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Retiring with Confidence: A case for using FIAs in Pre-Retiree Accumulation Portfolios
November 9, 2022 @ 10:30 AM - 11:30 AM
Join us as Igor Zamkovsky, Director and Head of Indexed Annuity Strategy for BlackRock, dives into proprietary research detailing fixed indexed annuities (FIAs) as an allocation option for pre-retirees accumulating assets for their retirement. He’ll address key findings, including:
- Where an FIA allocation can offer greater upside when suitably funded
- How an FIA can reduce extreme bad outcomes in balanced portfolios
- Impacts of FIAs on conservative and cash-heavy portfolios
- The value of volatility-controlled indices in FIAs
As producers aim to build pre-retiree client portfolios that can deliver better overall outcomes, this information is a must-have. Reserve your spot now!