Fixed Indexed Annuity (FIA) Multi-Index Solver

Underwrite allocating indexed annuity capital across diversified indices and participation rates to capture equity market upside while guaranteeing a contractual 0.0% floor during market crashes.

Principal & Index Allocations

Initial Annuity Premium Invested ($ USD)

S&P 500 Index 1-Year Return (% - e.g. +14.5%)

Annual Cap Rate on S&P 500 Allocation (% - e.g. 9.25%)

Credited Interest & Protected Balance

Interest Credited to Contract at Policy Anniversary

+$37,000 Credited Cash Interest

New Protected Account Principal Floor

$437,000 Locked Balance (0% Downside Risk)

Effective Annual Compound Credited Yield

9.25% Net Credited Rate