Alternative Strategies: Equity-Indexed Annuities


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Eli Mitcham speaks out on common financial planning concerns. Information provided here is meant to be general in nature and should not be construed as a solicitation to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Disclosure to Consumers

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Learning About Equity-Indexed Annuities

These unbiased, third-party articles are a great way to learn on your own about these unique but complex fixed annuities. Each of the links below is to a PDF document you can view, share, and print.

Exploring the Equity Indexed Annuity: A Guide for Consumers. This white paper is written to examine the EIA from a perspective for the individual. The EIA is a relatively new investment and little independent information exits. You will learn about what makes a good EIA Credit Method and what makes a bad one.

All EIAs Are Not Created Equal . This article demonstrates the differences in how interest is credited to the Equity Indexed Annuity.

Making Good EIA Choices . Special considerations should be made when choosing an EIA for Retirement Income.

Will Your EIA's Returns Meet Your Expectations? This article will uncover many false assumptions regarding the interest produced by various EIA Crediting Methods.

If you would like to meet with our Certified EIA Specialist, either in person or by telephone, please use the use the CONTACT US link and let me know.

I look forward to meeting you!