Most financial services professionals would agree that managed accounts use the S&P 500 as their “benchmark”. This means that their goal is to outperform the S&P 500. While managed accounts are relatively safe because they are “being managed”, they still fall into the category of significant risk. This report will show an FIA crediting method vs the S&P 500 with a management, or sometimes called, “Brokerage Fee” added into the historical performance. It is interesting how many FIA crediting method can actually historically win.
Call your FMO and request this report. You will need to specify the product and method used and what fee you want to show on the S&P 500 (we suggest 1%, 1.5% or 2%). You can get this report in regular chart size or big chart size.
Below are some examples of this report. (Please note that we included a 20% Draw Down on the FIA rates that were published in March of 2023):
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