Fixed Indexed Solutions and Income Annuities are instrumental for portfolio protection against pandemics.
Low volatility and consistent growth in the markets can create a dangerous comfort-zone of complacency. Without a sound financial plan that ensures an investor’s personal and portfolio risk is aligned, history shows that investors are wired to over-leverage risk as they approach retirement. Hiring a professional advisor starts with a comprehensive risk analysis and portfolio stress test. We will start by ensuring your ‘actual risk tolerance’ is aligned with your portfolio, and show you a ‘worst-case’ stress test from unexpected events such as COVID-19. We will help you make sure a portion of your principal is downside protected with our indexed products and investment solutions.

Ask us about our Fixed Indexed Annuities (FIAs), Registered Indexed Linked Annuities (RILAs) and Income Annuities, and how we inject them into your overall portfolio to leverage risk and protect your investments.

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    Here are some items requested before a receiving a quote: 

General medical information: height, weight, blood pressure, etc.

Outstanding debt remaining on things such as mortgage, loans, etc.

Specific information regarding medical conditions

Income level and occupation

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