Today’s conversation is about certainty
In our recent Global Atlantic 2023 Retirement Insights Survey, we polled 1,001 investors and discovered that, following a tumultuous 2022, they have very real concerns about what 2023 holds in store for their portfolios. Could a fixed index annuity (FIA) help add some certainty to their strategy?
are concerned about volatility, recession or high interest
say portfolio protection is important to them
have discussed protecting a portion of their investments with a financial professional
feel they are adequately protected from a market downturn
Can we talk? The new conversation toolkit
The following resources can help you start, expand and close the new allocation conversation, offering FIAs as a fresh approach for adding some certainty to your clients’ portfolios.
Start the Conversation
If you have clients wondering what happened to their portfolios in 2022, these resources can help you explain this extraordinary occurrence.
Expand the Conversation
After a disastrous 2022, the 60/40 investment strategy seems to have bounced back, but for how long? How can you help investors prepare for what’s next? It’s all about stability.
Close the Conversation
Here’s a key talking point: Some annuities can add a “certain something” to a portfolio. And that “something” is certainty.
Start a conversation with us!
For more information about our fixed index annuity strategies and client resources, contact your wholesaler or request a call.