An indexed annuity is a fixed annuity, but with a feature that gives it the potential for greater returns while providing a guarantee of a persons premium. That feature is a link to a market indicator or index.
Through the use of an Income Rider an index annuity can also provide predictable guaranteed lifetime income.
Use the links below to refresh your understanding of index annuities and how they work:
- What is an Index Annuity?
- Strategy for Any Market
- Going Broke Safely
- Power of Zero
- What Goes Up Does Not Have To Come Down
- Rule of 72 – How Compounding Works
- Using Tic Tac Toe To Explain An Index Annuity – This PowerPoint presentation illustrates where an Indexed Annuity fits between a CD and a mutual fund.