Our indices are managed by industry leaders
With the WealthLock SM Accumulator, you have an opportunity to track the returns of indices managed by leaders in the investment industry.
• Your premium return can be linked to one or more indices’ performance.
• Interest is then credited based on the index’s performance.
• If the index finishes a defined period at a higher value, the annuity earns interest up to certain limits. The premium paid for the annuity is not actually invested in stocks or bonds, so the principal is not at risk of being subject to market losses. Our partners The WealthLock SM Accumulator has partnered with three leaders in the investment industry to give annuity owners the opportunity to invest with the best without risking principal. We have several partners, listed below. FRANKLIN TEMPLETON offers an unmatched collection of independent investment managers with deep expertise and specialization across asset classes, investment styles, and geographies.
• 75+ years of asset management experience
• $1.4 trillion in assets under management The Franklin Factors US Index is a US multi-asset index designed to deliver consistent risk-adjusted returns. Franklin begins by screening 1,000 well-recognized US stocks and assigning to each one a score based on three key factors: quality, value, and momentum. Once the stocks have been scored, they are ranked, and the top 250 stocks become the index’s growth engine. During less volatile periods, the index emphasizes
WealthLock SM Accumulator
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