Why Advisors Shouldn’t Dismiss Index-Linked Annuities

Why Advisors Shouldn’t Dismiss Index-Linked Annuities

- in Annuities, Featured, Income, Insurance, Money, Retirement
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According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns which are not reproducible by any simple strategy of combining stocks with bonds.” A retiree may prefer this altered distribution of possible returns to a conventional portfolio.

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