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Harness the power of Sagicor + BlackRock®

beginning October 1

Sagicor is excited to announce our partnership with BlackRock, the world’s largest asset manager and exchange traded funds (ETF) provider, effective October 1, 2022. You can now offer your clients interest crediting strategies linked to iShares® ETFs — with no downside market risk. These strategies, which replace our current global multi-index strategy, offer greater flexibility and diversification, all backed by the strength and reputation of BlackRock. 

New interest crediting strategies available for Sage Indexed Universal Life (IUL) and WealthCare applications signed October 1, 2022, and later: 

ETF Name*

ETF Focus

ETF Benchmark

Ticker Symbol

iShares MSCI EAFE ETF

Large- and mid-cap developed market stocks from companies in Europe, Australia, Asia, and the Far East

MSCI EAFE Index

EFA

iShares MSCI Emerging Markets ETF

Large- and mid-sized companies in emerging markets

MSCI Emerging Markets Index

EEM

iShares ESG Aware MSCI USA ETF

Large- and mid-cap stocks of U.S. companies with positive environmental, social and governance (ESG) characteristics

MSCI USA Extended ESG Focus Index

ESGU

*iShares ETF interest crediting strategies are not available in California for Sage IUL and WealthCare or Washington D.C. for Sage IUL, but will be made available upon approval. The Declared Rate Strategy and the S&P 500® Index Strategies are available in California and Washington D.C.  

Get all the details

VIEW PRESS RELEASE
CURRENT CREDITING STRATEGIES
CLIENT ALLOCATION GUIDE

Important changes for current

global multi-index strategy clients

Any in-force life insurance and annuity clients currently allocated in the global multi-index strategy will receive a letter prior to their policy anniversary explaining the change and reallocation options. Applications signed October 1, 2022, and later qualify for the new strategies. The global multi-index strategy is no longer available.

SAMPLE CLIENT LETTER
FAQs

Run an illustration with the new iShares ETF strategies on SagicorProducer.com, WinFlex and EnsightTM.


Call the Producer Resource Center at 888-724-4267, ext. 4680

or email us at PRC@SagicorLifeUSA.com


Visit us online at SagicorProducer.com

iShares® and BlackRock®, and the corresponding logos, are registered trademarks of BlackRock, Inc. and its affiliates (“BlackRock”) and are used under license. BlackRock has licensed certain trademarks and trade names of BlackRock to Sagicor Life Insurance Company for certain purposes. Sagicor Life Insurance Company’s products and services are not sponsored, endorsed, sold, or promoted by BlackRock, and purchasers of such products do not acquire any interest in the iShares MSCI EAFE ETF, the iShares MSCI Emerging Markets ETF, or the iShares ESG Aware MSCI USA ETF, nor enter into any relationship of any kind with BlackRock. BlackRock makes no representations or warranties, express or implied, to the owners of any products offered by Sagicor Life Insurance Company or any member of the public regarding the advisability of purchasing any product or service offered by Sagicor Life Insurance Company. BlackRock has no obligation or liability for any errors, omissions, interruptions or use of the iShares ETFs or any data related thereto, or in connection with the operation, marketing, trading or sale of any Sagicor Life Insurance Company product or service offered by Sagicor Life Insurance Company. 


For more information about iShares, see ishares.com


YOUR CLIENTS ARE NOT INVESTED IN ANY SECURITIES OR iSHARES ETF. 


The S&P 500®️ Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Sagicor Life Insurance Company. Standard & Poor’s®️ and S&P®️ are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones®️ is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Sagicor Life Insurance Company. Sagicor products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500®️ Index.


Products issued by Sagicor Life Insurance Company. Home Office: Scottsdale, AZ. Products not available in all states, and state variations may apply. Annuities and life insurance products have limitations and restrictions, including surrender charges. Sagicor does not provide tax or estate planning advice. Your client(s) should consult with their tax advisor(s). Policy Forms: ICC171017, 1017CA, 1017FL, 1017, 1017ND, ICC191021, 1021CA, 1021FL, 1021, and 1021ND. 


Sagicor is rated “A-” (Excellent) by A.M. Best Company (4th best out of 16 possible ratings), affirmed as of November 4, 2021. Rating and guarantees based on the claims-paying ability of Sagicor Life Insurance Company.


Insurance Professional Only. No Public Distribution.


BK-EML002 | September 29, 2022