Discover Equity Index Annuities!

How would you like to have your invested assets tied to a barometer of the American Economy without any exposure to risk?  Now you can.

Equity linked Indexed Annuities are here!  The returns on your assets are linked to an outside source, the Standard and Poor’s 500 Stock Index. (S&P 500)

Plus this unbelievable feature….

No Loss Provision
Possibly the most attractive provision of equity index annuities is the no-loss provision. No matter what happens to the American Economy, your funds are fully guaranteed to never lose money!  Plus any gain recorded in the annuity (anniversary) now becomes fully locked in and those funds are also guaranteed to never lose value.

Competitive Rates of Return
Concerns over inflation and making sure our future dollars are available to us for our retirement and other needs is essential. It becomes important to consider how the S&P 500 Stock Index has performed historically. Look at these returns over the past 20 years of the S&P 500 Stock Index.

5 years average rate of return              9.23%

10 years average rate of return             8.18%

20 years average rate of return             15.7%

Source is Yahoo Finance.

In the last 20 years, 5 years have been down years and 15 have been up years.

Equity linked indexed annuities only participate in up years and are protected against loss on down years.

 

Traditional Annuity Benefits
Equity index annuities offer the same benefits as traditional annuities such as these features:

·        Tax deferred growth

·        Transfer directly to heirs without probate

·        Access to your funds

·        Conversion at anytime to an income of any period, even lifetime!

 

Auto-Pilot Investing

Indexed linked annuities are like having your funds on auto pilot.  You only participate with the bulls (increase) and never hide with the bears(decreasing.)

“How would you feel about gambling if you went to Las Vegas and played blackjack. The situation is if you won a hand you got the money but if you lost to the house, you kept your bet, you didn’t lose. That is what indexed annuities, you only can increase and you have no exposure to loss.” 

Overall, equity index annuities are single-premium annuities that are performance-linked to the S&P 500 Stock Index. They guarantee security of principal and credited interest, and many don’t have a cap on earnings. When you consider the performance of the S&P 500, these annuities look even better.

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Guarantees are provided by the issuing insurance company and are state specific.  Each state regulates and approves contracts issued in that state. The Standard & Poor’s Composite Index of 500 stocks is generally considered representative of the U.S. stock market however actual performance of any index is not indicative of the performance of any particular investment.

 

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