Variable Investment Option Performance Update
|
|
- Owen Dorsey
- 5 years ago
- Views:
Transcription
1 Marquis s Brighthouse Separate Account Eleven for Variable Annuities Brighthouse Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance figures quoted. Performance current to the most recent month-end may be viewed at The investment return and principal value of an investment will fluctuate and an investor's shares, when redeemed, may be worth more or less than their original cost. For Sub-Accounts that invest in s of the underlying Trust that were in existence prior to the Sub-Account inception date, these returns have been adjusted to reflect the charges and expenses of the Marquis s Variable Annuity, as if the contract had existed during the stated period(s), including all -level expenses, the M&E risk and administrative expense charges of 1.85% and the annual Account Fee of $40. The Marquis s product does not impose any withdrawal charges on withdrawals. These figures represent past performance and are not an indication of future performance. Marquis s Non-Standardized Performance: Without surrender charges applied as of 09/30/2018 Inception Date Year-to- Date 1 Year 3 Year* 5 Year* One Month American Funds Global Growth Fund - Class 2 04/30/ % 4.73% 9.14% 12.42% 8.84% 8.84% American Funds Growth Fund - Class 2 02/08/ % 14.45% 20.87% 18.48% 13.25% 10.90% American Funds Growth-Income Fund - Class 2 02/08/ % 10.33% 16.05% 15.48% 11.51% 9.57% BlackRock Bond Income - Class E 06/16/ % -2.92% -3.23% -0.32% 0.64% 2.34% BlackRock Capital Appreciation - Class A 08/30/ % 19.51% 28.10% 18.23% 13.96% 10.61% BlackRock High Yield - Class A 08/30/ % 1.23% 1.66% 5.53% 3.57% 6.72% BlackRock Ultra-Short Term Bond - Class E 06/16/ % -0.25% -0.52% -1.17% -1.45% -1.59% Brighthouse Small Cap Value - Class A++ 12/27/ % 3.28% 8.28% 14.38% 8.22% 9.03% Brighthouse Small Cap Value - Class B 11/04/ % 3.06% 7.96% 14.09% 7.93% 6.80% Brighthouse/Aberdeen Emerging Markets Equity - Class A++ 12/31/ % % -8.44% 6.59% -1.00% 1.58% Brighthouse/Aberdeen Emerging Markets Equity - Class B 03/04/ % % -8.64% 6.35% -1.22% 1.72% Brighthouse/Dimensional International Small Company - Class B 10/30/ % -5.99% -2.19% 9.36% 4.75% 9.30% Brighthouse/Eaton Vance Floating Rate - Class B 04/30/ % 2.50% 3.02% 3.01% 1.63% 1.97% Brighthouse/Wellington Core Equity Opportunities - Class A 04/05/ % 8.33% 13.86% 12.35% 9.82% 7.92% Brighthouse/Wellington Large Cap Research - Class E 03/23/ % 9.37% 14.78% 14.03% 12.13% 8.96% Clarion Global Real Estate - Class A++ 05/04/ % -3.82% 0.41% 2.32% 2.39% 3.28% Clarion Global Real Estate - Class B 04/30/ % -4.01% 0.15% 2.07% 2.14% 3.02% ClearBridge Aggressive Growth - Class A++ 05/16/ % 9.63% 12.42% 10.37% 9.05% 8.54% ClearBridge Aggressive Growth - Class B 10/31/ % 9.42% 12.09% 10.10% 8.96% 8.46% ClearBridge Variable Aggressive Growth - Class I++ 11/01/ % 8.25% 10.69% 8.74% 8.98% 11.51% ClearBridge Variable Appreciation - Class I 10/16/ % 7.98% 14.49% 13.35% 10.15% 8.91% ClearBridge Variable Dividend Strategy - Class I++ 09/14/ % 3.34% 8.85% 12.69% 8.97% 8.75% Page 1 of 7
2 Marquis s Non-Standardized Performance: Without surrender charges applied as of 09/30/2018 Inception Date Year-to- Date 1 Year 3 Year* 5 Year* One Month ClearBridge Variable Large Cap Growth - Class I++ 05/01/ % 13.63% 21.00% 16.81% 14.52% 12.56% ClearBridge Variable Large Cap Value - Class I 02/17/ % 1.59% 5.83% 9.79% 7.82% 7.81% ClearBridge Variable Mid Cap - Class I++ 11/01/ % 3.38% 6.50% 8.47% 7.05% 9.00% ClearBridge Variable Small Cap Growth - Class I 11/01/ % 29.35% 36.65% 20.78% 11.08% 12.29% Fidelity VIP Mid Cap - Service Class /28/ % 4.62% 10.57% 11.66% 8.40% 8.93% Franklin Small-Mid Cap Growth VIP Fund - Class /01/ % 11.76% 16.95% 10.99% 8.27% 9.23% Frontier Mid Cap Growth - Class D++ 03/23/ % 9.57% 13.92% 12.16% 10.51% 9.25% Harris Oakmark International - Class A 08/01/ % -9.77% -8.41% 8.49% 2.28% 7.20% Invesco Comstock - Class B 04/29/ % 3.64% 10.99% 13.00% 8.56% 8.17% Invesco Small Cap Growth - Class A 05/02/ % 14.02% 21.15% 16.16% 11.57% 11.41% Janus Henderson Enterprise - Service Shares++ 09/13/ % 13.54% 19.38% 17.66% 13.48% 11.94% Janus Henderson Overseas - Service Shares++ 05/02/ % -2.74% 0.60% 6.42% -1.08% 1.40% Jennison Growth - Class B 07/03/ % 17.57% 24.45% 18.73% 14.85% 12.19% JPMorgan Small Cap Value - Class A 05/02/ % 4.25% 5.75% 11.73% 6.58% 7.15% Loomis Sayles Small Cap Core - Class B 05/02/ % 8.17% 11.41% 13.63% 8.42% 9.71% MFS Research International - Class B 02/12/ % -1.79% 2.87% 7.12% 1.85% 3.34% MFS Total Return - Class F 06/16/ % -0.11% 2.88% 6.37% 5.30% 5.56% MFS Value - Class A 07/20/ % 0.38% 5.09% 11.16% 8.86% 8.21% Morgan Stanley Mid Cap Growth - Class B 02/12/ % 33.95% 42.22% 19.61% 10.52% 11.63% Neuberger Berman Genesis - Class A++ 05/02/ % 10.14% 15.97% 14.28% 8.94% 8.26% Neuberger Berman Genesis - Class B 07/05/ % 9.88% 15.65% 13.98% 8.66% 7.34% Oppenheimer Global Equity - Class B 10/01/ % 1.73% 8.62% 12.24% 7.97% 6.34% PIMCO Inflation Protected Bond - Class A++ 09/30/ % -2.48% -1.76% 0.43% -0.73% 1.78% PIMCO Inflation Protected Bond - Class B 05/01/ % -2.65% -2.02% 0.16% -0.96% 1.53% PIMCO Total Return - Class B 02/12/ % -2.59% -3.13% 0.07% 0.10% 2.99% T. Rowe Price Large Cap Growth - Class B++ 06/26/ % 13.40% 19.70% 16.93% 13.77% 12.38% T. Rowe Price Large Cap Value - Class B 12/11/ % 1.91% 7.16% 12.58% 8.89% 7.86% T. Rowe Price Large Cap Value - Class E++ 12/03/ % 1.97% 7.24% 12.69% 8.45% 7.57% T. Rowe Price Mid Cap Growth - Class B++ 02/12/ % 11.08% 15.38% 14.10% 11.99% 12.16% T. Rowe Price Small Cap Growth - Class B++ 08/31/ % 13.98% 20.21% 15.97% 11.41% 12.88% Templeton Foreign VIP Fund - Class 2 05/01/ % -4.65% -2.57% 5.20% -0.50% 2.57% Victory Sycamore Mid Cap Value - Class B 08/20/ % 4.89% 9.70% 8.06% 5.75% 7.26% Western Asset Core Plus VIT - Class I++ 06/16/ % -4.25% -4.29% 0.26% 0.40% 5.73% Western Asset Management Strategic Bond Opportunities - Class E 10/31/ % -3.60% -3.43% 2.32% 1.82% 4.96% Western Asset Management U.S. Government - Class A 01/24/ % -1.80% -2.23% -0.97% -0.54% 0.66% Western Asset Variable Global High Yield Bond - Class I 05/01/ % -1.87% -1.65% 5.00% 1.70% 5.64% *Annualized for Investment Options/s in existence for more than one year. + Not available under all Contracts. Availability depends on Contract issue date. ++ Closed to new investments except under dollar cost averaging and rebalancing programs in existence at the time of closing. Page 2 of 7
3 Effective on or about December 15, 2017, Victory Capital Management Inc. replaced Invesco Advisers, Inc. as the subadviser to the Victory Sycamore Mid Cap Value previously known as the Invesco Mid Cap Value. Prior to June 5, 2017, the Janus Henderson Overseas was known as the Janus Aspen Overseas. Prior to June 5, 2017, the Janus Henderson Enterprise was known as the Janus Aspen Enterprise. Effective April 28, 2014, the T. Rowe Price Large Cap Value - Class E of the Met Investors Series Trust replaced ClearBridge Variable All Cap Value - Class I of the Legg Mason Partners Variable Equity Trust. Values before April 28, 2014 reflect the performance of the ClearBridge Variable All Cap Value - Class I. Effective April 28, 2014, the ClearBridge Aggressive Growth II - Class A (formerly Janus Forty ) of the Met Investors Series Trust merged with and into the ClearBridge Aggressive Growth - Class A of the Met Investors Series Trust. Values before April 28, 2014 reflect the performance of the ClearBridge Aggressive Growth II - Class A. Prior to the opening of business on April 29, 2013, the Met/Templeton Growth was renamed the MIST Oppenheimer Global Equity in a fund reorganization in which Oppenheimer Global Equity of the Metropolitan Series Fund is the accounting survivor. For this report, values before April 29, 2013 reflect the performance of the Met/Templeton Growth. Effective April 29, 2013, MLA Mid Cap of the Met Investors Series Trust (formerly Lazard Mid Cap ) merged into Neuberger Berman Genesis of the Metropolitan Series Fund. Values before April 29, 2013 reflect the performance of MLA Mid Cap. As of May 2, 2011, the Third Avenue Small Cap Value - Class A (now known as MetLife Small Cap Value - Class A) replaced the Delaware VIP Small Cap Value Series. Values before April 30, 2011 reflect the performance of the Delaware VIP Small Cap Value Series. As of May 2, 2011, the Legg Mason ClearBridge Variable Dividend Strategy merged with and into Legg Mason ClearBridge Variable Equity Income Builder (now known as ClearBridge Variable Dividend Strategy ). Values before April 30, 2011 reflect the performance of the Legg Mason ClearBridge Variable Dividend Strategy. As of May 2, 2011, the Legg Mason Value Equity merged with and into Legg Mason ClearBridge Aggressive Growth - Class B. Values before April 30, 2011 reflect the performance of the Legg Mason Value Equity. Effective May 3, 2010, the Legg Mason Partners Variable Money Market merged with and into the BlackRock Money Market (currently known as BlackRock Ultra- Short Term Bond. Values before April 30, 2010 reflect the performance of the Legg Mason Partners Variable Money Market. Performance for the Met/Templeton Growth consists of the performance for the Legg Mason Partners Variable Global Equity before and on April 30, 2010 and the Met/Templeton Growth after April 30, Effective May 1, 2009, the following investment portfolio mergers were made: FI Large Cap and Met/AIM Capital Appreciation into BlackRock Legacy Large Cap Growth. Performance for the BlackRock Legacy Large Cap Growth consists of the performance for the FI Large Cap before and on May 1, 2009 and the BlackRock Legacy Large Cap Growth after May 1, Effective May 1, 2009, the following share class change was made: Legg Mason Partners Variable Appreciation - Class II to Legg Mason Partners Variable Appreciation - Class I. Investment Performance Is Not Guaranteed. Additional prospectuses for the Marquis s variable annuity issued by Brighthouse Life Insurance Company and for the investment portfolios are available from your financial professional or at The contract prospectus contains information about the contract s features, risks, charges and expenses. The investment objectives, risks and policies of the investment options, as well as other information about the investment options, are described in their respective prospectuses. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. Please read the prospectuses and consider this information carefully before investing. Product availability and features may vary by state. Page 3 of 7
4 Variable annuities are long-term investments designed for retirement purposes. Variable annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value. All product guarantees, including optional benefits, are subject to the claims-paying ability and financial strength of the issuing insurance company. Please contact your financial professional for complete details. Withdrawals of taxable amounts are subject to ordinary income tax and if made before age 59½, may be subject to a 10% Federal income tax penalty. Distributions of taxable amounts from a non-qualified annuity may also be subject to the 3.8% Unearned Income Medicare Contribution Tax on Net Investment Income if your modified adjusted gross income exceeds the applicable threshold amount. Withdrawals will reduce the living and death benefits and account value. Withdrawals may be subject to withdrawal charges. Marquis s SM is a service mark of Morgan Stanley Smith Barney Holdings LLC. "Brighthouse Financial" refers to Brighthouse Financial, Inc., a Delaware corporation, and, where appropriate in context, to one or more of its subsidiaries, or all of them taken as a whole. The Marquis s variable annuity is issued by Brighthouse Life Insurance Company (previously issued by MetLife Insurance Company USA) and is distributed by Brighthouse Securities, LLC (member FINRA). Brighthouse Life Insurance Company Charlotte, NC [06/18/2020] Page 4 of 7
5 Marquis s The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance figures quoted. Performance current to the most recent month-end may be viewed at The investment return and principal value of an investment will fluctuate and an investor's shares, when redeemed, may be worth more or less than their original cost. Each Investment Option consists of a sub-account of the separate account supporting the contract (a "Sub-Account") that invests solely in shares of a fund portfolio (a ""). Standardized Performance for an Investment Option, as defined by the SEC, is the Average Annual Total Return for periods commencing no earlier than the Sub-Account inception date and terminating at the end of the most recent calendar quarter. Average Annual Total Returns shown that include periods prior to the Sub-Account inception date are Non-Standardized Performance. Charges for Standardized Performance include all -level expenses, the M&E risk and administrative expense charges of 1.85%, the contract administrative charge $40, and the surrender charge of 0%. Past performance does not guarantee future results. Marquis s Average Annual Total Return as of 09/30/2018 Standardized as of 09/30/2018 Sub-Account American Funds Global Growth Fund - Class 2 04/30/ % 8.84% 8.84% 05/01/ % 8.84% 8.84% American Funds Growth Fund - Class 2 02/08/ % 13.25% 10.90% 05/01/ % 13.25% 10.90% American Funds Growth-Income Fund - Class 2 02/08/ % 11.51% 9.57% 05/01/ % 11.51% 9.57% BlackRock Bond Income - Class E 06/16/ % 0.64% 2.34% 07/28/ % 0.64% 2.34% BlackRock Capital Appreciation - Class A 08/30/ % 13.96% 10.61% 05/01/ % 13.96% 10.61% BlackRock High Yield - Class A 08/30/ % 3.57% 6.72% 05/01/ % 3.57% 6.72% BlackRock Ultra-Short Term Bond - Class E 06/16/ % -1.45% -1.59% 07/29/ % -1.45% -1.59% Brighthouse Small Cap Value - Class A++ 12/27/ % 8.22% 9.03% 07/31/ % 8.22% 9.03% Brighthouse Small Cap Value - Class B 11/04/ % 7.93% 6.80% 05/01/ % 7.93% 6.80% Brighthouse/Aberdeen Emerging Markets Equity - Class A++ 12/31/ % -1.00% 1.58% 07/28/ % -1.00% 1.58% Brighthouse/Aberdeen Emerging Markets Equity - Class B 03/04/ % -1.22% 1.72% 07/31/ % -1.22% 1.72% Brighthouse/Dimensional International Small Company - Class B 10/30/ % 4.75% 9.30% 05/01/ % 4.75% 9.44% Brighthouse/Eaton Vance Floating Rate - Class B 04/30/ % 1.63% 1.97% 05/03/ % 1.63% 1.97% Brighthouse/Wellington Core Equity Opportunities - Class A 04/05/ % 9.82% 7.92% 07/31/ % 9.82% 7.92% Brighthouse/Wellington Large Cap Research - Class E 03/23/ % 12.13% 8.96% 07/28/ % 12.13% 8.96% Clarion Global Real Estate - Class A++ 05/04/ % 2.39% 3.28% 07/28/ % 2.39% 3.28% Clarion Global Real Estate - Class B 04/30/ % 2.14% 3.02% 05/01/ % 2.14% 3.02% ClearBridge Aggressive Growth - Class A++ 05/16/ % 9.05% 8.54% 04/18/ % 9.05% 8.54% ClearBridge Aggressive Growth - Class B 10/31/ % 8.96% 8.46% 11/07/ % 8.96% 8.46% ClearBridge Variable Aggressive Growth - Class I++ 11/01/ % 8.98% 11.51% 05/01/ % 8.98% 11.51% ClearBridge Variable Appreciation - Class I 10/16/ % 10.15% 8.91% 05/01/ % 10.15% 8.91% ClearBridge Variable Dividend Strategy - Class I++ 09/14/ % 8.97% 8.75% 05/01/ % 8.97% 8.75% ClearBridge Variable Large Cap Growth - Class I++ 05/01/ % 14.52% 12.56% 07/28/ % 14.52% 12.56% ClearBridge Variable Large Cap Value - Class I 02/17/ % 7.82% 7.81% 07/29/ % 7.82% 7.81% ClearBridge Variable Mid Cap - Class I++ 11/01/ % 7.05% 9.00% 05/01/ % 7.05% 9.00% ClearBridge Variable Small Cap Growth - Class I 11/01/ % 11.08% 12.29% 11/07/ % 11.08% 12.29% Fidelity VIP Mid Cap - Service Class /28/ % 8.40% 8.93% 05/01/ % 8.40% 8.93% Franklin Small-Mid Cap Growth VIP Fund - Class /01/ % 8.27% 9.23% 07/29/ % 8.27% 9.23% Frontier Mid Cap Growth - Class D++ 03/23/ % 10.51% 9.25% 05/01/ % 10.51% 9.25% Harris Oakmark International - Class A 08/01/ % 2.28% 7.20% 07/28/ % 2.28% 7.20% Invesco Comstock - Class B 04/29/ % 8.56% 8.17% 11/07/ % 8.56% 8.17% Sub- Account Page 5 of 7
6 Marquis s Average Annual Total Return as of 09/30/2018 Standardized as of 09/30/2018 Sub-Account Invesco Small Cap Growth - Class A 05/02/ % 11.57% 11.41% 05/02/ % 11.57% 11.41% Janus Henderson Enterprise - Service Shares++ 09/13/ % 13.48% 11.94% 05/01/ % 13.48% 11.94% Janus Henderson Overseas - Service Shares++ 05/02/ % -1.08% 1.40% 05/01/ % -1.08% 1.40% Jennison Growth - Class B 07/03/ % 14.85% 12.19% 05/01/ % 14.85% 12.19% JPMorgan Small Cap Value - Class A 05/02/ % 6.58% 7.15% 05/02/ % 6.58% 7.15% Loomis Sayles Small Cap Core - Class B 05/02/ % 8.42% 9.71% 05/01/ % 8.42% 13.80% MFS Research International - Class B 02/12/ % 1.85% 3.34% 11/07/ % 1.85% 3.34% MFS Total Return - Class F 06/16/ % 5.30% 5.56% 11/07/ % 5.30% 5.56% MFS Value - Class A 07/20/ % 8.86% 8.21% 07/28/ % 8.86% 8.21% Morgan Stanley Mid Cap Growth - Class B 02/12/ % 10.52% 11.63% 11/07/ % 10.52% 11.63% Neuberger Berman Genesis - Class A++ 05/02/ % 8.94% 8.26% 05/02/ % 8.94% 8.26% Neuberger Berman Genesis - Class B 07/05/ % 8.66% 7.34% 05/01/ % 8.66% 7.34% Oppenheimer Global Equity - Class B 10/01/ % 7.97% 6.34% 05/03/ % 7.97% 6.34% PIMCO Inflation Protected Bond - Class A++ 09/30/ % -0.73% 1.78% 04/18/ % -0.73% 1.78% PIMCO Inflation Protected Bond - Class B 05/01/ % -0.96% 1.53% 11/07/ % -0.96% 1.53% PIMCO Total Return - Class B 02/12/ % 0.10% 2.99% 11/07/ % 0.10% 2.99% T. Rowe Price Large Cap Growth - Class B++ 06/26/ % 13.77% 12.38% 05/01/ % 13.77% 12.38% T. Rowe Price Large Cap Value - Class B 12/11/ % 8.89% 7.86% 01/17/ % 8.89% 7.86% T. Rowe Price Large Cap Value - Class E++ 12/03/ % 8.45% 7.57% 05/22/ % 8.45% 7.57% T. Rowe Price Mid Cap Growth - Class B++ 02/12/ % 11.99% 12.16% 06/09/ % 11.99% 12.16% T. Rowe Price Small Cap Growth - Class B++ 08/31/ % 11.41% 12.88% 07/29/ % 11.41% 12.88% Templeton Foreign VIP Fund - Class 2 05/01/ % -0.50% 2.57% 07/29/ % -0.50% 2.57% Victory Sycamore Mid Cap Value - Class B 08/20/ % 5.75% 7.26% 11/07/ % 5.75% 7.26% Western Asset Core Plus VIT - Class I++ 06/16/ % 0.40% 5.73% 07/28/ % 0.40% 5.73% Western Asset Management Strategic Bond Opportunities - Class E 10/31/ % 1.82% 4.96% 06/12/ % 1.82% 4.96% Western Asset Management U.S. Government - Class A 01/24/ % -0.54% 0.66% 11/07/ % -0.54% 0.66% Western Asset Variable Global High Yield Bond - Class I 05/01/ % 1.70% 5.64% 11/07/ % 1.70% 5.64% *Annualized for Investment Options/s in existence for more than one year. + Not available under all Contracts. Availability depends on Contract issue date. ++ Closed to new investments except under dollar cost averaging and rebalancing programs in existence at the time of closing. Investment Performance Is Not Guaranteed. Sub- Account Additional prospectuses for the Marquis s variable annuity issued by Brighthouse Life Insurance Company and for the investment portfolios are available from your financial professional or at The contract prospectus contains information about the contract s features, risks, charges and expenses. The investment objectives, risks and policies of the investment options, as well as other information about the investment options, are described in their respective prospectuses. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. Please read the prospectuses and consider this information carefully before investing. Product availability and features may vary by state. Page 6 of 7
7 Variable annuities are long-term investments designed for retirement purposes. Variable annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value. All product guarantees, including optional benefits, are subject to the claims-paying ability and financial strength of the issuing insurance company. Please contact your financial professional for complete details. Withdrawals of taxable amounts are subject to ordinary income tax and if made before age 59½, may be subject to a 10% Federal income tax penalty. Distributions of taxable amounts from a non-qualified annuity may also be subject to the 3.8% Unearned Income Medicare Contribution Tax on Net Investment Income if your modified adjusted gross income exceeds the applicable threshold amount. Withdrawals will reduce the living and death benefits and account value. Withdrawals may be subject to withdrawal charges. Marquis s SM is a service mark of Morgan Stanley Smith Barney Holdings LLC. "Brighthouse Financial" refers to Brighthouse Financial, Inc., a Delaware corporation, and, where appropriate in context, to one or more of its subsidiaries, or all of them taken as a whole. The Marquis s variable annuity is issued by Brighthouse Life Insurance Company (previously issued by MetLife Insurance Company USA) and is distributed by Brighthouse Securities, LLC (member FINRA). Brighthouse Life Insurance Company Charlotte, NC [06/18/2020] Page 7 of 7
Variable Investment Option Performance Update
Brighthouse Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance may be
More informationVariable Investment Option Performance Update
Brighthouse Separate Account Eleven for Variable Annuities Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Current performance may be
More informationBrighthouse Access Select Variable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Performance current to the
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company Vintage XTRA (Series II) Variable Investment Option Performance Update Inception Date Year-to- Date 1 Year 3 Year* 5 Year* Vintage XTRA (Series II) The performance data
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company Architect II Variable Investment Option Performance Update Inception Date Year-to- Date 1 Year 3 Year* 5 Year* Architect II The performance data quoted represents past
More informationVariable Investment Option Performance Update
Architect L Brighthouse Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Performance current
More informationVariable Investment Option Performance Update
Premier Advisers - AssetManager Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results.
More informationZenith Accumulator Variable Annuity Performance Summary as of 05/31/18 Variable Investment Option Performance Update
Metropolitan Life Insurance Company Zenith Accumulator Variable Annuity Performance Summary as of 05/31/18 Variable Investment Option Performance Update The performance data quoted represents past performance
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Current performance may be
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Performance current to the
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Performance current to the
More informationNew England Life Insurance Company. American Forerunner Series Variable Annuity - Standard Class Variable Investment Option Performance Update
New England Life Insurance Company Standard Class American Forerunner Series Variable Annuity - Standard Class Variable Investment Option Performance Update The performance data quoted represents past
More informationFlexible Premium Variable Annuity
Metropolitan Life Insurance Company Flexible Premium Variable Annuity Performance Summary as of 01/31/18 Variable Investment Option Performance Update The performance data quoted represents past performance
More informationClass AA Variable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Life Insurance Company of NY The performance data quoted represents past performance and does not guarantee future results. Current performance
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Investment Architect SM - Standard Version Brighthouse Life Insurance Company The performance data quoted represents past performance and does
More informationVariable Investment Option Performance Update
Brighthouse Investment Architect SM - C Share Option Brighthouse Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance and does not
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update Brighthouse Investment Architect SM - Standard Version Brighthouse Life Insurance Company The performance data quoted represents past performance and does
More informationNew England Life Insurance Company. American Forerunner Series Variable Annuity - Standard Class Variable Investment Option Performance Update
New England Life Insurance Company Standard Class American Forerunner Series Variable Annuity - Standard Class Variable Investment Option Performance Update The performance data quoted represents past
More informationNew England Life Insurance Company. American Forerunner Series Variable Annuity - P Class Variable Investment Option Performance Update.
New England Life Insurance Company P Class American Forerunner Series Variable Annuity - P Class Variable Investment Option Performance Update The performance data quoted represents past performance and
More informationFlexible Premium Deferred Variable Annuity
Metropolitan Life Insurance Company Inception Date Performance Summary as of 01/31/18 Year-to- Date 1 Year 3 Year* 5 Year* Since Variable Funding Options One Month BlackRock Capital Appreciation - Class
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company of NY Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company Variable Investment Option Performance Update One Month YTD 1 Year 3 Year* 5 Year* The performance data quoted represents past performance and does not guarantee future
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance may be
More informationMetLife Investment Portfolio Architect SM - C Share Option Performance Summary as of 10/31/18
Metropolitan Life Insurance Company MetLife Investment Architect SM - C Share Option Performance Summary as of 10/31/18 The performance data quoted represents past performance and does not guarantee future
More informationVariable Investment Option Performance Update
One Month YTD 1 Year 3 Year* 5 Year* Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company Variable Investment Option Performance Update One Month YTD 1 Year 3 Year* 5 Year* * The performance data quoted represents past performance and does not guarantee future
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company Variable Investment Option Performance Update One Month YTD 1 Year 3 Year* 5 Year* * The performance data quoted represents past performance and does not guarantee future
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company of NY Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company of NY Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance
More informationPreference Plus Select Variable Annuity - C Class Performance Summary as of 05/31/18
Preference Plus Select Variable Annuity - C Class Performance Summary as of 05/31/18 Metropolitan Life Insurance Company Variable Option Performance Update The performance data quoted represents past performance
More informationPreference Plus Select Variable Annuity - C Class Performance Summary as of 12/31/18
Preference Plus Select Variable Annuity - C Class Performance Summary as of 12/31/18 Metropolitan Life Insurance Company Variable Option Performance Update The performance data quoted represents past performance
More informationPreference Plus Select Variable Annuity - B Class Performance Summary as of 09/30/18
Metropolitan Life Insurance Company B Class Preference Plus Select Variable Annuity - B Class Performance Summary as of 09/30/18 One Month YTD 1 Year 3 Year* 5 Year* Variable Option Performance Update
More informationVariable Investment Option Performance Update
Brighthouse Life Insurance Company of NY Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance
More informationPreference Plus Select Variable Annuity - B Class
Metropolitan Life Insurance Company B Class Preference Plus Select Variable Annuity - B Class Performance Summary as of 12/31/17 Variable Option Performance Update The performance data quoted represents
More informationPreference Plus Select Variable Annuity - Bonus Class
Metropolitan Life Insurance Company Bonus Class Preference Plus Select Variable Annuity - Bonus Class Performance Summary as of 02/28/18 Variable Option Performance Update The performance data quoted represents
More informationPreference Premier Variable Annuity - B Class
Metropolitan Life Insurance Company B Class Preference Premier Variable Annuity - B Class Performance Summary as of 12/31/17 One Month YTD 1 Year 3 Year* 5 Year* Variable Option Performance Update The
More informationPreference Premier Variable Annuity - B Plus Class
Metropolitan Life Insurance Company B Plus Class Preference Premier Variable Annuity - B Plus Class Performance Summary as of 01/31/18 One Month YTD 1 Year 3 Year* 5 Year* Variable Option Performance Update
More informationPreference Plus Account - IRA/SIMPLE/ROTH IRA/SEP/NQL Performance Summary as of 10/31/18
Preference Plus Account - IRA/SIMPLE/ROTH IRA/SEP/NQL Performance Summary as of 10/31/18 Metropolitan Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents
More informationMetLife Financial Freedom Select Variable Annuity - e Class Performance Summary as of 08/31/18 Variable Investment Option Performance Update
Metropolitan Life Insurance Company MetLife Financial Freedom Select Variable Annuity - e Class Performance Summary as of 08/31/18 Variable Investment Option Performance Update The performance data quoted
More informationFinancial Freedom Account - Exclusive Version Performance Summary as of 08/31/18
Metropolitan Life Insurance Company Financial Freedom Account - Exclusive Version Performance Summary as of 08/31/18 Variable Option Performance Update The performance data quoted represents past performance
More informationEnhanced Preference Plus Account - 457(b)
Enhanced Preference Plus Account - 457(b) Performance Summary as of 09/30/18 Metropolitan Life Insurance Company Variable Option Performance Update The performance data quoted represents past performance
More informationPreference Plus Account - 457(b) Performance Summary as of 08/31/18
Preference Plus Account - 457(b) Performance Summary as of 08/31/18 Metropolitan Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance
More informationPreference Plus Account - 457(b) Performance Summary as of 09/30/18
Preference Plus Account - 457(b) Performance Summary as of 09/30/18 Metropolitan Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance
More informationFinancial Freedom Account Performance Summary as of 08/31/18
Metropolitan Life Insurance Company Financial Freedom Account Performance Summary as of 08/31/18 Variable Option Performance Update The performance data quoted represents past performance and does not
More informationPreference Plus Account - TSA
Preference Plus Account - TSA Performance Summary as of 05/31/18 Metropolitan Life Insurance Company Variable Investment Option Performance Update The performance data quoted represents past performance
More informationEnhanced Preference Plus Account - TSA Performance Summary as of 03/31/18
Enhanced Preference Plus Account - TSA Performance Summary as of 03/31/18 Metropolitan Life Insurance Company Variable Option Performance Update The performance data quoted represents past performance
More informationPreference Plus Account - TSA
Preference Plus Account - TSA Performance Summary as of 03/31/18 Metropolitan Life Insurance Company Variable Option Performance Update The performance data quoted represents past performance and does
More informationInvestment Worksheet. FlexChoice Access. A VA Rider ANNUITIES VARIABLE
Investment Worksheet ANNUITIES VARIABLE FlexChoice Access A VA Rider Option A Designed to furnish a professionally managed asset allocation that provides automatic diversification. Asset Allocation American
More informationInvestment Worksheet. FlexChoice Access. A VA Rider ANNUITIES VARIABLE
Investment Worksheet ANNUITIES VARIABLE FlexChoice Access A VA Rider Personalized Investment Strategy At Brighthouse Financial, we believe annuities play an essential role in building a holistic financial
More informationedelivery Go Paperless and Simplify! Sign up now to receive your documents paper-free
Gold Track Select And Registered Fixed Account Option PROSPECTUS April 30, 2018 edelivery Go Paperless and Simplify! Sign up now to receive your documents paper-free www.metlife-edelivery.com Click on
More informationAn easy way to diversify
Portfolios Annuities Variable An easy way to diversify Target allocations as of May 1, 2017 Professional Management There are five Portfolios. Each option is an asset allocation portfolio designed to provide
More informationprospectus (May 19, 2017) and Registered Fixed Account Option This Page is Not Part of the Prospectus Issued by: Metropolitan Life Insurance Company
Gold Track Select (May 1, 2017) and Registered Fixed Account Option Issued by: Metropolitan Life Insurance Company (May 19, 2017) prospectus Your Privacy Notice and Business Continuity Plan Disclosure
More informationPreparing to reach retirement destination. To be used with contracts issued on or after January 1, 2015, only in the state of New York.
Gold Track Select Annuities Variable Preparing to reach retirement destination To be used with contracts issued on or after January 1, 2015, only in the state of New York. Table of contents Page Why an
More informationBrighthouse Retirement Perspectives (BRP)
Prospectus Brighthouse Retirement Perspectives (BRP) May 1, 2017 ISSUED BY BRIGHTHOUSE LIFE INSURANCE COMPANY PLEASE NOTE: THE PRIVACY NOTICE AND THE BUSINESS CONTINUITY PLAN DISCLOSURE TO OUR CUSTOMERS
More informationMETROPOLITAN SERIES FUND
MET INVESTORS SERIES TRUST METROPOLITAN SERIES FUND SUPPLEMENT DATED MARCH 6, 2017 TO THE SUMMARY PROSPECTUSES DATED MAY 1, 2016, AS AMENDED, FOR THE FOLLOWING PORTFOLIOS: MET INVESTORS SERIES TRUST AB
More informationANNUITIES VARIABLE. Gold Track Select. Preparing. to reach your retirement goals
ANNUITIES VARIABLE Gold Track Select Preparing to reach your retirement goals Table of Contents On course with your future... 1 Facts at a glance... 2 Funding choices... 3 Footnotes... 4 On course with
More informationMetLife s Financial Freedom Account
Annuities Variable MetLife s Financial Freedom Account (Exclusive-v1) Preparing to reach retirement goals Table of contents The Benefits of Financial Freedom Account (FFA) variable annuity........... 1
More informationRiverSource Retirement Advisor Variable Annuity
RiverSource Retirement Advisor Variable Annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 11/30/2017 and quarter ending 09/30/2017 Current
More informationPreparing to Reach Your Retirement Destination ANNUITIES VARIABLE. Gold Track Select
Preparing to Reach Your Retirement Destination ANNUITIES VARIABLE Gold Track Select WHY AN ANNUITY? The tool you need to be prepared for a long life. Retirement should be everything you hoped it would
More informationRetireReady SM Extra a variable annuity issued by Genworth Life and Annuity Insurance Company
as of March 31, 2019 For contracts issued prior to May 1, 2003, or prior to the date on which state insurance authorities approve applicable contract modifications. RetireReady SM Extra 19337 04/01/19
More informationRiverSource Retirement Advisor 4 Advantage variable annuity
RiverSource Retirement Advisor 4 Advantage variable annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 03/31/2018 and quarter ending 03/31/2018
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by fund category)
2017 Assessment of SUNY Retirement Plan Fees (sorted by fund category) Vendor* Fund Name Fund Category Total cost (%) Voya 403b Voya Fixed Account - Pre 09/01/2004 Cash/Cash Equivalent 0 Voya 403b Voya
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by investment provider)
2017 Assessment of SUNY Retirement Plan Fees (sorted by investment provider) Vendor* Fund Name Fund Category Total cost (%) Fidelity Fidelity Money Market Trust Retirement Government Money Market II Portfolio
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by fee)
2017 Assessment of SUNY Retirement Plan Fees (sorted by fee) Vendor* Fund Name Fund Category Total cost (%) Voya 403b Voya Fixed Account - Pre 09/01/2004 Cash/Cash Equivalent 0 Voya 403b Voya Fixed Account
More informationRiverSource Retirement Advisor Variable Annuity
RiverSource Retirement Advisor Variable Annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 08/31/2018 and quarter ending 06/30/2018 Current
More informationTransamerica Freedom SM Variable Annuity
Transamerica Freedom SM Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance quoted.
More informationAnnuities Variable. Driven. by choice. Simplified. by design. INVESTMENT PORTFOLIO ARCHITECT SM. blueprint models and investment fact card
Annuities Variable Driven by choice. Simplified by design. INVESTMENT PORTFOLIO ARCHITECT SM blueprint models and investment fact card table of contents: MetLife Blueprint Models...pg. 1 Active Management
More informationFocus on your future. Plan your retirement with NJ ABP & ACTS
Retirement Savings Plan Focus on your future Plan your retirement with NJ ABP & ACTS NJ ABP & ACTS 1 Start planning for a comfortable retirement As part of your employee benefits package, you may be eligible
More informationTransamerica Landmark SM Variable Annuity
Transamerica Landmark SM Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance quoted.
More informationRetireReady SM Extra a variable annuity issued by Genworth Life and Annuity Insurance Company
as of July 31, 2018 For contracts issued after May 1, 2003 and prior to December 18, 2006 RetireReady SM Extra 41578 08/01/18 (expires 09/15/18) 2018 Genworth Financial, Inc. All rights reserved. Page
More informationRetireReady SM Choice a variable annuity issued by Genworth Life and Annuity Insurance Company
as of June 30, 2018 For contracts issued prior to May 1, 2003, or prior to the date on which state insurance authorities approve applicable contract modifications. RetireReady SM Choice 17022 07/01/18
More informationS-6611 CD (4/18) S-6325 CD (4/18) S-6612 CD (4/18) S-6325 CD (4/18)
Supplement dated April 30, 2018 to the Prospectuses and Statements of Additional Information (SAIs) dated April 30, 2018 Prospectus Form #/Date SAI Form #/Date Product Name RiverSource RAVA 5 Advantage
More informationMonthly Returns as of 12/31/18
Monthly Returns as of Dreyfus Variable Investment Fund Fund Life of Inception Fund YTD 1 Year 3 Year 5 Year 10 Year Since Calendar Year 2017 2016 Dreyfus Appreciation Portfolio # 12/29/00 4.06% 7.80% 7.80%
More informationMetLife s Financial Freedom Account
Annuities Variable MetLife s Financial Freedom Account Exclusive-v1 Preparing to reach retirement goals Table of contents The Benefits of Financial Freedom Account (FFA) variable annuity... 1 Automated
More informationRetireReady SM Protection Plus variable life insurance issued by Genworth Life and Annuity Insurance Company
as of December 31, 2018 RetireReady SM Protection Plus variable life insurance 17410 01/01/19 (expires 02/15/19) 2018 Genworth Financial, Inc. All rights reserved. Page 1 of 9 IMPORTANT INFORMATION The
More informationRiverSource Retirement Advisor Advantage Plus variable annuity - New York
RiverSource Retirement Advisor Advantage Plus variable annuity - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Annuities for month ending
More informationMetLife s Financial Freedom Account
Annuities Variable MetLife s Financial Freedom Account Non-Exclusive-v2 3 Preparing to reach retirement goals Table of contents The benefits of Financial Freedom Account (FFA) variable annuity...1 Automated
More informationInvest in your future
Investment choices performance report December 31, 2017 Nationwide Destination Freedom + SM Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationRiverSource RAVA 5 Advantage variable annuity
RiverSource RAVA 5 Advantage variable annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 04/30/2018 and quarter ending 03/31/2018 Current
More informationNew York Life Flexible Premium Variable Annuity Performance Summary
As of February 28, 2019 For policies investing in NYLIAC Variable Annuity Separate Account III purchased before June 2, 2003 To obtain a copy of the product and funds prospectuses, please contact your
More informationNew York Life Income Plus Variable Annuity Performance Summary As of March 31, 2019
As of March 31, 2019 To obtain a copy of the product and funds prospectuses, please contact your NYLIFE Securities LLC Registered Representative or call 1-800-598-2019. Investors are asked to consider
More informationSystematic Withdrawal Program For Preference Premier Variable Annuity
Systematic Withdrawal Program For Preference Premier Variable Annuity Systematic Withdrawal Program Page 1 Systematic Withdrawal Program Preference Premier Highlights and Rules Forms: Systematic Withdrawal
More informationNew York Life Flexible Premium Variable Annuity Performance Summary
As of February 28, 2019 For policies investing in NYLIAC Variable Annuity Separate Account III purchased June 2, 2003 onwards To obtain a copy of the product and funds prospectuses, please contact your
More informationTransamerica Landmark SM ML Variable Annuity
Transamerica Landmark SM ML Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance
More informationTransamerica Landmark SM ML Variable Annuity
Transamerica Landmark SM ML Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance
More informationMetLife Financial Freedom Select
Portfolio Summary Annuities Variable MetLife Financial Freedom Select Read below and learn more about the underlying funding choices available in the MetLife Financial Freedom Select variable annuity.
More informationNew York Life Premier Plus Variable Annuity Performance Summary Premium Based M&E Charge Structure As of February 28, 2019
As of February 28, 2019 To obtain a copy of the product and funds prospectuses, please contact your NYLIFE Securities LLC Registered Representative or call 1-800-598-2019. Investors are asked to consider
More informationTransamerica Advisor Elite SM NY Variable Annuity
Transamerica Advisor Elite SM NY Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance
More informationS-6611 CD (4/18) S-6325 CD (4/18) S-6612 CD (4/18) S-6325 CD (4/18)
Supplement dated April 30, 2018 to the Prospectuses and Statements of Additional Information (SAIs) dated April 30, 2018 Prospectus Form #/Date SAI Form #/Date Product Name RiverSource RAVA 5 Advantage
More informationRiverSource RAVA 5 Advantage variable annuity - New York
RiverSource RAVA 5 Advantage variable annuity - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Annuities for month ending 02/28/2018
More informationFuture Corporate VUL SM Monthly Performance as of September 28, 2018
Future Corporate VUL SM Form: FCVUL-4 NWL (m) 9/28/18 Page 1 of 19 Understanding Risks The following items outline some of the risks with the investment choices. For specific risks related to each investment,
More informationNew York Life Premier Variable Annuity II Performance Summary
Accumulation Value Based M&E Structure As of October 31, 2018 For Policies Applied for Before May 1, 2016 To obtain a copy of the product and funds prospectuses, please contact your NYLIFE Securities LLC
More informationNew York Life Premier Variable Annuity Performance Summary Accumulation Value Based M&E Structure As of December 31, 2018
New York Life Premier Variable Annuity Performance Summary Accumulation Value Based M&E Structure As of December 31, 2018 To obtain a copy of the product and funds prospectuses, please contact your NYLIFE
More informationNew York Life Flexible Premium Variable Annuity Performance Summary
As of March 31, 2019 For policies investing in NYLIAC Variable Annuity Separate Account II To obtain a copy of the product and funds prospectuses, please contact your NYLIFE Securities LLC Registered Representative
More informationTransamerica Landmark SM ML Variable Annuity
Transamerica Landmark SM ML Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance
More informationRetireReady SM Accumulator joint life and last survivor variable life insurance issued by Genworth Life and Annuity Insurance Company
as of November 30, 2012 RetireReady SM Accumulator variable life insurance 18427 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 10 IMPORTANT INFORMATION The following
More informationNew York Life Flexible Premium Variable Annuity Performance Summary
As of January 31, 2019 For policies investing in NYLIAC Variable Annuity Separate Account I To obtain a copy of the product and funds prospectuses, please contact your NYLIFE Securities LLC Registered
More information17022NY 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 12
as of November 30, 2012 For contracts issued prior to May 1, 2003, or prior to the date on which state insurance authorities approve applicable contract modifications. RetireReady SM Choice NY 17022NY
More informationInvest in your future
Investment choices performance report December 31, 2017 Nationwide Destination SM B 2.0 Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity
More information