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Investor Type: Business Owner
Index: Choice S&P 500®
Duration: 5 Year
Protection: -10%
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Business Owner: Meet Matt

Matt is in his mid-fifties. He runs a small accounting business with two employees. He also maintains a Defined Benefit (DB) Plan with $1.5 million in assets.

Over the years leading to his retirement, Matt wants to expand his DB plan's exposure to equity for more growth potential, but also wants to help manage the effect of market volatility.

Strategy: Matt can choose to invest a portion of his DB plan in Structured Capital Strategies SIO using a 5 Year Segment Duration and -10% level of protection.

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