Investment Growth AND Protection? It's possible!

Bringing protection and growth into balance can be a challenge—but it’s possible.

With XCountry Financial, you can build a strategy that helps you stay invested for growth while reducing risk with levels of protection that help guard against market downturns. When it comes to preparing for market ups and downs, it’s about finding the balance that’s right for you.

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Prepare for market ups and downs

Stay invested
Upside potential with less exposure
to market fluctuations to help you grow
your money.

Reduce risk
Indexed account options with
levels of protection to help guard
against downturns.

Pay less
No explicit product charges on money
invested in indexed accounts to help
you save more of what you earn.

Schedule a Zoom Call

1 Bloomberg, Lincoln Financial Group. Bear markets are defined as instances of at least a 20% market decline.
2 Source for bear/bull market stats is Ned Davis Research as of 12/15/21, unless otherwise noted

Source: Compustat, FactSet, Federal Reserve, Standard & Poor’s, J.P. Morgan Asset Management. Dividend yield is calculated as consensus estimates of dividends
for the next 12 months, divided by most recent price, as provided by Compustat. Forward price-to-earnings ratio is a bottom-up calculation based on the most
recent S&P 500 Index price, divided by consensus estimates for earnings in the next 12 months (NTM), and is provided by FactSet Market Aggregates. Returns
are cumulative and based on S&P 500 Index price movement only, and do not include the reinvestment of dividends. Past performance is not indicative of future
returns. Guide to the Markets U.S. Data is as of December 31, 2021.