The current bull market is on a high streak and thus an attractive time to investment for retirees. However, given the market history a correction is likely in the future. Santoli: 2017 could be the bull market's big finale, describes the "bull market as a phase, when the public gets excited about the market, the economy edges toward overheating and stock valuations get stretched a bit too high, inviting the next downturn." What does this mean for your client's who are looking to get gains on their investment for retirement?
Fixed indexed annuities protect your client's investments by providing a safe zone for their investment. That means your client can never lose their original investment, but get growth opportunity if the market goes up!
Download and use this client facing one sheet with graph to show the potential FIA Accumulation Value in comparison to the S&P 500 Index. This illustrates the FIA investment opportunity to your clients as well as provides them with confidence that their retirement income will be there when they need it.
It is no wonder that the popularity of Fixed Indexed Annuities (FIA) is increasing due in part to the roller coaster ride the stock market has taken in the last decade. News headlines speak of potential increases to the Fed's benchmark interest rate this month, which would correlate to more earning potential from a Fixed Indexed Annuity. Now is the time to start a conversation on the opportunities of FIA participation with your clients.
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