4 Ways an FIA May Shield Your Clients from Index Volatility

Retirement income that’s right on track

The up and down cycles of the stock market could impact a retirement portfolio’s growth over a period of time. Market fluctuations early in retirement could be detrimental for your clients in the long run. 

How a fixed index annuity may help

Fixed index annuities such as the IncomeShield Series are not directly invested in the stock market and provide many benefits, including: 

• Principal protection from index volatility
• Tax-deferred growth until withdrawal is made
• Diverse crediting strategies
• Guaranteed lifetime income 

Help keep your clients’ long-term retirement income goals right on track by protecting their money from losses due to index volatility. Check out a demonstration on the sequence of return risk with two hypothetical retirement portfolios invested directly in the S&P 500® over the course of a 20-year period.