Index-Linked Annuities

Index-linked annuities are sometimes called ‘buffer annuities’ or ‘structured annuities.’ Since they are variable annuities, investing in them may entail some moderate risk, but they are generally more conservative than variable annuities, which offer the option to invest in equities.

Index-linked annuities typically allow investors to allocate to one or more ‘crediting methods’ that are linked to indexes like the S&P 500. No-load index-linked annuities on the RetireOne Platform offer some measure of protection via ‘buffers’ and ‘floors’ which aim to help shield investors from market losses.

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