Market-Linked Growth With the WealthLock® Accumulator

Connect with your wholesaler to get the latest rates, request an illustration, or get appointed:

“The ASPIDA/WEALTHVEST support is excellent. [The team is] extremely responsive and helpful, and also very communicative,”

— Advisor, Commonwealth Financial

4.9 stars by 3000 customers

“It’s amazing that [an app] can be submitted an issued in the same hour,”

— Advisor, Commonwealth Financial

“Easy to use e-application for both advisor and client,”

— Advisor, Commonwealth Financial

Aspida Life’s WealthLock® Accumulator is exclusively available to broker-dealers, banks, and credit unions through your dedicated WealthVest wholesaling team.

Explore the WealthLock® Accumulator

A Single Premium Deferred Fixed Index Annuity (FIA)
Terms: 7- & 10-Years (5-Year Available at Select Financial Institutions)
Crediting Methods: Fixed Interest Rate, Index Cap Rates, Performance Trigger Rates, Participation Rates, 2- and 5-Year High Watermark Participation Rates with QuarterLock®
Linked Indices: S&P 500®, Nasdaq-100 Index®, Invesco Peak II Index, S&P Global Diversified 7.5% Index1, and BofA USA Growth FC 10 Index
Linked ETFs/Trusts: iShares Gold Trust, iShares Real Estate ETF, and iShares MSCI EAFE ETF

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What are your clients’ needs?

Support your clients' retirement goals with strategies for market-linked growth and tax deferral2:

Accumulation Planning

Protection Planning

Help your clients plan and protect their retirement from volatile market conditions with safety-first planning:

Exceptional Service

Deliver speed, simplicity, and security to your clients with our streamlined processes:

We’re here to help! Book a strategy session with us.

1 The full name of the S&P Global Diversified 7.5% Index is S&P Global Diversified 7.5% TCA 0.75% Decrement Index (USD) ER.

2 Qualified accounts will not have any additional tax deferral benefit.