Last year we added the First Trust Barclays Edge Index strategies to our registered index-linked annuities. We are excited to announce that the First Trust Barclays Edge Index strategies are now also available on our fixed-indexed annuities! 

The First Trust Barclays Edge Index is a multi-asset index seeking to provide equity and fixed income exposure through a combination of indices, while aiming to control risk by maintaining a volatility target at or below 7%. The Index is on an excess return basis, which means it returns the index performance in excess of risk-free rates. 

The First Trust Barclays Edge Index strategies offer: 

  • An opportunity to earn interest based, in part, on the performance of the First Trust Barclays Edge Index
  • Guaranteed participation rates and caps for term
  • Flexibility to move funds out of the multi-year strategies during the participation rate lock or cap lock period
  • An opportunity for a level of stability in renewal rates
  • And more! 

Share our "Understanding the First Trust Barclays Edge Index" brochure and our "First Trust Barclays Edge Index 1-Year Analysis" flier below with your clients who are interested in learning more. 

             


At MassMutual Ascend, the status quo isn't a status we ever want. We strive to always provide you and your clients with what you need, when you need it. That’s why we are excited to add the First Trust Barclays Edge Index strategies to our fixed-indexed annuities!

For more information about the new Index and product availability, visit MMAscendConnect.com/login