Sponsored by New York Life
It’s a classic question that pre-retirees ask their advisors often: how do I continue to seek growth in my assets while protecting them at the same time? For many advisors, Fixed Indexed Annuities are a popular solution. They offer attractive growth potential that’s tied to the performance of a market index (like the S&P 500) while protecting the account value from ever falling below the original investment (in case the index performs poorly). However, Fixed Indexed Annuities typically cap (read: limit, restrict) how much growth investors can receive in a given year.
New York Life’s latest whitepaper—Are your clients leaving gains on the table?— provides an analysis of the accumulation phases of a new solution and Fixed Indexed Annuities. This new solution, a variable annuity with an accumulation benefit rider, offers market exposure while providing access to downside protection. This analysis shows that this new solution may provide more growth than you may think. Complete the registration form to download the white paper.