Ten years ago, Joan invested her $100,000 401(k) lump-sum in a no-load S&P 500 Index mutual fund.
Unfortunately, over the last ten years, Joan's Index fund lost 25% of its value, leaving her with less than $75,000.
Ten years ago, Jane also had a $100,000 401(k) - which she put in a tax-deferred indexed annuity with a 10% bonus.
Even though the stock market was down, Jane's principal and gains were protected against loss and indexed to market gains.
2000-2010: JOAN'S MUTUAL FUND LOST 25%
ENDING VALUE: $74,747
Since Jane's annuity is part of her retirement
plan, she made sure to choose the
Jane's annuity's Income Rider compounds
at 8% a year, guaranteed.
SUITABLE FOR NON-QUALIFIED & QUALIFIED FUNDS (INCLUDING TAX-FREE ROTH IRAs).
FOR ILLUSTRATION PURPOSES ONLY - NOT AVAILABLE IN ALL STATES
Annuities are products of the insurance industry and are not guaranteed
by any bank or FDIC insured.
© 2010 UNDERHILL FINANCIAL