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These days it’s tough to decide to stay invested in the stock market, while you hope for gains… but fear a market loss. A Fixed Indexed Annuity may offer you protection against stock market losses, while offering you the potential to profit from the market’s gains. Indexed annuities offer a minimum guaranteed interest rate, combined with an interest rate tied to a stock market index, such as the S&P 500 or the Dow Jones Industrial Average.
So, instead of counting on the performance of a single stock, you can select a single index for your funds or spread your dollars across several indexes. Depending on the annuity, some crediting strategies allow for greater upside potential, while others lock in a gain up to a certain percentage.
Fixed Indexed Annuities offer a way to diversify your portfolio, mitigate some market risk, and stay positioned for the next market gain. To find out more about Fixed Indexed Annuities, call us today.
Bruce T. Yenk CFP
Robin M. Yenk
https://www.rmjfinancialgroup.com/
(Bruce) 732-705-4321
(Robin) 732-851-4065
*An indexed annuity should be considered a long term investment and may include, but is not limited to, asset fees, participation rates, caps, and surrender schedules. Credited interested is based upon a formula linked to the corresponding stock market index and may be more or less than the actual index performance. Indexed annuities do not include dividends. Withdrawals prior to age 59 1/2 may be subject to an additional 10% tax penalty. Surrender charges may apply. Guarantees are provided by the claims-paying ability of the underlying insurance company.