Annuity participation rates

June 30th, 2005 at 12:25 pm
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