39 min

Ep02 - Fixed Index Annuity 101 - Safe Growth Basics I Love Annuities

    • Investing

Discover the basics of using a Fixed Index Annuity for safe accumulation with zero market downside risk to and through retirement.

Key Take-Aways:

1)  Fixed Index Annuities offer 100% Principal Protection with a 0% guaranteed floor.

2) Fixed Index Annuities are a suitable alternative to bonds in low interest rate environments and proven to out-perform bonds.

3) Understanding the available index strategies and crediting methods available are key to a fixed index annuity that performs well.

4) Using a Fixed Index Annuity during the 10 years before and after retirement are key to shielding assets from potential market crashes.

5) Proprietary volatility controlled indexes found in Fixed Index Annuities provide opportunity for safe growth, even during choppy markets.

6) Fixed Index Annuities structured for growth typically have zero fees unless a rider is elected for enhanced participation or lifetime income.



To request your free annuity rates report or speak with a licensed professional visit https://annuityassociation.com/findyourannuity



Ibbotson Report:  Annuities:  Consider The Alternative:  https://d1aettbyeyfilo.cloudfront.net/annuityassoc/12118405_1597171559139Ibbotson_Fixed_Indexed_Annuities18_1.pdf

Discover the basics of using a Fixed Index Annuity for safe accumulation with zero market downside risk to and through retirement.

Key Take-Aways:

1)  Fixed Index Annuities offer 100% Principal Protection with a 0% guaranteed floor.

2) Fixed Index Annuities are a suitable alternative to bonds in low interest rate environments and proven to out-perform bonds.

3) Understanding the available index strategies and crediting methods available are key to a fixed index annuity that performs well.

4) Using a Fixed Index Annuity during the 10 years before and after retirement are key to shielding assets from potential market crashes.

5) Proprietary volatility controlled indexes found in Fixed Index Annuities provide opportunity for safe growth, even during choppy markets.

6) Fixed Index Annuities structured for growth typically have zero fees unless a rider is elected for enhanced participation or lifetime income.



To request your free annuity rates report or speak with a licensed professional visit https://annuityassociation.com/findyourannuity



Ibbotson Report:  Annuities:  Consider The Alternative:  https://d1aettbyeyfilo.cloudfront.net/annuityassoc/12118405_1597171559139Ibbotson_Fixed_Indexed_Annuities18_1.pdf

39 min