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60 Years of S&P500 VS Index Linked Annuities

  • Dec 13, 2023
  • 1 min read

Updated: Sep 24, 2024

Hey finance enthusiasts, ready to make your money work smarter, not harder? Join Tofig Mammadov as he takes you on a through tour of the RILA Toolkit by examining how Registered Index Linked Annuities could have weathered diverse market conditions over the past 60 years.


Download the toolkit below and let's dive into the world of smart investing!





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S&P500 6-Year Rolling Returns


This is a slightly modified version of a graph from the video that represents all available 6-year total returns of the S&P500 Index sorted from low to high from January of 1960 through October of 2023. Returns are not annualized, but total and calculated on a 72 month basis.


Missed intro to RILAs video?


Click on the link below and gain insights into RILAs key features as well as where do they fit best and who should consider investing in them.




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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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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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