WealthVest, in partnership with Aspida, offer new Lighthouse Index from Janus Henderson and Societe Generale

– Aspida’s WealthLockSM Accumulator Fixed Index Annuity offers two crediting strategies linked to the Janus SG Lighthouse Index –

BOZEMAN, Mont.
Aug. 2, 2022

WealthVest, a financial services marketing and wholesaling firm, in conjunction with Aspida Life Insurance Company (“Aspida”), a life insurance and annuity company, are now offering crediting strategies on an exclusive index from Societe Generale and Janus Henderson Investors on Aspida’s WealthLockSM Accumulator Fixed Index Annuity.

The WealthLockSM Accumulator FIA, distributed solely by WealthVest’s nationwide wholesaling team, enables consumers take advantage of 1- and 2-year point-to-point participation and point-to-point cap rate strategies on the Janus SG Lighthouse Index. The FIA is now available in more than 35 states and features 7- and 10-year products, penalty-free withdrawals, a nursing home endorsement, a terminal illness waiver, and a bailout rate feature.

“Particularly in turbulent market conditions, many investors are seeking ways to find stability in their investment and retirement strategies. We are excited to be able to provide Janus SG Lighthouse Index, which seeks to harness the power of transparency, in this innovative product offering from Aspida and Wealthvest. We believe that well-constructed strategies such as the Lighthouse Index can help investors find stability using Fixed Index Annuities,” said Nick Cherney, Head of Exchange Traded Products, Janus Henderson Investors.

Relying on historical observations, the Janus SG Lighthouse Index delivers transparency and foresight to consumers by selecting stocks that have recently provided earnings guidance. Historically, companies that provide earnings guidance delivered better returns than their peers. Janus Henderson developed this index methodology alongside Societe Generale, a leading European investment bank and financial services firm, who created the systematic bond allocation strategy and will be supporting the Janus SG Lighthouse Index.

“We partnered with Janus Henderson Investors to build an investment solution aimed at navigating agitated markets while providing exposure to high potential stocks. The Janus SG Lighthouse Index is the result of this effort. The Index includes our proprietary ‘Smart Duration Signal’ which seeks to efficiently adjust portfolio allocations between equities and bonds. The equity portion of the Index provides exposure to companies that offer transparency in their earnings expectations in an effort to improve performance outcomes” – Natasha Dadlani, Global Markets Insurance Solutions.

For more information on WealthLockSM Accumulator, rates or the index, contact the WealthVest sales desk at 1-866-221-2615 or visit www.aspida.com/wealthlock-accumulator.

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About WealthVest

WealthVest is one of the leading distributors of fixed, fixed index, registered index-linked and variable annuities—as well as structured products— to U.S. financial advisors. WealthVest’s leadership is fueled by proprietary thought-leadership, consumer-driven product design expertise, strategic marketing, technology, and specialization in both field and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.

About Aspida

Aspida Holdings Ltd., through its subsidiaries (collectively “Aspida”), is focused on providing retirement and reinsurance solutions, having operations in the U.S. and Bermuda with total assets of $3.5 billion as of Dec. 31, 2021. Aspida, through its U.S. platform – Aspida Life Insurance Company – is focused on leveraging technology and agility to help clients achieve – and protect – their dreams. Its Bermuda-based reinsurance platform, Aspida Life Re, is focused on providing efficient and secure life and annuity reinsurance solutions. Aspida seeks to be a trusted partner in its clients’ financial security while driving its growth by doing good for the communities it serves. Aspida is an indirect subsidiary of Ares Management Corporation. For more information, please visit: www.aspida.com.

About Janus Henderson Group

Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies. At 31 March 2022, Janus Henderson had approximately US$361 billion in assets under management, more than 2,000 employees, and offices in 23 cities worldwide. Headquartered in London, the company is listed on the NYSE and the ASX.

About Societe Generale

Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth. Committed to the positive transformations of the world’s societies and economies, Societe Generale and its teams seek to build, day after day, together with its clients, a better and sustainable future through responsible and innovative financial solutions.

Contacts

WealthVest

Jackson Bolstad

Marketing Content Manager

jbolstad@wealthvest.com

Aspida

Townley Cheek

Manager, Corporate Communications

Townley.Cheek@Aspida.com