Question 1 - When is getting 50% of the S&P 500 gains better than getting 100% of the S&P 500 gains?
Answer 1 - When you can automatically "lock in" and keep those gains and never lose them when the stock market goes back down.
Question 2 - What years are the "best" years on the chart below? (warning - trick question)
Answer 2 - The years when the annuity earned a 0% interest , During the years when the stock market declined and "gave back" previous gains, the Fixed Index Annuity simply earned 0%.
The gains the Fixed Index Annuity received in previous years are "locked in" and simply cannot be lost when the market declines...
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