In today’s ultralow rate environment, a traditional 60/40 portfolio may not generate the growth and income clients need to realize their retirement goals. That’s why now may be a great time to consider an FIA for your clients’ portfolios.
In a new report, AllianceBernstein (AB) found that:
- A diversified portfolio enhanced with an FIA beat the 60/40 portfolio 72%-92% of the time depending on the interest rate environment.
- The frequency of outperformance increased to as high as 99% when a guaranteed living benefit rider was added and retirement income was considered.
See how adding an FIA could help your clients build a brighter future!
To get help with new illustrations or for more information, call 801-568-2626 or email us at [email protected]
- September 13, 2021
- Brad Neves
- Announcement, Annuity
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