Equity Index Annuities allow you to participate in the markets gains, while protecting you from any market losses. Not only does your account never lose market value, but you can never drop below the highest point you have reached. If you look at the chart, you will see that in years 1, 2, 3, 5, and 6, that the returns on the mutual fund IRA were twice that of the equity index annuity.
Our team consists of financial professionals in the financial industry. We have a team of advisors nationwide that includes: CPA's, Tax Attorney's, Financial Advisors, Insurance planners, Mortgage Planners, Tax professionals, Tax Settlement team. Ben Gerritsen coordinates with our team and back office professionals. For over 20 years I have helped hundreds of individuals and families better their finances, get ahead to have a better life, achieve the American dream, improve their financial position in life to have a higher quality of living, to raise their standard of living.
Equity Index Annuities allow you to participate in the markets gains, while protecting you from any market losses. Not only does your account never lose market value, but you can never drop below the highest point you have reached. If you look at the chart, you will see that in years 1, 2, 3, 5, and 6, that the returns on the mutual fund IRA were twice that of the equity index annuity.
However in year 4, you can see with the mutual fund IRA (which can be any investment type of IRA), what goes up can also go down, but this is not so in an Equity Index Annuity because your account value can never drop. And for this reason, if you look at the total value after 6 years, you can clearly see the financial gains are because you’re getting complete downside protection from stock market downturns.