ASSETSHIELD™ SERIES

Fixed Index Annuity

ASSET GROWTH ON YOUR CLIENT'S TIMELINE

The AssetShield series gives growth-minded clients opportunities to build their nest egg, without sacrificing any of their premium payments. There are multiple surrender charge periods to choose from with the AssetShield series, including the 5, 7 and 10 year options. Plus, the AssetShield BONUS 10-year which delivers a premium bonus on first-year payments. All AssetShield options offer ongoing growth potential with the ability to purchase higher crediting rates for a fee with the Performance Rate Rider. 

PREMIUM BONUS

The AssetShield BONUS 10 premium bonus allows you to put money to work from the start. Any premiums paid in year one are added to the contract value and receive a bonus 12% increase.

PERFORMANCE RATE RIDER

Clients can opt into increased caps or participation rates on elected crediting strategies, for a fee.

DIVERSE INDEX OPTIONS

BlackRock® Adaptive US Equity 7% Index 

This index is designed to deliver exposure to BlackRock’s iShares® Core S&P 500® ETF, three fixed income U.S. Treasury iShares® ETFs and a cash component, while adaptively rebalancing daily based on macro conditions.

Ticker: BAUSE7X

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S&P 500® (Equity only)

The Index includes 500 leading companies and captures approximately 80% of coverage available market capitalization. It is considered one of the best gauges of large-cap US equities and rebalances quarterly.
Ticker: SPX
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S&P 500® Dividend Aristocrats® Daily Risk Control 5% Excess Return Index

Index and a cash (interest-free) component. The underlying Aristocrats index includes equally weighted constituents that have followed a policy of consistently increasing dividends every year for at least 25 consecutive years.
Ticker: SPXD5UE
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ASSETSHIELD IN ACTION

Let’s take a closer look at a couple of hypothetical examples where pre-retirees with different accumulation objectives may consider using the AssetShield 10 or AssetShield BONUS 10 for their retirement asset growth goals.
MEET CAROLYN
  • Married to Dan and in their mid-50's
  • Soon to be an empty nesters
  • Primary financial priority: Long-term retirement asset growth
  • Key concern: Protected long-term accumulation
MEET REGINALD
  • Single and in his late-50's
  • Recent promotion at work
  • Primary financial priority: Jumpstarting his retirement assets
  • Key concern: Nest egg boost with principal protection
     

ASSETSHIELD RESOURCES

Complete the AssetShield Series
Product Training

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Learn more about the AssetShield Series by contacting
the American Equity Sales Team:

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