Protected Accumulation from Wholehan Marketing

Tim Beauregard, Regional VP – South

Fixed index annuities offer a protected accumulation solution for your clients who want to protect their retirement savings from market downturns while having more growth potential than what traditional fixed income assets are offering today. (.17% for a 1-year CD over 100K or .93% on 10-year Treasuries.)

Today’s short term five-to-eight-year index annuities offer diverse index accounts that provide interest based on the returns of equity market indices and multi-asset, risk-based indices like the S&P 500 Index, the Russell 2000, the MSCI EAFE, PIMCO Global Optima, ML Strategic Balanced Index, and the AQR DynamiQ Allocation Index with no annual fees unless optional riders are purchased.

The table below shows how these diversified indices combined with a strong S&P cap give your clients more choices for growth potential than index annuities of the past.

Give Wholehan Marketing a call with your next client to discuss the potential benefits for their retirement savings. 1-800-535-6080.

Recent Posts

June is Annuity Awareness Month

Tim Beauregard VP-South Every June, financial professionals, insurance companies, and advocacy groups across the United States observe Annuity Awareness Month. The initiative was established to educate consumers about annuities and their role in retirement planning....

Life Insurance Market Insights & Consumer Trends

Jody Horetski Life Insurance Consultant As we progress through 2025, it's clear the life insurance landscape continues to shift. Staying informed about coverage gaps, consumer behavior, and growth opportunities is essential to serving today’s clients effectively....

How Market Volatility Affects FIA Participation Rates

Annuity Sales Consultant In today’s unpredictable economic environment, the word “volatility” continues to dominate conversations. It’s not just influencing the stock market; it’s also playing a major role in how fixed indexed annuities (FIAs) are priced and...

Annuity Sales Dip Slightly, But Economic Concerns Could Revive Growth

Tim BeauregardRegional VP-South Annuity sales in the U.S. reached $105.4 billion in Q1 2025, down 1% from the record set a year ago, according to LIMRA. Despite the dip, this marks the sixth consecutive quarter where total sales exceeded $100 billion. LIMRA’s Bryan...