Next Monday, May 16th, Madison Brokerage will be offering our most competitive 5 year Fixed Index Annuity Caps (S&P 500) EVER!
Fixed Index Annuity Strategy (5 year)
1 Year S&P 500 Annual Point-to-Point Cap: 7.00%
How could your clients benefit from a product (FIA) like this?
- Upside Potential ✔
- Asset Protection ✔
- Liquidity ✔
Example: Your client purchases a Fixed Index Annuity (FIA) that credits you each year with the return of the S&P 500 Index for the prior year up to a cap of 7.00%. You put $100,000 into the annuity on Jan. 1, 2022, and by Jan. 1, 2023, the S&P 500 Index has returned 10.00%. In this example, on Jan. 1, 2023, you will be credited 7.00% of your principal ($7,000) in interest instead of the full 10.00% return of the S&P 500.
Interested in hearing more? Call Steve Dunn: (973) 435-3784
For an annuity illustration or client review e-mail the following details to sdunn@madisonbrokerage.com:
- Client:
- Age:
- Premium:
- State:
- Qualified/NQ:
