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Must Read Wharton Study:

Real-World Index Annuity Returns

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“Real-World Index Annuity Returns” is one of the most important studies in the industry today. Learn real, vital information that you can present to your clients about Fixed-Index Annuities and how they have proven to perform for other clients in history.

It is the first empirical exploration of fixed indexed annuity (FIA) returns based on actual contracts that were sold and actual interest that was credited.

According to the authors of this critical study “As financial professionals, we are tasked with assisting our more risk-averse clients to protect themselves from black swans and many of us have a fiduciary responsibility. One of the significant developments for principal or asset preservation vehicles has been the fixed index annuity.”

This critical, timely report reveals that:

• Annuity returns have been competitive with alternative portfolios of stocks and bonds.

• Their design has limited the downside returns associated with declining markets.

• They have achieved respectable returns in more robust equity markets.

• Studies that have criticized FIAs are typically based on hypothesized crediting rate formulae, constant participation rates and caps, and unrealistic simulations of stock market and interest rate behavior. When actual policy data are used, the conclusions change.

Complete the form above for instant access to the Free Must-Read Wharton Study Real-World Indexed Annuity Returns