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What is a Fixed Indexed Annuity (FIA)?

Industry | June 16, 2016

June is Annuity Awareness Month, and despite many positive media articles that champion the purpose of annuities in a retirement portfolio, many retirees still want to know exactly what a fixed indexed annuity (FIA) is. While an FIA isn’t for everyone, there are a variety of opinions on these misunderstood financial products, many of them negative.

To set the record straight, we’ve put together a few basic facts about FIAs and what they’re designed for. We’ve also included some helpful questions for clients to ask their financial advisors when looking to purchase an FIA.

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Written on June 16, 2016 by:

Thomas Zebley

Thomas Zebley Thomas Zebley leads The Impact Partnership’s annuity sales team, helping advisors understand and deliver the right products to their clients. He has his own cooking blog, two daughters, and was in the Airforce.

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