Real Estate Indexed Annuities

By Cathy DeWitt Dunn

A real estate indexed annuity is a unique product that is tied to the Dow Jones Real Estate Index. The Dow Jones U.S. Real Estate Index includes Real Estate Investment Trusts (REITs) and other companies investing in real estate through development, management, and/or ownership of real estate in the United States.

This four-part series is derived from the Safe Money Talk Radio and the Women Money and Power Talk Radio shows and takes an in-depth look at real estate indexed annuities. As you watch the videos, if you have any questions, please give us a call at 972-473-4700.

Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

Part 2 on Safe Money Talk Radio on Real Estate Indexed Annuities

With the markets in turmoil the last few weeks, my biggest piece of advice to clients has been to re-evaluate and re-balance their retirement portfolios to make sure at least some of their money is protected from stock market loss. It’s always a smart move, especially if you are in or near your retirement years. A look at the numbers shows why – a 20% drop in stock market value could reduce your future income by 20% each year, forever. The market would have to rebound 25% just for you to break even. And, if you are taking income during this time, you may find yourself treading water or, worse, running out of money during your retirement years. ~ Cathy DeWitt Dunn

Part 3 on Women Money & Power Talk Radio on Real Estate Indexed Annuities

Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.