Indexed Annuitiy: A $200 Billion Market

11 months ago Ted Bernstein 0

Should you have a portion of your retirement assets in an indexed annuity? There is a great deal of information about how to allocate retirement assets. A fixed indexed annuity offers upside with virtually no downside.

  • If you want to create an income stream that is guaranteed for life, an indexed annuity may be the right tool.
  • If you want to protect your principal and receive a guarantee that you will NEVER lose it, you may want to consider an indexed annuity.
  • If you want market gains without market losses, a fixed indexed annuity will provide this “market insurance”.
  • Only an insurance company can guarantee 100% principal protection and income for life.

Americans concerned about security in retirement are buying more than $200B of indexed annuities. Watch the video below to learn about the advantages of using a fixed indexed annuity versus variable annuities that continue falling out of favor for retirement planning.

Please contact me at 561-869-4500 or email me about a complementary consultation for indexed annuities and a review of your coverage.

You can visit us at

Also published on Medium.


Related Posts

Ken Fisher Hates Annuities? Pros and Cons + The Truth

Ted Bernstein 2 years ago
Does Ken Fisher hate annuities? If Ken Fisher is against guaranteed, lifetime income in retirement, then maybe Ken Fisher hates annuities. Read the annuities pros and cons here before... Read More

Department of Labor Fiduciary Rule is DOA

Ted Bernstein 2 years ago
Today, the President delayed the Department of Labor’s Fiduciary Rule that was set to take effect in April. I have been advocating for either a repeal or a delay... Read More

How Much Life Insurance Should You Buy?

Ted Bernstein 2 years ago
Term Insurance Rates Are Remarkably Low! How Much Life Insurance Should You Buy? From Who? It is important for consumers to have a good understanding of how inexpensive term insurance... Read More

Insurance Industry Must Do Better.

Ted Bernstein 2 years ago
Advertising & Marketing 101 If you stop to think about it, when was the last time you saw a life insurance company target an event like the NCAA tournament,... Read More