A 50% Participation Rate on the S&P 500® is more powerful than you think
This strategy has an annualized return of 6.74% from 2013 to 2023 without ever posting a negative year.
Today’s financial professionals need to have the right tools and resources to make their clients’ comfortable retirement a reality. At WealthVest, our goal is to provide these valuable consumer-approved resources for the modern financial professional.
Below you can find our library of sales tools to help aid your client conversations around Fixed Index Annuities with a 50% Participation Rate on the S&P 500®
Click the links below to download the PDF’s of these consumer-approved resources
50% is more powerful than you think
50% is more powerful than you think covers how Fixed Index Annuities with a 50% participation rate on a hypothetical FIA can help bring protection and positive growth to retirees. Download this consumer-facing sales tool by clicking the button below or by clicking the image to the left.
The power of annual reset
The power of annual reset helps demonstrate how the annual reset feature on FIAs can help bring competitive returns and principal protection to risk averse clients. Click the button below to download this sales tool to aid in your conversation around a key feature of FIAs.
Do you have bear market insurance?
An investor close to retirement can be more adversely impacted by losses than an investor who has time on their side. With this in mind, WealthVest's Do You Have Bear Market Insurance?, dives into past historic bear markets, and how long it took the market to recover. It also dives into a way to help protect against bear markets, and offer competitive growth in a fixed index annuity. Click the button below to download this consumer-approved sales tool.
What is your inflation hedge?
With inflation on the rise and bond yields increasing how can you insulate your portfolio from inflation damage? This sales tool provides context to today’s inflationary environment as well as looks at the long view of US interest rate cycles. It also helps demonstrate how fixed index annuities can help protect against losses, while delivering competitive returns. Click the button below to download this consumer-approved sales tool.
What is your favorite fixed income alternative?
With interest rates on the rise from historic lows, investors are left with decisions on what to do with their fixed income investments. This consumer-facing sales tool provides historic context of today’s interest rates and positions a fixed index annuity with a 50% participation rate on the S&P 500® as a hedge against falling bond values in the secondary market. Click the button below to download this sales tool.
Value of a participation rate
The value of a participation rate strategy sales tool easily explains what a participation rate strategy is, and how various participation rates performed since the turn of the century compared to different crediting strategies. Click the button below to download this sales tool.
Take wins and no losses
If there was a poker game, where you could split 50% of the pot and never lose any money, would that be a game you would be interested in playing? This sales tool helps explain how a FIA with a 50% participation rate is much like playing this game. Click the button below to download this sales tool.
To discuss how you can incorporate Fixed Index Annuities featuring participation rates fill out the form below or give us a call at 877 595 9325
