For our 2nd installment of our NAAM series, Madison Brokerage will share one of the main reasons why Fixed Indexed Annuities (FIAs) have emerged as the top annuity offering by US insurance carriers.
Madison Brokerage is now offering our most competitive five-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: 8.00%
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 provides credit each year with the return of the S&P 500 Index for the prior year up to a cap of 8.00%. They put $100,000 into the annuity on July 1st, 2022, and by July 1st, 2023 the S&P 500 Index has returned 10.00%. In this example, on July 1st, 2023, they will be credited 8.00% of their principal ($8,000) 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:
