The Power of Excess Return Performance

AssetShield®, our flagship accumulation fixed index annuity, offers several key benefits for your growth minded clients, including a variety of index-linked crediting options to consider. One of those options is the S&P 500® Dividend Aristocrats® Daily Risk Control 5% Excess Return Index, which provides the benefits of strength, stability and security.  

Strength
Consists of companies from the S&P 500 that have 25+ consecutive years of increasing dividends

Stability
Confidence that money is guarde3d against index volatility, providing a consistent outlook on growth potential

Security
68.34% of the total return on the S&P 500 was attributed to dividends from calendar years 2011-2021

As your clients consider their index options, this flyer can help them understand how an excess return index, like the S&P 500® Dividend Aristocrats® Daily Risk Control 5% Excess Return Index, could be a powerful part of their allocation strategy.