FIA EDUCATIONAL SERIES

Navigating the Choice of Fixed Indexed Annuities

For 25 years, fixed indexed annuities (FIA) have been helping consumers enjoy downside protection and upside potential in their retirement plans. Yet these products, how they are built and why they can play a vital role in helping create a secure retirement are still widely misunderstood.

NAFA’s newest educational series seeks to examine key factors in allocating a portion of one’s nest egg to an FIA. As part of the process of Navigating the Choice of Fixed Indexed Annuities, we examine carrier, index lineup and performance considerations that should form the backbone of a client’s (and agent’s!) decision. When combined with an analysis of other benefits, one can perform a comprehensive, independent evaluation and make choices with confidence.

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