Volatility-Controlled Annuity

While the S&P 500 remains the most popular index for an index annuity due to its simplicity and familiarity, volatility-controlled indices have become popular as well.

A volatility-controlled index tracks a basket of assets that changes regularly with the goal of making the index fluctuate up or down less than the S&P 500 index. Consider the pros and cons of a volatility controlled-index annuity in determining whether it is the right fit for clients.

 

Contact: Lisa Martin, Public Relations Director, Grady Britton
P: 503.972.8832
lisam@gradybritton.com