Confidently plot a course to retirement with Chartline.
Our fixed indexed annuity with an accumulation guarantee.
Choices with
Chartline.
Allocate the premium among a lineup of Model Portfolios, index strategies, and a fixed strategy to customize the accumulation strategy.
Model Portfolios
Model Portfolios may be elected to diversify premium among multiple strategies. Funds may be reallocated in or out of a Model Portfolio at the end of each crediting term. Funds allocated to a Model Portfolio will automatically rebalance on each contract anniversary based on the initial model allocation percentages.
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15% S&P 500® with Cap
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15% Nasdaq-100 with Cap
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15% Dow Jones Industrial Average® with Cap
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20% STOXX Europe 600 with Cap
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15% S&P 500® Daily Risk Control 15% with Participation Rate
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20% NYSE Bonds and Commodities with Participation Rate
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40% S&P 500® with Cap
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30% Nasdaq-100 with Cap
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30% Dow Jones Industrial Average® with Cap
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50% S&P 500® with Cap
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30% S&P 500® Daily Risk Control 15% with Participation Rate
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20% NYSE Bonds and Commodities with Participation Rate
Individual Strategies
In addition to Model Portfolios, premium may be allocated to individual strategies. These allocations can be used in conjunction with or without Model Portfolios. The total sum of allocations between Model Portfolios and individual strategies must equal 100%.
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1-Year S&P 500® with Cap, Participation Rate and Trigger
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1-Year Nasdaq-100 with Cap, Participation Rate and Trigger
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1-Year Dow Jones Industrial Average® with Cap
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1-Year STOXX Europe 600 with Cap
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1-Year S&P 500® Daily Risk Control 15% with Participation Rate and Trigger
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1-Year NYSE Bonds and Commodities with Participation Rate
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1-Year Fixed Strategy
Get to know our index providers.
With Chartline, the premium can be allocated to index strategies that credit interest based on their performance. All of our index providers are well-known and have long-term track records, so annuity owners can make informed decisions based on historical performance.
Catch up
when behind.
Enjoy guaranteed accumulation at no cost.
Chartline includes a minimum interest guarantee that secures a minimum level of accumulation at the end of the withdrawal charge period.
Minimum Interest Guarantee
With the Minimum Interest Guarantee feature, Chartline offers something that many index annuities do not: guaranteed accumulation. At the end of the withdrawal charge period, if the contract value is less than the benefit base, the contract value will be automatically increased to the value of the benefit base.
Chartline Documents
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