With the Equal Weight allocation option from Oceanview Life, we offer a simplified way to allocate among available crediting strategies within the annuity.
Equal Weight
Allocation Option
A Simplier Way to Allocate Across Strategies
Choosing how to allocate across crediting strategies can feel overwhelming. The Equal Weight option offers a straightforward approach- automatically allocating your premium evenly across four available crediting strategies, each linked to a specified index:
- S&P 500®
- Nasdaq-100®
- Russell 2000®
- MSCI World Index
Each receives a 25% allocation, resulting in an equal allocation across the selected strategies at the time of allocation. Index performance is used to determine interest credits, subject to applicable caps, spreads, or other limitations. This allocation does not represent direct investment in any index or guarantee diversification or investment performance.
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