About These Structured Notes

Structured notes might not be the most conventional investment, but they offer unique benefits that could align perfectly with your financial goals. Structured notes can offer protection in declining markets, and increased participation in appreciating markets. Below, I outline two standout structured notes and why they deserve your attention.

1️⃣ International Equity Growth Structured Notes

Worst Performer of EFA and SX5E | 5-Year Term | 65% Barrier | 247% Upside Participation

🌍 Why It’s Exciting:

• Provides international exposure, a key component of a diversified portfolio.
• Exceptional 2.47x multiplier, amplifying potential returns while offering protection.

How It Works:

• Tracks the performance of two indices:
• EFA: Large-cap international stocks from developed markets (Europe, Australia, Far East Asia).
• SX5E: Euro Stoxx 50, representing 50 large European stocks.
• At maturity (5 years):
• If the worst-performing index has a positive return, the note pays 2.47x that return (e.g., 10% index gain = 24.7% gain + original investment).
• If the worst performer declines but the loss is less than 35%, you’ll still receive your full original investment.
• Losses greater than 35% adjust proportionally (e.g., 40% index loss = 60% of your original investment returned).

This note combines growth potential with downside protection, making it a compelling choice.

2️⃣ S&P 500 Futures Index Growth Structured Notes

SPXFP | 5-Year Term | 70% Barrier | 230% Upside Participation

📈 Why It’s Exciting:

• Tracks the S&P 500 Futures Excess Return Index (SPXFP), a proxy for the S&P 500 capturing performance beyond the risk-free rate.
• Features a 2.3x multiplier, enhancing returns on positive performance.

At Maturity (5 Years):

• Positive index performance yields 2.3x the return (e.g., 10% index gain = 23% return + original investment).
• If the index declines but the loss is less than 30%, you’ll receive your full original investment.
• Losses greater than 30% adjust proportionally (e.g., 40% index loss = 60% of your original investment returned).

This note allows participation in potential equity growth while offering a layer of protection against market downturns.

Important to Consider

• Minimum Investment: $1,000.
• Long-Term Investment: Designed for a 5-year term; early sales may not fully align with the intended benefits.
• There is Credit Risk to the issuer of the note.
• No Dividends: These notes do not pay dividends.

Structured notes combine leverage and derivative components, making them sophisticated investments for specific financial goals.

Let’s Connect!

I’d love to hear your thoughts on these opportunities and answer any questions you might have. If these notes align with your goals, let’s discuss how they can fit into your financial plan.

🎄 Wishing you a joyous holiday season!

📞 Contact Me:

• 🌐 Website: www.triathlonpartners.com
• 📱 Phone: 475-241-4417