Structured Settlement Funding Companies Elite – Fixed indexed annuities designed for accumulation with very competitive rates. A variety of complementary indices, many of which are proprietary to , provide elite growth potential.
Training is required before selling an annuity. To complete your product training, visit the RegEd website
Isi Kandungan
Structured Settlement Funding Companies Elite
For product assistance or to complete an illustration, contact the industry’s best sales office at 888-ANNUITY.
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Find out what makes Performance Elite one of the most popular accumulation-focused FIAs on the market, year after year.
Performance Elite Plus includes a liquidity rider, for a fee, that provides additional flexibility through several enhanced liquidity features.
Was recognized by Structured Retail Products (SRP) as Deal of the Year, Annuities. The SRP Awards are designed to recognize the best buying and selling companies, as well as identify the best service providers and distributors in the industry.
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This powerful “hands-free” allocation feature, available only with Performance Elite® Fixed Indexed Annuities, provides a simple way to diversify indexes for a well-rounded approach.
This methodology combines the custom index options available in Performance Elite fixed indexed annuities. 60% of the Diversified Target Blend is made up of multi-asset indices and 40% is made up of equity-focused indices.
Uses the power of artificial intelligence across a wide range of global assets sensitive to equities, fixed income and inflation to transform data into market insights.
Tim Pearce, Partner, Investment Management
Uses the power of artificial intelligence to evaluate and select approximately 250 stocks from the 1,000 largest U.S. companies based on financial health and management strength as well as market sentiment and economic and geopolitical risks.
A dynamic and diversified index of a global banking powerhouse that provides exposure to a range of asset classes across three geographic regions.
Applies patented FC technology to Nasdaq-100 stocks and rebalances throughout the trading day to adapt more quickly and efficiently to changing economic conditions.
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Offers dynamic exposure to U.S. S&P 500® stocks with patented technology that aims to increase stability and performance by monitoring market movements and rebalancing throughout the trading day.
A forward-looking index that leverages key economic indicators for an advanced reading of the US macroeconomic environment and to inform a balanced allocation between stocks, commodities and bonds.
Choose one of three predefined strategy options based on growth goals and risk tolerance. Each option applies the diversified target mix to a defined mix of 1- and 2-year options or adds a strategy fee for even greater growth potential.
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Discover the benefits of index credit laddering without the hassle of manual maintenance. Annual credit potential on part of your money with rates over 2 years.
Access hands-free index credit laddering with even more growth potential. Possibility of annual credit and higher rates for an annual fee.
Choose one of three predefined strategy options based on your growth goals and risk tolerance. Click the bar chart to learn more about each of the three predefined strategy options.
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Applies a diverse target mix to all 1-year strategies. This option offers the potential for index credits each year and lock-in of gains each year without fees.
Goes a step further than the conservative options and applies the diversified target mix equally to the 1 and 2 year options. This option automatically implements an installment method to allow for the possibility of index credits each year while offering higher rates in the 2-year no-fee option. See the next slide to see how the scale works.
Apply Diversified Target Blend equally to the 1 and 2 year options. This predefined strategy option automatically implements a laddering method to allow for the potential of index credits each year while also providing the potential for higher 2-year rate growth with strategy fees. See the next slide to see how the scale works.
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At each contract anniversary, the renewal portion of the account value is automatically redistributed based on the diversified target mix to help you easily stay aligned with risk and return goals while saving time and effort.
Learn how each predefined policy option is reassigned over time for a given version of Performance Elite. Click the drop-down menu to select the version you want and easily compare the versions.
1 A fixed strategy with a one-year guarantee is also available. 2 Withdrawals and redemptions may be subject to federal and state income taxes and, except in certain circumstances, will be subject to an IRS penalty if made before age 59½. Withdrawals are not credited with index interest in the year they are made. Withdrawals in excess of the free amount are subject to withdrawal fees, market value adjustment and any bonus vesting adjustments which may result in loss of capital. In Oregon, the Performance Elite 15 Plus Enhanced Free Withdrawal amount is 0% in the first year and increases to 10% starting in the second year of the contract. 3 If a withdrawal less than the enhanced free withdrawal amount is made in a contract year, the enhanced free withdrawal amount in future contract years will not be increased. If a withdrawal is made in the current contract year, the enhanced free withdrawal amount is not available in the following contract year. 4After the fourth year of the contract, the surrender value will never be less than the premium less taxes on premiums (if applicable) and previous withdrawals, including withdrawal fees, bonus vesting adjustment premium and market value adjustment on these withdrawals.
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