Multi-year guaranteed annuity (MYGA) rates are as strong as they’ve been in years, but a Fixed Indexed Annuity (FIA) has the potential to outperform that guarantee over a five-year holding period. Join Alex Hill, Senior Business Development Wholesaler at Athene, as he:
Recaps decades of S&P 500® performance, and how often positive years have occurred, to provide historical context for FIA crediting strategies.
Details how much capped growth a FIA might need over a contract term to potentially match or exceed a MYGA’s guaranteed return.
Shows how a FIA is structured to offer the same downside protection clients want, alongside the potential for higher returns.
Multi-year guaranteed annuity (MYGA) rates are as strong as they’ve been in years, but a Fixed Indexed Annuity (FIA) has the potential to outperform that guarantee over a five-year holding period. Join Alex Hill, Senior Business Development Wholesaler at Athene, as he:
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