What is the Structured Growth Account?
The Structured Growth Account (SGA) is a portfolio-based investment strategy from Marathon Group LLC that
utilizes Fixed Indexed Annuities (FIAs), Indexed Universal Life (IUL), and Whole Life insurance products.
The SGA is designed to support retirement and long-term wealth building by offering contractual principal
protection features at the policy level and market index-linked returns subject to caps and participation rates.
Three Investment Pathways
- TruYield Equity – A curated, institutionally-structured pathway for accredited investors.
- Investor-Owned – A self-directed approach where the investor owns the underlying insurance contracts.
- Custom Model – A tailored strategy built around your specific financial goals and risk profile.
Key Features
- Contractual principal protection at the insurance policy level
- Index-linked growth potential (subject to caps and participation rates)
- Contractual 1% minimum annual growth floor
- Tax-aware structuring when maintained in compliance with applicable regulations
- Access to growth through policy provisions
Important Disclosures
Investments in the SGA program are not guaranteed. Principal protection features apply only at the insurance
policy level and are obligations of the issuing insurance carriers. You can lose some or all of your capital.
This is not investment, legal, or tax advice. See our
Risk Disclosures and
Insurance Disclosures for full details.