Financial Mistake: Not considering unbiased third party research about fixed indexed annuities.
Independent Study on Fixed Indexed Annuities
Fixed indexed annuities can be an excellent vehicle for savings and retirement. There are many features and benefits that we have discussed throughout this website. However, don't take out word for it. Consider the research findings of a neutral third party to equip you with additional facts as you evaluate the appropriateness and appeal of a fixed indexed annuity for you and your family.
The Wharton Financial institutions Center (Wharton College, Pennsylvania) released a report entitled "Real World Index Annuity Returns" that uses real data from actual policyholders to provide you with an accurate assessment of the performance of these products*. We hope that you will find this information useful and have the entire report available here for your review.
As a preview, we have listed some sample quotes found in the report below.
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*This article is being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Future Benefits or its agents. We are not stock brokers or financial advisors and do not give investment advice. We are not tax advisors and do not give tax advice.