AssetShield 9 Trackable and transparent indices managed by third-party financial institutions.
SG Global Sentiment Index A global excess return index that uses six cross asset capital market indicators to assess market sentiment and determine whether the market is in a growth, intermediate or shrinking phase. Once the market phase is determined, the index allocates assets across a predetermined global and diverse asset base including ETFs and domestic, European and Asian indices. Ticker: SGIXSENT S&P 500 ® Index (Equity only) Considered one of the best gauges of large-cap U.S. equities, it consists of 500 leading publicly traded companies in the U.S., covers approximately 80% available market capitalization, and rebalances quarterly. Ticker: SPX S&P 500 ® Dividend Aristocrats ® Daily Risk Control 5% Excess Return Index Offers exposure to S&P 500 ® Dividend Aristocrats ® Index, consisting of companies in the S&P 500 Index that have consistently increased dividends in each of the past 25 consecutive years, with the added stability of a cash (interest-free) component. Ticker: SPXD5UE
BlackRock ® Adaptive U.S. Equity 7% Index This index is designed to deliver exposure to BlackRock’s iShares ® Core S&P 500 ® ETF, three fixed income U.S. Treasury iShares ® ETFs and a cash component, while adaptively rebalancing daily based on macro conditions. Ticker: BAUSE7X BofA Destinations Index™ (Multi-Asset) Designed in collaboration with Bank of America, this exclusive-to-American Equity volatility control index aims to deliver stability and growth in changing
market conditions. Ticker: BOFADST5 UBS Tech Edge Index (Multi-Asset)
The excess return index combines four U.S. tech- and biotech-focused ETFs and two fixed income components. It utilizes a cutting-edge target volatility control mechanism, powered by Salt Financial, to identify changing market conditions by using a combination of intraday and end-of-day data. Ticker: CSEATEDG
Locked In Growth All crediting strategies automatically reset on an annual or biennial basis, depending on the strategy term, at which time any earned interest is locked in and cannot be lost due to index declines.
$100,000 $110,000 $115,000 $120,000 $125,000
1 Because the principal is protected from market volatility, the return will never be less than zero due to index declines. 2 The contract value can continue to grow when the index increases, without needing to recoup losses from index declines. 3 The automatic reset locks in any interest credited to the contract value at the end of each term.
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$95,000
Contract Value Index Performance
$90,000 $85,000
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