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Rethinking the approach to the classic 60/40 portfolio
The classic stock/fixed income approach to portfolio diversification, traditionally structured as 60% stocks/40% bonds, is under increasing pressure.
Some financial professionals think the next evolution of portfolio construction may require rethinking 60/40 by adding different sources of diversification and potential return. Having conversations about diversification in your asset allocations may be helpful as you work to achieve your retirement savings goals.
This Allocation Conversation Starter allows you to:
See how purchasing a Registered Index-linked Annuity (RILA), then allocating among various crediting strategies, would have performed under historical index returns using current Cap and Participation rates, Buffers and Floors.
Compare ForeStructured Growth Registered Index-Linked Annuity (RILA) against a hypothetical traditional 60/40 portfolio of equities and bonds. Learn how the addition of a Registered Index-linked Annuity (RILA) may help balance the uncertainty of market volatility by preserving upside potential while adding limited exposure to losses.
Note: Withdrawals prior to the end of a term may have a positive or negative impact on the strategy value at the end of the term which may be significant.