[Client-Ready Resource] A Path to Diversification and Accumulation

A diversified accumulation strategy can help clients limit exposure to any one particular index or strategy. The AssetShield fixed index annuity gives clients the opportunity to get the most out of their money by offering multiple 1- and 2-year crediting strategies, linked to multiple different indices.

3 Ways AssetShield Helps Clients Diversify Within Their Annuity

Crediting Strategy Options

• Monthly Point to Point Cap
• Annual Point to Point Participation
• 2-Year Point to Point Participation
• Exclusive Replacement Rate

Index Options

• S&P 500® Index
• S&P 500® Dividend Aristocrats® Daily Risk Control 5% Excess Return Index
• BofA Destinations Index®
• SG Global Sentiment Index
• CS Tech Edge Index

Performance Rate Rider Option

• Increase Cap, Participation and Replacement Rate for higher growth potential in exchange for a fee.