Will I receive statements for Market Trust?

Modified on Mon, 09 Oct 2023 at 03:48 PM

An annual statement for the guaranteed interest rate product will be provided shortly after the contract anniversary each year. Each annual statement will provide information such as beginning and ending account values, interest earned, withdrawals, surrender value, and death benefit value.

Additionally, you’ll get trading statements from our investment custodian Apex detailing your investment activity. When your statements are available, you will receive an email notification. All statements will be uploaded to your Save client portal or Save App in the “Profile & Settings” under “Documents” in the Market Trust portion.

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