October 14, 2021
Credit Suisse Balanced Trend Index: The Value of Volatility Control
The participation rate for our Credit Suisse strategy did not change!
In a time when the marketplace seems unpredictable and volatile, your clients may be looking for a smoother ride. Balanced Trend is a custom index designed to rebalance assets when market conditions fluctuate and it seeks to deliver higher value in a volatile market. By smoothing out the ups and downs, it aims to offer your clients more predictable interest crediting potential in the long term.
For clients seeking a strategy with international exposure, we offer the Credit Suisse Balanced Trend as a global multi-asset strategy index.
Make sure you review IUL product features and Credit Suisse Balanced Trend index illustration design:
Product Features:
- For FlexLife, the bonus structure, the Interest Bonus, optimizes illustrated values for your clients under the new regulation and varies according to index crediting strategy. Get to know the current bonus rates for FlexLife.
- For PeakLife, clients have a choice between the new Interest Bonus and the Enhancer Bonus options at issue, giving them the flexibility to choose their bonus features. Get to know the current bonus rates for PeakLife.
Illustration Features:
- Credit Suisse Balanced Trend index is the default strategy, offering your clients the largest Interest Bonus for both FlexLife and PeakLife.
- Loan rates can be adjusted upward for Participating Variable and Standard Loans.
Visit the IUL eKit for all update marketing and training materials.
