Saving for Retirement
Are you equipped for the road ahead?
Diversify Your Clients' Retirement Savings Portfolios
Foundations Annuity offers more ways to accumulate retirement savings, without market risk.
We have added index accounts based on two new Indices to the Foundations lineup - equipping you with even more crediting strategies designed to address various market conditions. From inflation and volatility to risking/falling rate environments and economic growth - we offer the diversification you and your clients need for the road ahead.
Choose from Annual and 2-year Point to Point Index Accounts within each Index (available on new and existing contracts).
S&P Multi-Asset Risk Control (MARC) 5%
This Index provides multi-asset diversification within a simple framework by tracking the performance of a risk-weighted portfolio consisting of three asset classes (Equities, Commodities, and Fixed Income).
This Index aims to perform during multiple market environments:
- Rising and falling rate environments
- Elevated volatility
- High inflation and/or weak US Dollar market
Morningstar Wide Moat Focus Barclays VC 7%
This Index creates a diversified portfolio by combining U.S. stocks selected based on the Economic Moat investment philosophy with a portfolio of four Barclays US Treasury Future indices.
This Index aims to provide stable returns based on the long-term strength of its selected stocks across multiple sectors.
Foundations Annuity Accumulation and Income Case Study
This case study examines how a 50/50 allocation into our newest Annual Point to Point Index accounts compares to a traditional 60/40 investment portfolio.
When Is Zero Your Hero?
This sales idea looks at the hypothetical calendar-year and daily rolling interest credits of all the Annual Point to Point Index accounts offered in Foundations Annuity.
Check out our current Foundations Annuity rates. You can also subscribe to our bi-weekly email rate updates.