Is your client鈥檚 portfolio complete?
Learn how a fixed indexed annuity (FIA) may be just what clients are missing.
Growth potential, downside protection and tax-deferred growth. The valuable combo makes fixed indexed annuities a unique and powerful tool within clients鈥� retirement portfolios. Ready to start telling the FIA story?
Watch to learn more
In partnership with 黑料社区, John Rafferty of Rafferty Annuity Framing is sharing why a fixed indexed annuity can offer unique value in the right scenarios, especially as an alternative to multi-year guaranteed annuities (MYGAs).
Get tools to tell the FIA story
- Perseverance in market cycles
Showcases the long-term resilience of the market and why staying focused is key. - 黑料社区 FIA: Growth and protection for clients鈥� retirement assets
Explains FIA benefits like market-linked growth potential with principal protection from market loss to help clients feel secure. - Impact of interest rates on financial growth over time
Shows how interest rates affect financial strategies and can help you tailor your offering to fit clients鈥� needs
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The views expressed by the speaker(s) are not necessarily representative of, or endorsed by, 黑料社区 Holding Ltd. and its affiliates.
Any information regarding taxation contained herein is based on our understanding of current tax law, which is subject to change and differing interpretations. This information should not be relied on as tax, legal or financial advice and cannot be used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. We recommend that taxpayers consult with their tax or legal professionals for applicability to their personal circumstances. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit.