I’m constantly looking for new investment options that are “out-of-the-box” and innovative. Fortunately, the investment landscape is always changing and companies are constantly innovating.
Recently our company began using the investment option “Defined Outcome”. It provides downside market protection without the long-term contract of an annuity. It also provides attractive upside potential when the markets make gains.
Take a look at the short explainer video that I put together here:
If you’d like to know more about how to use Defined Outcome investments in your retirement strategy, please contact me.