Can a Participation Index Strategy Match or Exceed the S&P 500®? When Measured Over Several Years...
Yes, It Can!
Client-Use Flyer Reveals the Facts!
MarketValue Index Mathemagic Flyer – click here
MarketSeven Index Mathemagic Flyer – click here
Index annuity owners enjoy the benefits of index-linked growth when stock prices rise, and value stability when stocks fall.
They also understand that this advantage comes at a cost – in the form of an adjustment to the index's actual growth – often in the form of a participation rate.
While earning 50% or less of the upside may seem like a modest portion in exchange for downside protection, consider that actual performance may match – or exceed – the index results when measured over several years.
Why? Because the years in which the index produces negative results have no impact on annuity values.
S&P 500® Index vs. Participation Index Account
at 50% and 43% Annualized Performance 1994-2018*