|
|
|
|
Enter the desired Strategy 2 allocation and assumed rate for this illustration. The assumed rate can be no less than the guaranteed rate or exceed the rate set by the Company. Click Strategy Allocation and Rate Grid link to make changes to the allocation or interest rate in future years.
Strategy 2 – S&P500 Point to Point Threshold guarantees that the Threshold Rate will be no more than 20%. If an Earnings Cap is declared, it is guaranteed to be no lower than 5%. The Participation Rate is guaranteed at 100%.