New in OR – Barclays Transitions Indices Available on 03/25/2025
ATTN: Oregon producers
Unlock new potential
Barclays Transitions Indices available on March 25
We’re excited to announce the addition of the Barclays Transitions Indices to Income Pay Pro® 10 and NAC BenefitSolutions® 10 fixed index annuities (FIAs).
The Indices will be available on the following crediting methods:
- Annual Point-to-Point with Participation Rate
- Two-Year Point-to-Point with Participation Rate
The Barclays Transitions Indices seek to provide investors with consistent exposure to equities and a dynamic combination of commodity and fixed-income assets. The Indices aim to provide broad-based exposure to US equities while seeking to stabilize performance throughout each economic cycle by incorporating commodities and longer-duration US treasuries. Each index transitions between allocation Trend Scenes based on market conditions using exclusive Dynamic Trend RotationTM.
To further manage risk, the Barclays Transitions 6% VC IndexTM aims to limit its annual volatility to a 6% target and the Barclays Transitions 12% VC IndexTM aims to limit its annual volatility to a 12% target using Barclays’ proprietary intraday volatility technology.
Get updated Oregon materials now
Income Pay Pro:
Brochure | Disclosure | Allocation form
NAC BenefitSolutions:
Brochure | Disclosure | Allocation form
Interest rate sheet | Forms chart