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.