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Identifying With The Best Equity Indexed Annuities

By Rosella Campbell


Unlike other products available at the market, investors prefer those attracting maximum returns relative to the risk exposure. For that reason, best equity indexed annuities allow one to earn potential gains in appreciating stock market while providing a shield eliminating penalties when it declines. They offer a platform to gain higher returns while simultaneously eliminating exposure of principal to potential market risk.

The guarantee provided to the policyholders mandate them to willingly give up portions of potential gains in upside market. This places them as attractive products to retired individuals alongside those approaching the retirement bracket. Considering that these investors remain fully shielded from losses attributed by market risk under a minimum interest rate, the owner conceded a share of the market gain. Although the investor never receives the entire gain, it constitutes a prudent trade-off while avoiding stings emerging in the market volatility.

The desirability of the contractual terms mandates performing a comprehensive analysis of the terms prior to forming an opinion on the best annuities. The contractual terms of the best products locates their foundation from the participation rate and minimum rate guaranteed on crash years. Equally, knowing the amount charged as administration fees and calculation platform serves an informative role to investors.

Firstly, assessing the participation rate involves comparing the growth yield that one would obtain as earnings by carrying the contract to its maturity. Examining this rate enable the investors identify products generating greater gains than others. Although most would reflect small variations, these features constitute the influencing ground of the anticipated returns. An investing party should always prioritize deriving the greatest gain through growth via higher participating rates.

Securing maximum returns during spells of market volatility and crash years should entice the investor to commit to the product. In this light, spotting higher interest rates with potential to attract the maximum during loss making years, should tempt more investment. This leaves financial contract warranting higher minimum returns constitute a better investment platform.

Capping allows the insurance companies limit the earnings that one may realize during the extraordinary years. While avoiding such caps leaves the investor at a positive platform of realizing the entire gains, one should desire products least eroding their baselines. Subsequently, attempt to extract more earnings constitute offsetting the caps through higher participation rates.

Various index annuities utilize different crediting methods in the calculation of the annual returns. Although the high water mark and point-to-point methods have inherent advantages, the annual reset criterion shields the account balance from declining below the previous returns. This will ensure the previous earnings remain secured and the balance would never drop to lower levels.

The provisions of these annuities place them as less liquid compared to those carrying fixed or varying terms. For an investor planning to make premature withdrawals, they should prioritize those characterized lenient vesting schedules. Equally, channeling in annuities featuring low administration fees would minimize the annual deductions from the principal. Investors should welcome finding those that are without administrative fees as such are counterproductive to the annual yield.




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