Rethinking the “40” in the 60/40 Portfolio

With today’s ultralow interest rates, a traditional 60/40 stock and bond portfolio may not provide the income clients need to retire the way they want. Check out this sales idea to see how adding a fixed index annuity: 

• May outperform a traditional 60/40 stock and bond portfolio 72%-92% of the time*
• Can help protect against interest rate risk and market volatility
• Can help guarantee income for life, regardless of market performance 

*Based on hypothetical scenarios of AllianceBernstein (AB) research. Results are not guaranteed.