Watch Indexed Annuity Rate Caps

April 24, 2018 by Allison Bell

Analysts at Cannex Financial Exchanges Ltd. have come up with data to support a common belief about indexed annuities: that limits on the amount of index gains an annuity owner can keep are a big deal.

The issuer of a non-variable indexed annuity guarantees that the holder will earn a minimum, fixed rate of return. The issuer then adds an adjustment to the return if a stock market index, a bond market index or other specified index does well.

Click HERE to read the full story via ThinkAdvisor.

Wink’s Note: There needs to be more disclosure around the parameters of these studies to avoid a misleading hypothesis.

Originally Posted at ThinkAdvisor on April 24, 2018 by Allison Bell.