U.S Pacesetter Will Be Added to In Force Policies!

Your clients will soon have a new index option to choose from, the US Pacesetter No Cap Point-To-Point Strategy. The US Pacesetter Index is a U.S. focused volatility targeted index with an asset allocation methodology that aims to avoid complex models.

Clients you sold to in the past may not have had this option. Now they do!  Contact your clients to see if they are interested in this new option.

What policies can take advantage of this index strategy

• FlexLife and PeakLife IUL policies issued between 10/28/2019 and 09/24/2022 (except in NY)
• SurvivorLife IUL policies issued between 05/03/2021 and 09/24/2022 (except NY)

 For more information on the index, please refer to the flyer above.

Learn More

Indexed life and annuity products do not directly participate in any stock or equity investments. When discussing this or other index strategies
with your client, explain that this is not an investment in the market and that this is a method for crediting interest and disclose any cap, participation rate or threshold that will apply. For an Index with volatility control and the additional costs deducted from the Index value, the positive Index value change may be less than that of similar indices that do not include volatility control and do not deduct these costs. This may result in less interest that will be credited. When included in a fixed indexed life or annuity product with the protection of a 0% floor, the benefit of reduced downside will not be realized for index returns below 0%. There is no guarantee that index objectives will be met.