Uncapped upside on the S&P 500 with a 135% participation rate and a 10% downside buffer over the next 6 years. Sounds too good to be true? This is exactly what new business in Allianz Index Advantage+ is getting for the month of August.
Higher interest rates have had a positive impact on several existing strategies (money markets, CD’s, and treasuries just to name a few). One strategy that has benefited greatly from today’s higher rates is the registered index-linked annuity or RILA. These products provide indexed return potential with the opportunity for varying levels of protection through multiple index options, tax-deferred growth potential, a variety of lifetime annuity payout options, and a death benefit during the accumulation phase.
RILAs are subject to investment risk, including possible loss of principal. Investment returns and principal value will fluctuate with market conditions so that units, upon distribution, may be worth more or less than the original cost.
Join us Thursday, August 31st, 12pm for a virtual lunch & learn to discuss how, where, and when a RILA may be a good fit for a retirement plan.