What is the S&P 500 Dividend Aristocrats Daily Risk ...
Eagle Life Insurance Company?
What is the S&P 500? Dividend Aristocrats? Daily Risk Control 5% Index?
Since 1926, dividends have contributed roughly a third of all equity returns, with capital gains contributing the remaining two thirds.1 To leverage this, S&P put together the S&P 500? Dividend Aristocrats? Daily Risk Control 5% Index series. The index is comprised of equally weighted stocks that meet two major criteria:
? Membership in the S&P 500
? Have offered an increasing dividend payment continuously over at least the last 25 years
The Eagle Select? Series offers access to the S&P 500? Dividend Aristocrats? Daily Risk Control 5% Index on an annual point-to-point crediting method with a spread rather than a cap. While the index calculation excludes dividends, it still gives your client access to a stable selection of stocks that have met or exceeded the dividend goals of the index. This index is a good match for clients who want to receive interest credits based on a more restricted list of equities and are comfortable with a spread rather than a cap.
Example of Crediting Calculation
Index as of Jan 1
1,000
Index as of Dec 31
1,057
Percent Change
5.7%
Spread
1.5%
Total Return
4.2%
The index also features a risk control element. On a daily basis, S&P allocates a portion of the invested funds into an interest accruing cash component to maintain a target volatility of 5%.
Within the Eagle Select Series, the index is available as an annual-point-to-point. See the table to the left for a hypothetical example to show you how returns are calculated.
For more information on the S&P 500? Dividend Aristocrats? Daily Risk Control 5% Index and the Eagle Select? Series, please call the Eagle Life Sales Desk at 866.405.9913.
01/08/15
For Representative use only. Not for solicitation or advertising with the public. 1. S&P 500? Dividend Aristocrats Methodology, S&P Dow Jones Indices: Eagle Select? is an indexed annuity product issued by Eagle Life Insurance Company? This product does not participate directly in any stock, bond, or equity investments. You are not buying any shares of any stock or the S&P 500? Index. The "S&P?" is a product of S&P Dow Jones Indices LLC ("SPDJI"), and has been licensed for use by Eagle Life Insurance Company?. Standard & Poor's? and S&P? are registered trademarks of Standard & Poor's Financial Services LLC ("S&P"); Dow Jones? is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); Standard & Poor's?, S&P? are trademarks of the SPDJI; and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Eagle Life Insurance Company?. Eagle Life Insurance Company's? fixed indexed annuities are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P?.
Eagle Life Sales Desk: 866.405.9913 Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not a Deposit | Not insured by any federal government agency
Eagle Life Insurance Company? | 6000 Westown Parkway | West Des Moines, IA 50266
14-EL-0027
EAGLE LIFE INSURANCE COMPANY?
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