Are traders leaving features on the desk?

Sponsored by New York Life

It’s a traditional query that pre-retirees ask their advisors usually: how do I proceed to hunt development in my belongings whereas defending them on the identical time? For a lot of advisors, Fastened Listed Annuities are a well-liked answer. They provide engaging development potential that’s tied to the efficiency of a market index (just like the S&P 500) whereas defending the account worth from ever falling beneath the unique funding (in case the index performs poorly). Nonetheless, Fastened Listed Annuities sometimes cap (learn: restrict, limit) how a lot development traders can obtain in a given yr.

New York Life’s newest whitepaper—Are your shoppers leaving features on the desk?— offers an evaluation of the buildup phases of a brand new answer and Fastened Listed Annuities. This new answer, a variable annuity with an accumulation profit rider, affords market publicity whereas offering entry to draw back safety. This evaluation exhibits that this new answer could present extra development than you could suppose. Full the registration kind to obtain the white paper.