BlackRock ESG U.S. 5% Index ER

Sustainable investing for a sustainable future

Designed by BlackRock, the world’s leading asset manager. The index seeks to deliver growth opportunities and consistent returns by applying an environmental, social, and governance (ESG) methodology.

Helpful resources

Marketing materials may not be available for use in all states.

ESG Selection Process

Historical Performance

The index performance shown is hypothetical and for illustrative purposes only and does not represent the performance of a specific investment product. All data is back-tested data (i.e. calculations of how the index might have performed over that time period had the index existed). The back tested data includes third-party data and such third-party data may reflect revisions made after the initial publication of the data.

Explore the growth opportunities available with the Secure Horizon FIA Suite

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.

North American Secure Horizon^SM and North American Secure Horizon^SM Plus are issued on base contract form NA1015A/ICC21-NA1015A or appropriate state variation including all applicable endorsements and riders by North American Company for Life and Health Insurance, West Des Moines, IA. These products, its 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.

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