Structured Settlement Funding Companies Elite

Structured Settlement Funding Companies Elite

Structured Settlement Funding Companies Elite – Fixed indexed annuities built for accumulation with highly competitive rates. A variety of complementary indices, many exclusive to , provide elite growth potential.

Training is required for selling an annuity. To complete your product training, visit the RegEd site

Isi Kandungan

Structured Settlement Funding Companies Elite

Structured Settlement Funding Companies Elite

For product support or to run an illustration, contact the best Sales Desk in the company at 888-ANNUITY

Ranked: The World’s Top 50 Endowment Funds

Discover what makes Performance Elite one of the most popular accumulation-oriented FIAs on the market, year in and year out.

Structured Settlement Funding Companies Elite

Performance Elite Plus includes a Liquidity Rider, for a charge, which 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 buy-side and sell-side companies, as well as identify the best service providers and distributors in the industry.

Structured Settlement Funding Companies Elite

Two And Twenty: Explanation Of The Hedge Fund Fee Structure

This powerful, “hands-free” allocation feature only available with Performance Elite® fixed indexed annuities is the easy way to diversify indexes for a well-balanced approach.

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This methodology combines the custom index options available in Performance Elite fixed indexed annuities. 60% of the Diversified Target Blend consists of multi-asset indices, and 40% consists of equity-oriented indices.

Structured Settlement Funding Companies Elite

Uses the power of artificial intelligence across a broad set of global equities, fixed income and inflation-sensitive assets to turn data into market insights.

What Is The Best Business Structure For A Gym? (llc Vs. C Corp Vs. S Corp)

Uses the power of artificial intelligence to evaluate and select approximately 250 stocks from the 1,000 largest US companies based on financial health and management strength, as well as market sentiment, economic and geopolitical risks.

Structured Settlement Funding Companies Elite

A dynamic and diversified index of a global banking power that provides exposure to a variety of asset classes across three geographic regions.

Apply patented FC technology to the stocks within the Nasdaq-100 and rebalances throughout the trading day to adapt faster and more efficiently to constantly changing economic conditions.

Structured Settlement Funding Companies Elite

Bank For International Settlements: Definition, Function, History

Provides dynamic exposure to US stocks in the S&P 500® with patented technology that strives for increased stability and performance by monitoring market movements and rebalancing the trading day.

A progressive index that benefits leading economic indicators for an advanced reading in the US macro environment and informing a balanced allocation across stocks, commodities and bonds.

Structured Settlement Funding Companies Elite

Choose from three options preset strategies based on growth goals and risk tolerance. Each option applies the Diversified Target Blend to a set mix of 1- and 2-year options or adds a strategic charge for even higher growth potential.

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Experience the benefit of index credit ladder without the hassle of manual maintenance. Annual credit potential on a portion of your money with 2-year rates.

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Structured Settlement Funding Companies Elite

Access to hands-free index credit ladder with even more growth potential. Potential for annual crediting and higher rates for an annual fee.

Choose one of three preset strategy options based on your growth goals and tolerance for risk. Click on the bar chart to learn more about each of the three options for set strategies.

Structured Settlement Funding Companies Elite

Microsoft 2023 Annual Report

Apply Diversified Target Blend to all 1-year strategies. This option offers potential for index credits each year and locks in profits each year without a fee.

Going one step further than the conservative options, Diversified Target Blend applies equally to 1- and 2-year options. This option automatically implements a ladder method to allow the potential for index credits each year, while also providing higher rates in the 2-year no-fee option. See the next slide to learn how laddering works.

Structured Settlement Funding Companies Elite

Apply the Diversified Target Blend equally to 1 and 2 year options. This Strategy Preset option automatically implements a ladder method to allow for the potential for index credits each year, while also providing higher growth potential in the 2-year rates with a strategic charge. See the next slide to learn how laddering works.

Sell Side Vs. Buy Side

On each contract anniversary, the renewal portion of the account value is automatically distributed based on the Diversified Target Blend to help easily stay aligned with risk and return goals, while saving you time and effort.

Structured Settlement Funding Companies Elite

See how each Strategy Preset option is reassigned over time for a given version of Performance Elite. Click on the dropdown to select a desired version and easily compare between versions.

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1 A fixed strategy with a guarantee of 1 year is also available. 2 Withdrawals and surrenders may be subject to federal and state income taxes and, except under certain circumstances, will be subject to an IRS penalty if they are prior to age 59½. Withdrawals are not credited with index interest in the year they are taken. Withdrawals above the free amount are subject to a withdrawal fee, market value adjustment and any Premium Bonus Vesting adjustment that may result in the loss of principal. In Oregon, the Performance Elite 15 Plus Enhanced Free withdrawal amount is 0% in the first year and increases to 10% beginning in the second contract year. 3 If a withdrawal of less than the Enhanced Free Withdrawal Amount is paid in each contract year, the Enhanced Free Withdrawal Amount will not be increased in future contract years. If a withdrawal is taken in the current contract year, the Enhanced Free Withdrawal Amount is not available in the next contract year. 4After the fourth contract year, the Cash Surrender Value will never be less than the premium less premium taxes (if applicable) and prior withdrawals, including withdrawal charges, Premium Bonus Vesting adjustment and market value adjustment on those withdrawals.

Structured Settlement Funding Companies Elite

Tim Pearce, Partner, Investment Management

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