Principal Protection & Growth Potential Retirement Strategy

Principal Protection & Growth Potential Retirement Strategy

​Market losses require exponentially higher market gains to recuperate (i.e. -30% loss needs 42.9% return to "break even" after 1 year).  Sometimes, loss can be recuperated, but time cannot.  A fixed indexed annuity can help save years of recovery.  Unlike variable annuities, mutual funds or stocks, money held inside fixed indexed annuity is guaranteed protected from down market.  Fixed indexed annuity is an insurance product and designed for long term stability.  Guaranteed principal protection is an important factor to many retirees after the 2008 market crush.  Since 1995, millions of consumers have placed over $721 billion funds into fixed indexed annuities.  No policy owner has ever lost a penny due to market declines. In addition to protection of principal, bonus and interest credited to the fixed indexed annuity are also protected.  Indexing strategies are designed to generate interest credits based on the performance of the specific index.  The good news is that while you are not investing in the market directly, you are able to have the benefits of market-like growth without exposure to market loss.  Contract owners have variety of index-linked interest crediting strategies based on the performance of an external index (e.g. S&P 500®, ), many of which include a cap, participation rate, or margin (spread). Once interest is credited, it can never be decreased due to market volatility.  Your hard earned money will be protected and have growth potential.  Please check out our short videos of Fixed Indexed Annuity under Insurance tab.  As insurance companies continue to innovate and creating new retirement solutions, our advanced software monitoring over 800 best annuities from the top rated insurance companies.  Contact us today to find out if fixed indexed annuity is suitable for your low interest earning CD's or IRA's.  

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(626) 757-2948​
​Brea Office:
135 South State College Blvd
Suite# 200
Brea, CA 92821​

​Temple Office:
5948 Temple City Blvd
Temple City, CA  91780

Culver Office:
300 Corporate Pointe
Suite #250
Culver City, CA 90230
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