Using Fixed Indexed Annuities as a Bond Alternative

Book 2

Traditionally, a 60/40 portfolio model has been used to build wealth, but the market’s current volatility, and rising interest rates has caused bonds to underperform. When bonds aren’t yielding the desired returns, it’s time to consider a Fixed Indexed Annuity (FIA) as an alternative.

A recent study by AllianceBernstein showed that using fixed index annuities as a bond alternative improved portfolio outcomes 72-92% of the time.

We developed a comprehensive guide to help you:

  • Demonstrate where an FIA fits into the client’s financial plan
  • Deliver reliable income with FIAs
  • Protect against market downturns
  • Provide more growth & wealth to the client
Using Fixed Indexed Annuities as a Bond Alternative-Book 2