What are the key benefits of incorporating NDXGEN5 into a fixed indexed annuity portfolio?

NDXGEN5 offers multiple advantages for fixed indexed annuity portfolios, including exposure to innovative market leaders, sophisticated risk management through monthly rebalancing, and a transparent, rules-based methodology. The index is specifically designed to help balance growth potential with stability, making it an attractive option for carriers seeking to enhance their product offerings.

How does NDXGEN5's monthly rebalancing feature benefit insurance products?

NDXGEN5's monthly rebalancing approach provides a dynamic way to adapt to market conditions while maintaining strategic allocation targets. This systematic process helps optimize the portfolio's performance potential while supporting risk management objectives, enabling insurance carriers to offer more resilient products to their clients.

What makes NDXGEN5 different from other fixed indexed annuity indices?

NDXGEN5 stands out through its unique combination of innovation-focused company selection, transparent rules-based methodology, and sophisticated risk management features. The index provides exposure to select companies from the Nasdaq-100 Index while incorporating monthly rebalancing and volatility controls, offering carriers a distinctive value proposition for their annuity products.

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Nasdaq Generations 5™ Index

NDXGEN5™ is a pioneering index solution designed specifically for insurance carriers seeking to enhance their fixed indexed annuity offerings.

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About NDXGEN5

Key Facts

The Nasdaq Generations 5™ Index (NDXGEN5™) is innovative product that captures the performance of the Nasdaq-100 Total Return™ Index (XNDX™), the Nasdaq Next Generation 100 Total Return™ Index (NGXT™), and 10- year (10Y) and 2-year (2Y) United States Treasury futures while targeting a constant 5% level of volatility. In doing so, this index combines the potential for meaningful returns with integrated safeguards and diversification. Through its advanced volatility management system and daily optimization, NDXGEN5™ enables carriers to offer robust products that can navigate diverse market environments with confidence.

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Inception Date	August 09, 2022
Ticker	NDXGEN5™
Type	Excess Return
Weighting	Volatility Driven
Rebalancing	Daily
Volatility Target	5.0%

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About NDXGEN5

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