Market History Report
Why do I need to understand the Market History Report?
The long term success of a premium finance case is built on the expectation of policy credits related to various market indexes such as the S&P 500®. The best way to predict future policy credits is to analyze historical returns.
Policies often contain multiple allocation options for diversification of credit potential, and most have an S&P 500 Index with a Cap and a Floor. Instead of investing directly in the market, this Cap and Floor strategy builds interest credits based on how an index performs in a certain period. An index Cap sets an upper limit on the growth a policy can experience and a Floor protects against negative markets.
Interactive Market History Report Loading Below:
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