How A Fixed Indexed Annuity May Help With Sequence Of Returns Risk


David begins by sharing a story about how his family adopted their dog, Oscar. It’s a fun story!

The show topic is Sequence of Returns Risk and the impact it can have on your retirement.

He shares strategy we use at our firm to help combat sequence of returns risk. The strategy involved is called a Fixed Indexed Annuity, and he share how it works.

He compares it to investing in the stock market and go back in time to show a fixed indexed annuity it would have performed during the “Dot Com” stock market crash and in the Great Recession compared to the stock market.

CNBC article mentioned in the show: https://www.cnbc.com/2020/06/19/the-stock-market-is-running-out-of-steam-with-reopening-trades-fading-and-economic-data-uneven.html

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