Indexed Annuity Overview
Your clients can’t afford to jeopardize their retirement savings. Invest too conservatively, and they may not keep pace with inflation. Invest too aggressively, and they may lose their savings in a down market. Indexed annuities allow clients to benefit from potential market growth, yet offer downside protection.
Indexed annuities offer:
- A competitive interest rate linked to one or more published equity based indexes (excluding dividends)
- Tax-deferred growth opportunities (takes are paid on money when it's withdrawn)
- Guaranteed death benefits
- Guaranteed lifetime income
- An effective way to help meet your long-term investment objectives
Guarantees are based on the claims-paying ability of the issuing insurance company.