WealthVest, in partnership with Aspida, offers new Lighthouse Index from Janus Henderson and Societe Generale

Aspida’s WealthLock Accumulator fixed index annuity offers two crediting strategies linked to the Janus SG Lighthouse Index

WealthVest, a financial services marketing and wholesaling firm, in conjunction with Aspida Life Insurance Company (“Aspida”), a life insurance and annuity company, is now offering crediting strategies on an exclusive index from Societe Generale and Janus Henderson Investors on Aspida’s WealthLockSM Accumulator Fixed Index Annuity.

The WealthLock Accumulator FIA, distributed solely by WealthVest’s nationwide wholesaling team, enables consumers to take advantage of 1- and 2-year point-to-point participation and point-to-point cap rate strategies on the Janus SG Lighthouse Index. The FIA is now available in more than 35 states and features 7- and 10-year products, penalty-free withdrawals, a nursing home endorsement, a terminal illness waiver, and a bailout rate feature.

“Particularly in turbulent market conditions, many investors are seeking ways to find stability in their investment and retirement strategies. We are excited to be able to provide Janus SG Lighthouse Index, which seeks to harness the power of transparency, in this innovative product offering from Aspida and Wealthvest. We believe that well-constructed strategies such as the Lighthouse Index can help investors find stability using Fixed Index Annuities,” said Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors.

Relying on historical observations, the Janus SG Lighthouse Index delivers transparency and foresight to consumers by selecting stocks that have recently provided earnings guidance. Historically, companies that provide earnings guidance delivered better returns than their peers. Janus Henderson developed this index methodology alongside Societe Generale, a leading European investment bank and financial services firm, who created the systematic bond allocation strategy and will be supporting the Janus SG Lighthouse Index.

“We partnered with Janus Henderson Investors to build an investment solution aimed at navigating agitated markets while providing exposure to high potential stocks. The Janus SG Lighthouse Index is the result of this effort. The Index includes our proprietary ‘Smart Duration Signal’ which seeks to efficiently adjust portfolio allocations between equities and bonds. The equity portion of the Index provides exposure to companies that offer transparency in their earnings expectations in an effort to improve performance outcomes,” said Natasha Dadlani with Global Markets Insurance Solutions.

For more information on WealthLock SM Accumulator, rates or the index, contact the WealthVest sales desk at 1-866-221-2615 or visit http://www.aspida.com/wealthlock-accumulator.

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