October 29, 2020
An Index Option for Today’s Markets
IUL product updates 2020: Find out what makes Credit Suisse Balanced Trend an appealing choice in today’s market.
In a time when the marketplace seems unpredictable and volatile, many gravitate toward financial solutions that can offer a smoother ride. Investors are also approaching today’s market with solutions that smooth out the many ups and downs a volatile market can bring, using custom indexes to address the concern. A custom index can be designed with the goal of providing less volatility. In turn, it may offer more stable returns and, when offered as an index strategy in an indexed insurance product, help your clients who are seeking the potential for more consistent indexed interest crediting.
At National Life Group, we recognized that shifting trends called for an index crediting option that sought to provide lower volatility. When we relaunched our suite of IUL products in 2019, we introduced Balanced Trend, an indexed strategy designed to be more attractive in tougher times.
How does Balanced Trend offer a smoother ride in today’s market?
Balanced Trend operates much like an SUV switching from 2- to 4- wheel drive for a better ride when road conditions change. As a custom index, it rebalances assets when market conditions change in order to smooth out market volatility, giving the customer a more comfortable ride.
As we prepare for updates coming to our IUL products and illustrations on December 12, learn more about the changes and the benefits of our IUL Index Crediting choices.
