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

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