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"Learn how a fixed indexed annuity (FIA) may be just what clients are missing."

Growth potential, protection from market downturns, and tax-deferred growth. The valuable combo makes fixed indexed annuities a unique and powerful tool within clients’ retirement portfolios. Ready to start telling the FIA story?

In partnership with Athene, John Rafferty of Rafferty Annuity Framing is sharing why a fixed indexed annuity can offer unique value in the right scenarios, especially as an alternative to multi-year guaranteed annuities (MYGAs).

Get tools to tell the FIA story:

• Perseverance in market cycles -Showcases the long-term resilience of the market and why staying focused is key.
• Athene FIA: Growth and protection for clients’ retirement assets - Explains FIA benefits like market-linked growth potential with principal protection from market loss to help clients feel secure.
• Impact of interest rates on financial growth over time - Shows how interest rates affect financial strategies and can help you tailor your offering to fit clients’ needs

 

The views expressed by the speaker(s) are not necessarily representative of, or endorsed by, Athene Holding Ltd. and its affiliates.

Any information regarding taxation contained herein is based on our understanding of current tax law, which is subject to change and differing interpretations. This information should not be relied on as tax, legal or financial advice and cannot be used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. We recommend that taxpayers consult with their tax or legal professionals for applicability to their personal circumstances. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit.

Indexed annuities are not stock market investments and do not directly participate in any stock or equity investments. Market indices may not include dividends paid on the underlying stocks, and therefore may not reflect the total return of the underlying stocks; neither an index nor any market-indexed annuity is comparable to a direct investment in the equity markets. Although fixed indexed annuities offer principal protection from market downturns, the deduction of applicable charges could exceed any interest credited, resulting in the loss of principal.

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