Searching for a Fixed Income Alternative?

Help Clients Consider Options Beyond the 60/40

Show clients how a fixed index annuity (FIA) can provide a unique combination of growth potential, asset protection and lifetime income that a traditional 60/40 stock and bond portfolio may not offer. 

A powerful fixed income alternative

See how how adding an FIA to a diversified portfolio in today’s low interest rate environment offers clients the potential to:

• Generate higher growth and income than many fixed income assets
• Reduce interest rate risk and protect against market downturns
• Secure more income for life for both spouses