As interest rates remain historically low, investors and their advisors are seeking fixed income alternatives. Here’s how a next-gen fee-based advisory FIA may fit the bill.
Introducing IndexMax ADVSM: a first-in-kind commission-free fixed index annuity (FIA) offering layered crediting strategies designed for maximizing accumulation by adding: (1) A no-loss floor to (2) Annual Performance Credits during years of index growth, along with (3) one-time Term Participation Credits that stack atop cumulative annual accumulations.
Download the white paper to learn how allocating a portion of a client’s fixed income to IndexMax may improve accumulation and protect the downside.
