Game Changer! New AB Study on Fixed Index Annuities
In today’s ultralow rate environment, a traditional 60/40 portfolio may not generate the growth and income clients need to realize their retirement goals.
That’s why now may be a great time to consider an FIA for your clients’ portfolios. In a new report available exclusively from AIG, AllianceBernstein (AB) found that:
- A diversified portfolio enhanced with an FIA beat the 60/40 portfolio 72%-92% of the time1, depending on the interest rate environment.
- The frequency of outperformance increased to as high as 99%1, when a guaranteed living benefit rider was added, and retirement income was considered.2
See how adding an FIA could help your clients build a brighter future!
1AB research based on hypothetical scenarios. Results are not guaranteed.
2A guaranteed living benefit rider is available in select Power Series Index Annuities for an annual fee. Other restrictions and limitations apply. See the Owner Acknowledgment and Disclosure Statement for more information.