S&P 500 Index
UNLIMITED GROWTH WITH DOWNSIDE PROTECTION
GREATER OPPORTUNITIES | MORE FLEXIBILITY | OVERALL PROTECTION
The S&P 500 Plan provides investors access to 500 leading stocks representing the most widely held companies from all sectors of the economy.
Award Winning Product
For multiple years, the S&P 500 Index has been named ‘Best International Savings Plan’ by International Investment and International Adviser, prominent publications for international independent financial advisors and wealth management professionals serving expatriate and cross-border clients worldwide.
Unique Advantages
Principal Protected
Principal protection derived from structured notes provided by highly rated financial institutions
No Downside Risk
Ability to participate in stock market growth without the downside risk
Flexible Solutions
Flexibility to choose a plan that fits individual needs with 10, 15 and 20 year options.
S&P 500 Index Composition
Index Composition as of December 29, 2023.
TOP 10 COMPANIES BY WEIGHT:
Key Features
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Regular Contribution Plan
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Investment Terms: 10, 15, and 20 years
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Currency: USD ($)
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Principal Protected
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100% Participation in the growth of the S&P 500 Index
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Ability to participate in stock market growth without the downside risk