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IUL SAR + Segment Decision Engine
Tracks SAR segment timing, real NLG credits, implied returns, efficiency, and allocation decision.
Risk Mode
Balanced Threshold
S&P Threshold
Contribution Base
Last 3 Avg Return
0%
Market Signal
-
Recommended Allocation
-
Efficiency Status
-
Premium Strategic Timing Dashboard
Now tracking BOTH Premium (Buy Date) and Estimated Index Entry Date
UI preserved. Logic upgraded with real NLG segment results from the policy confirmations.
Controls
Execution Panel (DEX Style)
Timing Breakdown
Monthly Segment Map
Active Segment Tracker
Real Segment Performance
| Credit Month | S&P | Balanced | 50/50 Actual | 80/20 Model | 100/0 Model | 80/20 Lift vs 50/50 |
|---|
Summary
Live Index Data Widget
S&P
--
Balanced
--
Blend
--
Waiting
Suggested S&P: --
Suggested Balanced: --
Trend + Volatility driven allocation engine
Live Feed
S&P Source: --
Status: Waiting
Live Index Data Widget
Standalone HTML+JS widget for your site. It can pull live data for the S&P side using an API provider, and lets you feed the Balanced Trend side either from a manual value, your own endpoint, or a licensed index feed.
Data Controls
Balanced Trend is usually proprietary. This widget cannot magically pull that index unless you have a licensed or custom feed for it. That is why the widget supports a manual value or your own endpoint.
S&P / Proxy
--
Balanced Trend
--
Weighted Blend
--
Allocation Signal
Waiting for data
| Suggested S&P | -- |
|---|---|
| Suggested Balanced | -- |
| SAR Recommendation | -- |
| Reason | -- |
| Last Update | -- |
Live Feed Details
| S&P Source | -- |
|---|---|
| S&P Symbol | -- |
| Balanced Source | -- |
| Weighting | -- |
| Status | Idle |
Expected Balanced Endpoint Format
{
"name": "Balanced Trend",
"percentChange": 3.42,
"timestamp": "2026-04-17T13:45:00Z"
}