annually. Designed to deliver exposure to the iShares® Core S&P 500® ETF, this index is subject to a 7% target volatility that incorporates its U.S. Treasury iShares® ETF and cash components with the ability to rebalance daily Multi-asset index comprised of both national and global asset classes, allowing for broad diversification and boosting growth potential. By actively allocating across 10 global asset classes — including equities, fixed income and alternatives — the index provides risk management, with a dynamic approach to allocation based on market trends and the ability to pivot as needed due to market volatility. Index that focuses on growth and seeks to optimize performance by dynamically combining US equities, bonds, and cash, and matching the equity allocation strategy to one of four economic cycles — recovery, expansion, slowdown, or contraction. Addresses risk with daily allocation adjustments and additional intra- day risk management as needed. Consists of 500 leading U.S. stocks and is a common benchmark of the stock market. The S&P 500® Index is widely regarded as the best single gauge of large-cap U.S. equities. Volatility control index that consists of the S&P 500® members that have consistently increased dividends every year for at least 25 consecutive years. This index crediting strategy is designed to provide added stability by limiting risk exposure and measuring the market performance on a daily basis using the most consistent, dividend-producing companies on the S&P 500® Index.
BlackRock Adaptive U.S. Equity 7% Index TM Ticker: BAUSE7X
Franklin Global Trends Index SM Ticker: FTGTREND
Invesco Dynamic Growth Index Ticker: IIDGROW
S&P 500 ® Index Ticker: SPX
S&P 500 ® Dividend Aristocrats ® Daily Risk Control 5% Excess Return Index Ticker: SPXD5UE
3 Boost your potential for long-term success The optional Performance Rate Rider (PRR) gives you the opportunity to increase participation rates on your annuity’s crediting strategies. It can boost the amount of interest credited to your annuity, while the cost for applying the PRR to your selected crediting strategies won’t change for the length of the annuity’s surrender charge period.
• BlackRock Adaptive US Equity 7% Index TM • Franklin Global Trends Indez SM • Invesco Dynamic Growth Index The PRR can be added to these index options with participation rates*:
• S&P 500® Index • S&P 500® Dividend Aristocrats® Daily Risk Control 5% Excess Return Index
The innovative Participation Rate for Term (par-for-term) crediting strategy, guarantees the participation rate determined at contract issue will not change for the surrender charge period of the annuity contract. Additional premium added after contract issue cannot be allocated to the par-for-term strategy.
*Performance Rate Rider not available on 2-Year index options featuring Participation Rate for Term.
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Eagle Select® Focus 7
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