The participating account investment strategy hinges on an in-depth understanding of the various asset classes. Understanding this strategy is the key to offering participating life insurance with conviction.
Please read the
Strategy and performance of the participating account – Policies issued since 2017 document. You’ll learn all about the fundamentals of our strategy, the business model we use, the composition of the participating account and the asset classes in the account. There’s also a market review section that provides insight into market trends and conditions.
Happy reading!
The rate of return on investments1 in the participating account was 8.29% in 2024.
1 The rate of return on investments represents the total return generated by the assets held and may vary depending on economic conditions. It does not reflect the amount of dividends credited or the growth rate applicable to the policies.
Portfolio of policies issued before 2017
There’s a separate document for these policies.
Read the document
The rate of return on investments in this account was 8.36% in 2024.
Portfolio of policies issued by State Farm
There’s a separate document for these policies.
Read the document
The rate of return on investments in this account was 8.39% in 2024
Stay tuned!
Our teams are pulling out all the stops to create a new document that will make it easier to understand how the participating account works.
The document will shed light on how the participating account is managed, and it will feature a wealth of additional information.
For now, you can find information about rates and comparisons for the past 8 years on the
Historical dividend scale interest rates | Policies offered since 2017 page.
Questions?
Contact our Business Development Team – Insurance.
