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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! 

View the Report

*Life Annuity Specialist, “Fixed-Indexed Annuities Easily Beat Bonds in 25-Year Barclays Study,” 5/18/22.

For annuity information or illustrations contact Beau Blouin with 3 Mark Annuity Marketing at 281-269-2371 or by email at beau.blouin@3mark.com.

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