Advisory Annuity Impact Calculator

What can it mean to client portfolios?

Balancing Growth Potential with Asset Protection

Measure the impact the IndexMax ADVSM advisory fixed indexed annuity (FIA) on client portfolios. Using Monte Carlo simulations, this calculator treats the IndexMax ADV FIA as an asset class, reallocates (or replaces) or portion of the portfolio to IndexMax ADV, and compares the hypothetical performance of that portfolio versus a portfolio with an allocation to a traditional FIA, and an unprotected portfolio. Use this tool to learn how these factors may impact hypothetical returns:

  • market conditions
  • percentage of portfolio replaced by IndexMax ADV
  • allocations to underlying asset classes in the portfolio

Simply enter some information about yourself in the form at right to get started.

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