Fixed Index Annuities as an Asset Class

Fixed index annuities have historically outperformed fixed income—while never experiencing negative returns.

Written by Wade Pfau, PhD, CFA, RICP®, Fixed Index Annuities as an Asset Class, demonstrates how FIAs provide high consumer value during stock and bond bear markets. Using historical data Pfau estimates how past participation rates for an FIA would have hypothetically performed relative to bond and stock holdings back to the 1920s. This whitepaper makes the case for FIAs as a key portion of your client’s retirement portfolio allocation. Click the button below to read the groundbreaking research.

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