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Downside Market Protection Strategy

Investors in 2022 continue to face different challenges when it comes to their preparation for retirement.  One of these challenges that many of our clients are facing is that they are seeking growth when the risks are greater.  By using a Fixed Index Annuity your client can eliminate market risk & utilize tax-deferred growth.  He/She will never experience any losses due to poor market performance and their money will see faster growth because of the interest earned on dollars that would otherwise be taxed.

4 Advantages of Using a Fixed Index Annuity:

  • Easy for your client to understand
  • No monthly/annual fees
  • Eliminates market risk
  • Opportunity for growth with fixed rate & index-linked strategies

Do you have any clients that could benefit from a Fixed Index Annuity?  Give us a call today at (973) 435 3784

To see an annuity illustration, e-mail the following details to

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