Indexed Strategy
Indexed Strategy
Applying an Indexed Strategy allows you the ability to gain interest based on the performance of an Index, without any downside risk or volatility. Essentially your funds are not -In the market, but rather your funds are - Linked to the market. Some of the most well-known indices include, but are not limited to, the S&P 500 Index, the Global Index, Fidelity Multifactor Yield 5% ER Index, Barclays Trailblazer Sector 5 Index, Credit Suisse Balanced Trend 5% Index, and many more. Depending on how a policy or contract is structured, this type of strategy can allow your money to grow and be accessed on a tax-advantaged basis, often with more flexibility.
Applying an Indexed Strategy allows you the ability to gain interest based on the performance of an Index, without any downside risk or volatility. Essentially your funds are not -In the market, but rather your funds are - Linked to the market. Some of the most well-known indices include, but are not limited to, the S&P 500 Index, the Global Index, Fidelity Multifactor Yield 5% ER Index, Barclays Trailblazer Sector 5 Index, Credit Suisse Balanced Trend 5% Index, and many more. Depending on how a policy or contract is structured, this type of strategy can allow your money to grow and be accessed on a tax-advantaged basis, often with more flexibility.
Some of the known benefits of utilizing an indexed strategy include, but are not limited to :
Principal protection to your funds from risk or market volatility
Flexible use of your funds without any Penalties, Restrictions or Age Limitations
Liquidity and easy access to your funds
Removing unnecessary advisor or money management fees that greatly erode your funds over time (Even a 1% fee attached to your money over the course of 20 years can wipe away up to 10 years of spendable retirement income)
Tax-Free growth & Tax-Free access to your funds
Greater peace of mind when saving for your future or retirement
Some of the known benefits of utilizing an indexed strategy include, but are not limited to :
Principal protection to your funds from risk or market volatility
Flexible use of your funds without any Penalties, Restrictions or Age Limitations
Liquidity and easy access to your funds
Removing unnecessary advisor or money management fees that greatly erode your funds over time (Even a 1% fee attached to your money over the course of 20 years can wipe away up to 10 years of spendable retirement income)
Tax-Free growth & Tax-Free access to your funds
Greater peace of mind when saving for your future or retirement
