Broker Check

Do annuities make sense for your portfolio?

June 22, 2024

In a recent study of retirement savers, close to 90% of survey participants agreed that they are worried about inflation and its impact on their retirement savings1. Whether this period of inflation is short lived or not, it’s crucial to stay focused on your long-term financial strategy. We may be able to help.

During periods of uncertainty, annuities may be a beneficial option as they can help provide a steady stream of guaranteed income*, while also offering growth potential regardless of market performance. Annuities can help mitigate market risk, even during downturns, but may also provide gains during upswings. This added benefit to your investment portfolio may be helpful in times of heightened inflation.

Contact me to learn more.

¹The American Council of Life Insurers 2023 Retirement Savers Survey

*All guarantees are dependent upon the claims paying ability of the issuing insurance company.

This material is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

2023-161765 (Exp. 9/25) *pre-approved content*