December 10, 2020
Are you still using the S&P 500 in your index annuities?
Do you have clients that are looking for alternative index options?
Could your clients benefit from a better risk/return profile?
- Wall Street is forecasting 4-7% S&P 500 returns over the next few years.
-
If the S&P 500 returns 7%* and the par rate is 50%...your client will experience a 2.5% net return.
We offer index annuities that have more than a dozen Smart Beta index options that would have netted your clients over 7% annually, for the past 10 years.
- NASDAQ Fast Convergence
- Credit Suisse Momentum
- Barclays Atlas
- BNP Paribas
- CIBC Balanced Asset
*excluding dividends
Call me to discuss any of these solutions for your clients.
Jason E. Lang,
Annuity Specialist
781.449.6800 ext. 237
