How An Indexed Annuity Could Benefit You...

Paul K. Dunn
May 12, 2017
1 min read

This week we spoke about how important it is to know the difference between Fixed, Variable and Indexed Annuities. Since we only offer the best products for retirement protection, here's some info about one of the superior savings vehicles you can use to create a stress-free retirement. We prefer Indexed Annuities as our primary cash flow asset and here's a bit of information helping you understand more about the basics features.

Indexed Annuity

An indexed annuity is a fixed annuity that typically provides the contract owner with an investment return that is a function of the change in the level of an index, such as the S&P 500, while guaranteeing no less than a stated fixed return on the investment. These products are designed for individuals who want to partake in the benefits of a market-linked vehicle with a protected investment floor, if there is a downturn in the benchmark index. Some indexed annuities also offer riders that guarantee income for life, even if the annuity value declines to zero.

Below is a video to help you understand the basics of an Indexed Annuity & why it is our preferred Retirement Protection product.

And here is a testimonial from someone who used an indexed annuity to protect their retirement savings.

Disclaimer: J & Sons Retirement Advisors do not own the rights to the videos used in this post. All data and information provided by J & Sons Retirement Advisors is for informational purposes only.

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