The advantage of a Fixed Indexed Annuity is that you can’t lose your money, regardless of index performance, unless, during the early withdrawal charge period, you withdraw money, surrender your contract or annuitize your contract.
The Story of Bill and Karen
Bill invested $100,000 in stocks that make up the S&P 500® index. Over a 10-year period, he faced a dramatic market. Because his investment didn’t offer downside protection, the value of Bill’s investment, after dividends and taxes, decreased to $86,451.
Karen purchased a Fixed Indexed Annuity with a purchase payment of $100,000. Since a Fixed Indexed Annuity protects against market declines, her contract value grew steadily over a 10-year period, increasing to $140,916.
While past performance does not guarantee future results, with a Fixed Indexed Annuity, you can be certain that your money will be protected if you hold the Annuity through the early withdrawal charge period. Discover how a Fixed Indexed Annuity can offer you upside potential with 100% protection.
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