Portfolio rebalancing

Portfolio Rebalancing is a feature that provides for automatic rebalancing of up to eighteen Sub-Accounts in the account on a periodic basis (monthly, quarterly, or annually). The feature is similar to the Asset Allocation Program, but with Portfolio Rebalancing, your client is selecting the Sub-Accounts and percentages to maintain over the course of time.

Portfolio Rebalancing does not assure a profit and does not protect against a loss in declining markets. The value of the Sub-Accounts will fluctuate with market conditions and, when redeemed, may be with more or less than the original value.

 


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