Using an Index Protector fee-based annuity as an asset class, the tool provides a side-by-side comparison of a portfolio with and without one of these products. 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.
When you're ready to submit business, follow these three simple steps to streamline the process.
1. Integrate your CRM system to easily import client information. See how easy it is!
2. Complete the annuity application with Quick App SM, our electronic application system designed exclusively for RIAs.
3. Select e-delivery and have the annuity contract delivered right to your inbox within 24 hours of being activated.