Using the Index Protector 7 as an asset class, the tool provides a side-by-side comparison of a portfolio with and without the fee-based product. Monte Carlo simulations illustrate a range of possible outcomes and the benefits of having downside protection, while allowing participation in market upside.
This allows you to see and analyze different results based on market performance and interest rate changes, including the impact on accumulation, standard deviation and Sharpe Ratio.
Fixed-indexed annuities offer benefits that might be missing from your clients’ portfolios, such as principal protection and lifetime income options. But are certain myths keeping you from offering these valuable solutions to your clients?
It’s time to learn the truth behind the myths!