If your clients have money in bond funds to hedge against market risk, that would be a typical diversified portfolio. And since bonds have an inverse relationship with the market, it makes sense.
But when interest rates rise, clients can lose value on bonds, especially bond funds. To help limit exposure to interest rate risk, you may want to suggest clients consider adding fixed indexed annuities (FIA) to their portfolio.
Complete the form and we’ll send you the whitepaper on how four key advantages of a fixed indexed annuity make them a competitive alternative to bonds.
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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances.
When you buy a fixed index annuity, you own an insurance contract. You are not buying shares of any stock or index. This is not a comprehensive overview of all the relevant features and benefits of fixed index annuities. Before making a decision to purchase a particular product be sure to review all of the material details about the product and discuss the suitability of the product for your financial planning purposes with a qualified financial professional.
NOT FDIC INSURED, MAY LOSE VALUE, NO BANK OR CREDIT UNION GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENTAL AGENCY.