Accumulation focused indexed annuities all share similar characteristics:
- No downside market risk
- Surrender schedules range from 5-10 years
- The longer the surrender, the higher the potential for returns
- Historical returns fall between multi-year-guarantee-annuities and equities
- 10% Free Withdrawals
These products are ideal for a conservative client who wants to have moderate upside with no market downside.
If you’d like to discuss this concept in more detail, you can set up a time to talk or simply request a quote for a client.