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  Annuity participation rates

  • Hello Friend, Happy Independence Day!

    Participation Rate

    The participation rate may vary greatly

    from one annuity to another and from

    time to time within a particular annuity.

    Therefore, it is important for you to

    know how your annuity's participation

    rate works with the indexing method.

    A high participation rate may be offset

    by other features, such a simple interest,

    averaging, or a point to point indexing method.

    On the other hand, an insurance company may

    offset a lower participation rate by also

    offering a feature such as an annual reset

    indexing method.

    Fixed index annuities --- "A much better than average
    chance at a much better than average rate of return"

    Best regards,

    Jeff McLeod
    800-286-1812 www.happyretiree.com
    Ar License number: 14525

    Advantage Compendium-- Index annuity research

    June 30th, 2005 at 12:25 pm

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