Home / Criteria for Evaluating Equity Linked CDs

Annuity FYI uses the following criteria when evaluating equity linked CDs:

  1. High participation rate (e.g. greater than 90%) with the corresponding index (e.g. S&P 500®) or a low spread (e.g. 1% or less).
  2. No performance cap rate.
  3. Length of maturation period – we generally favor CDs with maturations of 6 years or less.

Criteria we use in evaluating the insurance company issuing the annuities and riders are:

  1. Company management, customer service, and ease of account access.
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