Do Your Clients Have a Protected Accumulation Gap?

When a bear market strikes, your clients might realize that they don’t have sufficient funds protected from market losses, or the time to recoup. This is called a Protected Accumulation Gap. 

If a withdrawal is taken when the market is down, it will take an increase in value much greater than the decrease for the portfolio to recover. 

Start discussing protected accumulation options with your clients early, and show them how protected accumulation can help them build a retirement that can handle the unexpected. Fixed index annuities, like those in American Equity’s AssetShield™ series, can help fill this need. 

Use this helpful flyer to show clients the challenges of recovering from a withdrawal during a bear market, and how AssetShield 10 and AssetShield BONUS 10 provide both protection, and opportunities for accumulation.