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Revolutionizing Equity Investing

  • Nov 30, 2023
  • 1 min read

Updated: Jan 19

Ready to explore potential ways to outshine traditional equity index investing? Join Tofig and his daughter Lili as they guide you through the fascinating world of Registered Index Linked Annuities (RILAs).


Discover how RILAs have evolved to meet the demands of the modern investor and gain insights into their key features, including:

  • Downside Protection

  • Growth Potential

  • Cost

  • Liquidity

  • Who should consider RILAs and

  • Where do they fit best


INTRIGUED?

We don’t blame you, hang tight and enjoy eye-opening exploration!



We hope you've found our dive into RILAs both enlightening and enjoyable.


Take RILA for a Test-Drive


Curious about RILAs in action? We've crafted a dedicated blog post just for you. Dive into our downloadable RILA Toolkit to learn how RILAs would’ve behaved under various market conditions.






💬 Talk to Us

Whether you have questions or simply want to discuss RILAs further fill out the 'Get in Touch' form below or give us a call. We're here to assist you every step of the way.



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We kindly ask you to help us spread the word about benefits of RILA’s by sharing this post with your network and thanks so much for being a part of our financial exploration journey!

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Important Disclosures and Privacy Policy

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Prairie Capital Management, BFCFS, and BFC Planning, Inc. are independent entities.

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​Check the background of your financial professional on FINRA’s BrokerCheck.

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Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy. Please consult your Financial Representative for further information.

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Annuities are complex and not suitable for all investors. Carefully consider the risks and possible consequences involved prior to making an investment decision. Guarantees are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. It is possible to lose money with an Indexed Linked Annuity, as surrender prior to the end of the annuity term could result in a loss. Surrender charges associated with Indexed Annuities may significantly impact liquidity. Some Indexed Annuities impose a monthly limit of the amount by which an investor may participate in the upward performance of the related index, thus further limiting the profit potential of the investment. Some Indexed Annuities do not credit any measure of market participation to the investor until a significant number of years have passed. Past performance is not necessarily indicative of future results.
 

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