Capital Appreciation • Capital Preservation
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Every month we highlight a Fixed Indexed Annuity that we believe is a cut above the rest, at that point in time. Our criteria include things such as Capital Appreciation, Capital Preservation, and Guaranteed Lifetime Income.
We are not paid by the Annuity Carriers for posting their product here and we can state unequivocally that we never will!
This month’s Annuity of the Month is the Nationwide Peak 10 Annuity. You have all heard of Nationwide; their roots date back to 1925 and with over $46.4 Billion in sales, $796 Million in Operating Profits and $274 Billion in Assets, AM Best has awarded them their coveted A+ Rating.
About the Peak 10
One of the Managed Indexes that drives the Growth of the Peak 10 Annuity is the The J.P. Morgan Cycle℠ Index, which is made up of five portfolio components.
- iShares Edge MSCI Minimum Volitility USA ETF
- iShares Edge MSCI USA Quality Factor ETF
- J.P.Morgan Core Bond Index
- iShares Edge MSCI USA Value Factor ETF
- iShares Edge USA Momentum Factor ETF
The index regularly rebalances among the five components based on the specific phase of the business cycle in order to achieve the highest equity weighting and maintain a 5% volatility target.
If you would like us to email you the Nationwide Peak 10 Consumer Guide please Click Here.
If you would like to speak with one of our Approved Advisors, so they can explain the Peak 10 in more detail, please Click Here.