Home / Investment Strategies

What is an Investment Strategy?

Pre-defined asset allocation models for variable annuities are appropriate for investors who do not want to actively manage their annuity sub-account portfolio, for lack of time, experience or confidence. If you decide to use a pre-defined asset allocation model, consider your age, estimated time until retirement, current financial stability, and tolerance for market volatility when selecting a risk profile (such as conservative, aggressive, etc.).

 

Continue


ANNUITY FYI’S TOP INVESTMENT STRATEGIES PICKS

Company Product Name
ohio-national Asset Allocation Models
axa-life-insurance AXA Allocation Portfolios
jackson_national JNL / S&P® Managed Portfolios
Click Here for Complete List…

FROM OUR BLOG

Annuities: Protection Against Market Volatility

In 2008, the stock market tanked in dramatic fashion, with the Dow declining by more than 50%. This was the …

Read More

MetLife’s Brighthouse Financial Launches First Annuity Product

On Monday, the consumer life insurance and annuity unit from MetLife Inc., Brighthouse Financial, launched its first new product, a …

Read More

ETF-only Variable Annuities Gaining Traction

As the implementation date of the new fiduciary rule gets closer, we’re seeing an increase in development of fee-based advisory …

Read More

Optimize Cash Flow in Retirement with this FIA Combination

Finding a steady, solid cash flow in retirement can be rather difficult in today’s climate. According to a recent Kiplinger …

Read More

ARTICLES & GUIDES

Should You Worry That the Stock Market Keeps Setting Records?

This is a good time to review your total investment portfolio, whether you own annuities or not. If you’re an average…

We haven’t had a bear market in years, but one is coming at some point – it always does – and it is a bear market, in particular, that challenges investor confidence. As the market keeps declining, investors tend to worry whether it will ever end. It is a particularly nerve-racking experience for retirees living on fixed incomes.

The Downside of Holding a Concentrated Position

Most investors know a diversified portfolio makes great sense. It won’t produce a grand slam homerun, but it always…

Financial Freedom text on paper sheet with magnifying glass on chart mobile phone,compass, pen, on wooden table - business, banking, finance and investment concept

Another Advantage of Annuities: You Can Be More Aggressive with Non-Annuity Funds and Fare Better Long-Term

Financial advisor Curtis Cloke learned long ago that one way to sell annuities to wealthy near-retirees is to show them…

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

Market-Linked CDs – A Retirement Income Supplement That May be Worth Considering

You may find an MLCD to be a good companion to your fixed annuity, which also has no market exposure and, reflecting the times, pays low interest rates…

Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models

Criteria for Evaluating Annuities with High Performing Investment Strategies & Asset Allocation Models

When evaluating the asset allocation models and investment strategies available through the various variable annuities…

The Wealthier, the Quicker to Sell in a Downturn?

The Wealthier, the Quicker to Sell in a Downturn?

Part of the debate over the Department of Labor’s new fiduciary rule and the related debate over “robo” financial advice…

Share Button

Annuityfyi.com - Prefooter

Contact

Mailing Address:

1165 NE 105 St.
Miami Shores, FL 33138

Email:

support@annuityfyi.com

Phone:

(866) 223-2121

Follow Us On

Copyright © 2017 AFYI Holdings Group, LLC, All Rights Reserved

Share On Facebook
Share On Twitter
Share On Google Plus
Share On Linkedin
Share On Pinterest