Advisory Annuity Impact Calculator

What can it mean to client portfolios?

Balancing Growth Potential and Protection

Measure the impact of the fee-based IndexMax ADVSM fixed indexed annuity (FIA) on client portfolios. Using Monte Carlo simulations, this calculator treats the IndexMax ADV FIA as an asset class, reallocates (or replaces) a portion of the portfolio to IndexMax ADV, and compares the hypothetical performance of that portfolio versus a portfolio with an allocation to a traditional FIA, and an unprotected portfolio. Use this tool to learn how these factors may impact hypothetical returns:

  • market conditions
  • percentage of portfolio replaced by IndexMax ADV
  • allocations to underlying asset classes in the portfolio

Click here to go to the calculator.


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