Market-Linked Growth With WealthLock® Accumulator

Named to Barron’s 100 Best Annuities on July 26, 2024.

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Aspida’s WealthLock® Accumulator is exclusively available to financial professionals through your dedicated WealthVest wholesaling team.

WealthLock® Accumulator

A Single Premium Deferred Fixed Index Annuity (FIA)
Guarantee Periods: 5-, 7-, & 10-Years
Crediting Methods: Fixed Interest Rate, Index Cap Rates, Performance Trigger Rates, Participation Rates, 2- and 5-Year High Watermark Participation Rates with QuarterLock®
Linked Indices: S&P 500®, Nasdaq-100 Index®, Invesco Peak II Index, S&P Global Diversified 7.5% Index1, and BofA USA Growth FC 10 Index
Linked ETFs/Trusts: iShares Gold Trust, iShares Real Estate ETF, and iShares MSCI EAFE ETF

Demonstrate how 60/40 portfolio values have declined and how alternatives exist with this guide from our partner WealthVest.

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What are your clients’ needs?

Accumulation Planning

Support your clients’ retirement goals with strategies for market-linked growth and tax-deferred accumulation, including:

Protection Planning

Help your clients plan and protect their retirement from volatile market conditions with the following ideas and strategies:

White Glove Service

Deliver speed, simplicity, and security to your clients with our streamlined processes:

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1 The full name of the S&P Global Diversified 7.5% Index is S&P Global Diversified 7.5% TCA 0.7% Decrement Index (USD) ER.