1 For example, companies lowering carbon emissions, emphasizing work force diversity, and strengthening data privacy and security.
The BlackRock ESG U.S. 5% Index ER is a product of BlackRock Index Services, LLC and has been licensed for use by North American Company for Life and Health Insurance®. BlackRock®, BlackRock ESG U.S. 5% Index ER, and the corresponding logos are registered and unregistered trademarks of BlackRock. The annuity product is not sponsored, endorsed, sold or promoted by BlackRock Index Services, LLC, BlackRock, Inc., or any of its affiliates, or any of their respective third-party licensors (including the Index calculation agent, as applicable) (collectively, “BlackRock”). BlackRock has no obligation or liability in connection with the administration or marketing of the annuity product. BlackRock makes no representation or warranty, express or implied, to the owners of the annuity product or any member of the public regarding the advisability of investing the annuity product or the ability of the BlackRock ESG U.S. 5% Index ER to track general market performance. BlackRock does not guarantee the adequacy, accuracy, timeliness, and/or completeness of the Index or any data or communication related thereto nor does it have any liability for any errors, omissions or interruptions of the BlackRock ESG U.S. 5% Index ER.
The BlackRock ESG U.S. 5% Index ER has been in existence since January 25, 2021. Ending values in years prior to inception are determined by BlackRock Index Services, LLC or its affiliates using the same methodology as used currently.
This information is provided for general reference purposes and should not be viewed as investment advice or as a recommendation for a specific allocation. Neither North American, nor any agents acting on its behalf should be viewed as providing legal, tax or investment advice. Please rely on your own qualified tax professional.
The BlackRock ESG U.S. 5% Index ER (the “Index”) objective is to offer exposure to the iShares ESG Aware MSCI USA ETF subject to a 5% Target Volatility. The index manages to the Target Volatility by incorporating Fixed Income US Treasury iShares® ETFs and a Cash Constituent. The Index tracks the return of the weighted ETFs and any Cash Constituent, above the sum of the Return on the Interest Rate and the Index Fee. It is important to note your premium is not invested in the Index but in the insurance company’s general account, which may include investments that do not follow the environmental, social, and governance (ESG) practices of the BlackRock ESG U.S. 5% Index ER.
The North American Secure HorizonSM and Secure HorizonSM Plus are issued on form NA1015A/ICC21-NA1015A (Contract), AE651A/ICC21-AE651A (Secure Horizon only), AE652A/ICC21-AE652A, AE653A/ICC21-AE653A (Secure Horizon only), AE654A/ICC21-AE654A, AE655A/ICC21-AE655A, AE642A/ICC20-AE642A, AE638A/ICC21-AE638A, LR433A04/AE639A/ICC21-AE639A, AE656A (Secure Horizon Plus only), AE658A (Secure Horizon Plus only), AE659A (Secure Horizon Plus only), AE660A04 (Secure Horizon Plus only) (riders/endorsements) or appropriate state variation. These products, features, and riders may not be available in all states.
Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.
