For example, if a prospective client comes to you and they've invested $1,000,000 and lost 20% their balance is $800,000. If they then gain 20% they end that year with a $960,000 account balance.
Their average return is +20-20/2 = 0%.
But in reality they've lost 4%!
This tool allows you to compare known indices (Dow Jones Industrial Average, the S&P 500, the NASDAQ and ETF symbol QQQ) to a carefully curated select group of high volatility equity only based indexes in the following Fixed Indexed Annuity Indicies:
Barclay's US Tech Index 12%
Barclay's Fortune 500 Vol Control 12%
This tool reveals the truth about the real earnings potential of these market available indexes on a few select limited distribution xes indexed annuities.
Simple sells and the numbers DO NOT lie.
The truth will catapult your production and your productivity to new heights.
Frankly, I am not worried at all about you using the Real Rate Reporter™.
In fact, what I expect is that you'll join the growing army benefiting from mathematical truth and transparency.
No problem. Everything you want to know is right here.
Indicies. Barclays/US Tech
Indicies. Barclays/Fortune 500 Vol Control
Again, not a problem. Call Justin Porco at 1-800-723-0533
We understand. The products were developed by us so we don't need to get in
your hierarchial way. Call Justin Porco or Aaron Gurskey at 1-800-723-0533.
OK. Lets's look at a 10% average annual return investment that lost 23.20%!
Starting Investment: $100,000
Year | Annual Return | Actual Gain/Loss | Ending Year Balance |
---|---|---|---|
1 | -20% | -$20,000 | $80,000 |
2 | +20% | +$16,000 | $96,000 |
3 | -60% | -$57,000 | $38,400 |
4 | +100% | +$38,400 | $76,800 |
Avg. Return: | 10% | Real Return: | -23.20% |
Avg. Return
-20 + 20 - 60 + 100
4
Real Return
$100,000 - $76,800 = ($23,200) Loss
$23,200 / $100,000 = (23.2%) Loss
If you sell safety, you know losses are more powerful mathematically than gains.
Any issues just call Lesli, our Software Development and Service Support Specialist.
Her direct line is 814-624-9767.
Lesli can answer all your software and billing support questions.
For product and/or index performance data
call Justin at 1-800-723-0533.
Plus...
As an added bonus, you'll also receive the
Advisors Guide to Choosing the
Right Fixed Indexed Annuity.
It's yours upon purchase.