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: Justin Smith, Senior PR Counselor, Bader Rutter
P: 262.938.5483
jsmith@bader-rutter.com

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