FIA
How to share in the market's rise without the losses
Principal protected when markets fall, interest credited when they rise. How an indexed annuity works.
Drag to turn
Zero is the floor. However far the index drops, that year credits 0% rather than a loss.
0% FLOOR
Principal protected
No year ever credits a negative.
CAP · RATE
Upside participation
Credited within the cap and participation rate.
OPTIONAL
Income rider
Lifetime income can be added on.
One number is not the decision
Do not decide on a single interest figure. How the interest is credited is what determines your actual return.
- You want room to grow More upside than a CD or MYGA offers
- Market risk is a burden You don't want to risk principal investing directly
- Medium to long term money Funds you can leave for roughly 7 to 10 years
