Index Options Diversified Growth Potential with Trackable and Transparent Indices
BlackRock ® Adaptive U.S. Equity 5% 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: BAUSE5X 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
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 ® (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-
end-of-day data. Ticker: CSEATEDG
free) component. Ticker: SPXD5UE
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
Contract Value Index Performance
First two years, contract value increases with index and
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3
automatically resets at contract anniversary. 2 Year three, index declines but contract value is protected from negative index change. 3 Year four, due to automatic reset, positive changes in the index allow the contract value to grow without having to recoup from loss in down year.
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2
$95,000
$90,000 $85,000
Start
Year 1
Year 2 Year 3 Year 4
EstateShield 9
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