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UNIVERSAL VARIABLE INVESTMENT ANNUITY PROSPECTUS December 1, 2018A FLEXIBLE PREMIUM VARIABLE Annuitant insured by FDIC or any federal government agency. May lose value. Not a deposit or guaranteed
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Universal via asset allocation is a strategy used to diversify investment holdings across different asset classes to minimize risk and maximize returns.
All individuals or entities with investment holdings are required to file universal via asset allocation.
Universal via asset allocation can be filled out by providing information about current asset holdings and desired allocation percentages for each asset class.
The purpose of universal via asset allocation is to create a balanced investment portfolio that is aligned with the investor's risk tolerance and investment goals.
Information such as current asset holdings, desired allocation percentages for each asset class, and any restrictions on certain asset classes must be reported on universal via asset allocation.
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