Download your free guide on

Fixed Indexed Annuities: Consider the Alternative

This guide focuses on uncapped fixed indexed annuities which, if structured properly, can help control financial market risk, mitigate longevity risk, and may outperform bonds over time. 

Get Your Copy:

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Annuities deserve a place in retirement portfolios, and the evolution of the industry has made these vehicles more flexible and attractive. As with any investment, working with a trusted advisor/provider and doing your own due diligence is key. 

In this guide, Roger G. Ibbotson, PhD and colleagues, will show that a generic FIA using a large cap equity index in simulation has bond-like risk but with returns tied to positive movements in equities, allowing for equity upside participation. For these reasons, an FIA may be an attractive alternative to consider.

Pin It on Pinterest