Why Use a Fixed Indexed Annuity Instead of a Bond Allocation


You’ve probably heard about the 60/40 rule in financial planning. Sixty percent of your portfolio is allocated to equities and 40% to bonds. But it’s no secret that bonds are not paying too well. In this show David shares how using a Fixed Indexed Annuity instead of bonds may pay off. Also, he explains what an Independent Financial Adviser is and how they operate. This is a super informative show that we believe you’ll get a lot of good content out of. Let us know what you think!

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