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7.00% S&P 500 Cap [5 Year FIA]

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

  • Client:
  • Age:
  • Premium:
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  • Qualified/NQ: