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Are rising rates a bad thing? A quick annuity positioning idea for you to share with your clients.
The US 10YR Treasury is up over 30% in the last year.
On March 16,2022 The Fed announced the first rate increase since 2018 with others potentially planned for later this year.
The rule of thumb is for every 1% change in interest rates the bonds value will decrease by the same amount as it’s duration. Check out the attached example. Are your clients prepared?
A Fixed Indexed annuity from Great American can help turn a negative into a positive!
- Assets 100% protected from negative market movement.
- Performance tied to Equity markets
- Need liquidity? 10% liquidity available immediately. RMD friendly.
- Legacy Planning? 9% Guaranteed Death Benefit option available - no medical questions.
Use the flyer and attached email template with your clients to explain why it’s important for your clients to schedule time with you before it’s too late.
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