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.
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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.