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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National Product
For Select Financial Institutions
Osaic Institutions Only
Other Materials
Connect with your wholesaler at 877-811-6081 for the latest rates on the WealthLock® Accumulator.
Ready to get started with Aspida Life?
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:
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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.