Enhanced growth opportunity The first-of-its kind Performance Strategy Ladder is a simple and automatic way to ladder premium into different strategy terms and automatically transfer to a new strategy term over a 5- or 7-year period. You can allocate your premium to any combination of a 1-year strategy and the Performance Strategy Ladder. The Performance Strategy Ladder is only available at contract issue.
Performance Strategy Ladder
20% 5 year
Benefit from innovative growth opportunities • Automatic
4 year
20%
The innovative “set it and forget it” approach automatically allocates your premium equally across five index account strategies with different term lengths. • Powerful Growth Opportunities Benefit from longer strategy options that offer higher index exposure. • Annual Crediting 20% of your initial premium is at the end of a term each year, offering the opportunity to credit interest annually while still benefiting from higher Participation Rates. 6
3 year
20%
2 year
20%
1 year
20%
Initial Premium
Strategy Term
This graphic only reflects the initial strategy term. You may transfer 20% of your initial premium each year to available 1-year strategy options. Electing to transfer funds out of the ladder before the end of the ladder period may result in not receiving the full benefit of this strategy. The minimum premium required for the Performance Strategy Ladder is $25,000.
For more information regarding the Performance Strategy Ladder transfer schedule, please refer to the illustration or the product disclosure.
6 A portion of the Performance Strategy Ladder is at the end of its term each year, giving you the opportunity to receive interest credits annually. While this strategy provides a potential credit in every year, annual interest credits greater than 0% are not guaranteed.
35636Z
5
PRT 1-23
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