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“Using a RILA as an Alternative Asset Allocation for Fixed Income”

Today’s investors face a challenge — how to maintain growth potential while managing risk. This paper explores how a registered index-linked annuity (RILA) with Dual Directional Yield Crediting strategies can offer downside protection and growth potential. See how these strategies compare to traditional bonds and why they may be a compelling addition to your clients’ portfolios.

Having innovative solutions that help your clients balance growth and risk is crucial for success. Fixed income investments have long been a staple, but rising interest rates and market volatility create challenges for investors relying on bonds for stability.

This white paper explores the Dual Directional Yield Crediting Strategies, available only through ForeStructured Growth II (RILA), and how they can offer an alternative for your clients’ portfolios.

Download now to discover:

  • How RILAs can serve as an alternative to traditional fixed income investments.
  • The mechanics of Dual Directional Yield Crediting Strategies and their historical performance.
  • Ways these strategies provide a balance of protection and growth.
  • Insights from historical data comparing RILAs to bond returns.
  • How RILAs can offer income potential through Performance Credits.

Offered Free by: Global Atlantic Financial Group

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      By completing and submitting this form, you understand and agree to WisdomInterface processing your acquired contact information as described in our privacy policy.

      No spam, we promise. You can update your email preference or unsubscribe at any time and we'll never share your details without your permission.