The Matrix: Perception vs Reality

How often do you hear about individual investors beating the market? You hear about the wins of individual investors and careers are made from beating the market but research shows not every investor is so lucky. In this consumer approved sales tool, we explore how the individual investor has fared relative to the market since 2000, the behavioral reasons behind the underperformance, and how fixed index annuities can help mitigate poor investment behavior. Click the button below to download this consumer-approved sales tool to use in your next client meeting.

To speak to a member of our wholesaling team about this tool click here or call 877-595-9325