The New 60/40 Approach
Empower Your Client’s Retirement Strategies In Today’s Dynamic Market
Introducing Oceanview's Suite of Crediting Strategies
Simplifying Retirement Planning for Every Client
Index Growth Comparison: 2003-2023
See the last 20 years of growth across the S&P 500, Russell 2000, and Nasdaq-100
Principal Protection & Achieving Long-Term Financial Goals
See how a FIA can be strategically positioned to achieve long-term financial goals all while protecting principal.
Anchoring Allocations
Learn how allocating your savings across multiple products and durations can “anchor” your money into competitive, guaranteed rates with better liquidity options.
Getting Back to the Surface
Take a deep dive on overcoming losses and how a higher rate of return is needed to get back to an original account value.
Russell 2000 Crediting Strategy
Learn further details on our Russell 2000 crediting strategies.
Nasdaq-100 Crediting Strategy
Learn further details on our Nasdaq-100 crediting strategies.
S&P 500 Par Rate Strategy Options
Harbourview FIA participation rate options on the S&P 500