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Quickly illustrate the potential impact of protected income sources on clients’ portfolio withdrawal rates and their investment portfolios.
*Source: ISS Market Intelligence Simfund, as of 12/31/23. Variable annuities not including fixed accounts.
Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.