Fixed Indexed Annuities & Retirement

So, why should your employees consider choosing a fixed indexed annuity within their plans?

With more growth potential than a traditional fixed annuity, downside protection and the option to select guaranteed lifetime stream of income during retirement, the moderation of risk and potential reward can make fixed indexed annuities a key component of a balanced financial plan.

 

What is a Volatility Controlled Index?

How to Use these Resources

  • Having a benefit fair? Include these resources in your invitation email.
  • Distribute during all-employee meetings.
  • Place handouts in your employees’ mailboxes, the kitchen or employee lounges.
  • Share to your employee-only website and social media groups.
  • And, be sure to check back often! New resources are continually added.

When you spread the word, you ensure your plan stays in compliance with IRS Universal Availability requirements!

Why are Retirement Experts Reconsidering Fixed Indexed Annuities

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