An Investment Option To Complement Your Retirement Portfolio
Many retirees turn to fixed index annuities to participate in the potential gains of the market while minimizing downside risk. But changes in the investment climate and increased government regulations have created limitations to this retirement investment including surrender charges that can limit liquidity.
The FIA Retirement Companion Account created by Foresight Investment Advisors, advances the concept of a fixed index annuity. The Account employs a similar investment strategy to a fixed index annuity with the following benefits:
- 100% liquidity with no surrender charges
- Substantial reduction in costs and expenses allow for higher participation rates
- Transparent investment holdings with fully disclosed fees
- Availability to all investors regardless of age