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Aspida Life and Market Synergy Group Launch T. Rowe Price U.S. Equity 15 Index in Synergy Choice™ FIA Suite

ARES
  • Aspida Life Insurance Company, Market Synergy Group, & T. Rowe Price announced the addition of the T. Rowe Price U.S. Equity 15 Index to the Synergy Choice Fixed Index Annuity suite.
  • The new index combines T. Rowe Price's active equity expertise with Bank of America's Intraday Volatility Control technology to react faster to market conditions while maintaining targeted volatility levels.
  • The index core utilizes the T. Rowe Price U.S. Equity Research ETF, supported by approximately 30 research analysts & four portfolio managers seeking long-term outperformance relative to the S&P 500.
  • Unlike traditional volatility-controlled indexes that rebalance daily, this index uses intraday technology to respond more rapidly to changing market conditions without a one- or two-day lag.
  • Key features include active equity management, a volatility control mechanism designed for faster market response, & principal protection against market loss within the FIA suite.
  • The index is available immediately through Aspida Life's Synergy Choice FIA suite to help financial professionals offer clients growth opportunities tied to U.S. equity performance.
  • Aspida Holdings Ltd. reports total assets of over $31 billion as of March 31, 2026, with operations in the U.S., Bermuda, & the Cayman Islands.
  • T. Rowe Price manages $1.89 trillion in client assets as of May 31, 2026, with about two-thirds dedicated to retirement-related investments.
  • Guarantees are backed by the claims-paying ability of Aspida Life Insurance Company, which is licensed in 49 states excluding New York & the District of Columbia.
  • Product disclosures note that surrender fees may apply, withdrawals are subject to income tax, & early withdrawals prior to age 59½ may incur IRS penalties.
  • The T. Rowe Price U.S. Equity 15 Index is a rules-based, systematic index not actively managed by Bank of America, & the licensors bear no liability regarding the index or related products.