Performance Triggered

[scagnt83]

Im trying to find out which companies offer performance triggered accounts.

I have:
LFG
Anico
ING
Genworth
Midland
North American
American Equity


Does anyone know of any other performance triggered options out there on the market?

 

[Tahoe Ray]

Im trying to find out which companies offer performance triggered accounts.

I have:
LFG
Anico
ING
Genworth
Midland
North American
American Equity


Does anyone know of any other performance triggered options out there on the market?

Add F&G and Phoenix (unless you're looking A- or better only)

 

[scagnt83]

Add F&G and Phoenix (unless you're looking A- or better only)

Do you know what their current triggered rates are?

 

[Josh Landis]

Do you know what their current triggered rates are?

F&G:
Prosperity Elite 7 - 3.5%
Prosperity Elite 10 - 4.0%
Prosperity Elite 14 - 4.75%
Index Choice 10 - 2.25%
Accumulator Plus 10 - 4.75%
Accumulator Plus 14 - 5.75%

Not sure about Phoenix.

 

[Tahoe Ray]

Do you know what their current triggered rates are?

F&G is 3.5% to 5.75% depending on the surrender/product line (they have that crediting option on several of their products).

I don't know on Phoenix...I just remember that they have one (b/c I did something similar in making a list a while back...)

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F&G:
Prosperity Elite 7 - 3.5%
Prosperity Elite 10 - 4.0%
Prosperity Elite 14 - 4.75%
Index Choice 10 - 2.25%
Accumulator Plus 10 - 4.75%
Accumulator Plus 14 - 5.75%

Not sure about Phoenix.

Or what Josh said...

 

[scagnt83]

Thanks guys!

4.75% on the 10 year is very strong.

 

[Josh Landis]

Thanks guys!

4.75% on the 10 year is very strong.

Agreed, it's a pretty good deal, I would look at splitting it 50/50 as a good strategy.

 

[cloisbarton]

LegendMark -10 year declared rate 6.85% and 14 year declared rate 7.10% (1% fee for those options) or No Fee options of 10 year 4.90% and 14 year 5.10%.

 

[ScottLFB]

Can I ask why you're only looking for performance triggered account options? Are you looking for that highly volatile year when the market does 0.01% and your client gets the 4.50%? If so you should be adding the Inverse Trigger to that investment strategy.