Structured Settlement Funding Companies Elite – Fixed indexed annuities for accumulation purposes with extremely competitive interest rates. Various complementary indices, many of which offer only , elite growth potential.
Training is required before selling the annuity. To complete product training, visit the RegEd website
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Structured Settlement Funding Companies Elite
For product support or an illustration, contact the best sales force in the business at 888-ANNUITY.
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Discover 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 at an additional cost, which provides additional flexibility through several enhanced liquidity features.
Won by Structured Retail Products (SRP) as the business of the year, annuity. The purpose of the SRP Awards is to recognize the best buy-side and sell-side companies, and to identify the best service providers and distributors in the industry.
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Available only with Performance Elite® Fixed Indexed Annuities, this powerful “hands-free” allocation feature is an easy way to diversify your indexes for a balanced approach.
This method combines the custom index settings available in Performance Elite Fixed Indexed Annuities. The Diversified Target Blend consists of 60% multi-asset indices and 40% equity-focused indices.
It uses the power of artificial intelligence across a wide range of global equities, fixed income and inflation sensitive assets to turn data into market insights.
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Using the power of artificial intelligence, it evaluates and selects approximately 250 stocks of the 1,000 largest US companies based on financial health and management strength, as well as market sentiment, economic and geopolitical risks.
A dynamic and diversified index from a global banking powerhouse that provides exposure to multiple asset classes across three geographic regions.
It applies proprietary FC technology to stocks within the Nasdaq-100 and rebalances throughout the trading day to adapt more quickly and efficiently to ever-changing economic conditions.
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It offers dynamic exposure to US stocks in the S&P 500® with proprietary technology that strives for greater stability and performance by monitoring market movements and increasing rebalancing throughout the trading day.
A forward-looking index that leverages leading economic indicators to provide a more advanced understanding of the US macro environment and promotes a balanced allocation across stocks, commodities and bonds.
Choose from three preset strategic options based on your growth goals and risk tolerance. Each option applies the Diversified Target Blend to a specific mix of 1- and 2-year options or adds a strategic premium for even higher growth potential.
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Experience the benefits of an index credit ladder without the hassle of manual maintenance. Annual credit option for part of your money, with 2-year interest.
Access to hands-free index credit ladders with even greater growth potential. Possibility of annual credit and higher fees for an annual fee.
Choose one of three preset strategies based on your growth goals and risk tolerance. Click on the bar chart to learn more about the three preset strategy options.
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Apply the Diversified Target Blend to each 1-year strategy. This option provides index credit every year and you can lock in the profit every year free of charge.
It goes a step further than conservative options and applies the Diversified Target Blend equally to 1-year and 2-year options. This option automatically implements a ladder method that allows for the option of index credits each year, while also providing higher premiums in the 2-year option at no charge. See the next slide to see how the ladder works.
Apply Diversified Target Blend to both 1- and 2-year options. This Strategy Preset option automatically implements a laddering method that allows for the option of index loans each year, while providing higher growth potential in the 2-year rate with a strategic fee. See the next slide to see how the ladder works.
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At each contract anniversary, the renewal portion of the account value is automatically redistributed based on the Diversified Target Blend to help align with risk and return targets while saving time and effort.
See how each Strategy Preset option is regrouped over time for a specific version of Performance Elite. Click the drop-down menu to select the version you want and you can easily compare versions.
1 Fixed Strategy is also available with a 1-year warranty. 2 Withdrawals and transfers may be subject to federal and state income taxes and, except in certain circumstances, subject to IRS penalties if taken before age 59½. Withdrawals are not credited with index interest in the year of withdrawal. Withdrawals in excess of the free amount are subject to a Withdrawal Fee, market value adjustment and any premium bonus vesting adjustment which may result in a loss of capital. In Oregon, the Performance Elite 15 Plus Enhanced Free withdrawal amount is 0% in the first year and increases to 10% in the second year of the contract. 3 If an amount smaller than the Increased Free Withdrawal amount is paid in any contract year, the Increased Free Withdrawal amount will not increase in subsequent Contract Years. If a withdrawal is made in the current contract year, the increased free withdrawal amount is not available in the following contract year. 4 After the fourth policy year, the cash surrender value will never be less than the premium less premium taxes (if any) and previous withdrawals, including withdrawal fees, premium bonus vesting adjustments and market value adjustments for such withdrawals .
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