By using a fee-based fixed-indexed or registered index-linked annuity as an asset class, this tool provides a side-by-side comparison of a portfolio with and without a fee-based product. Monte Carlo simulations illustrate a range of possible outcomes and the benefits of having complete or partial downside protection, while allowing participation in market upside.

This simulation allows you to see and analyze different results based on market performance and interest rate changes, including the impact on accumulation, standard deviation and Sharpe Ratio.