Wharton School of Business on Fixed AnnuitiesThis is a great report by The University of Pennsylvania's Wharton School of Business on Fixed Annuities. Although because the annuities of today are much different than the annuities when this report was written we have to disagree with some of the information; however, the point is clear when it comes to retirement.
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 | FIXED ANNUITIES |
"There is no asset category that outperformed them. We were extremely surprised, really just amazed," says David Babbel, professor emeritus of insurance and risk management at The Wharton School of Business, who conducted a study of fixed-index annuity returns beginning in 1995.
- Forbes Magazine June 5, 2009
It is recommended that you watch ALL 5 videos below before proceeding to the detailed links in the left hand margin. Once you have watched the videos we will highlight Fixed Index Annuities and compare the Fixed Index Annuity to other investment and savings accounts.
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"THE 401(k) FALLOUT"
This video is incredible to watch about Wall Street and 401(k) qualified plans in particular.
"FIXED INDEX ANNUITY SAVES RETIREMENT"
This video reiterates The Trust Groups position on "never" losing money.
"STOCK ANALYSTS CAN'T BELIEVE IT"
Although she still couldn't quite figure it out; the rest of the panel certainly did.
"CHANGE YOU CAN CONTROL"
A brief outline of the control you have before and after retirement with a fixed index annuity.
"YOU CAN HAVE IT ALL"
That's right, with a fixed index annuity you can have it all. Safety of Principal, Upside Potential, Tax Deferral and Income for Life.
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