The Annuity vs. Bond Debate
Fixed indexed annuities outperformed A rated bonds — and it’s not even close. Want proof? How about 25 years’ worth of data?
According to a recent Barclays study, the annuity did better than bonds in “98% of rolling seven-year periods from January 1997 to March 2022.”*
If you’re still on the fence about relying on fixed indexed annuities over bonds with clients, simply download the two-page report, and then give me a call to discuss clients’ opportunities!