Putting the Liberty BOLD Living Annuity to the test…

To obtain this article in PDF format click here

ARTICLE WRITTEN BY DUANE NICHOLLS CFP®

Let’s take an example based on hypothetical inception date of April 2004 to illustrate the guarantee top up percentages to income and the maturity payment (since 2004 would have matured in 2009). Therefore experiencing the full brunt of the 2009 Global Crisis..

 
  • The guarantee top-up percentages is given on the left.
  •  The return graph’s axis is given on the right.

In conclusion, one can see how the BOLD Living Annuity has given an investor the ability to take on more investment risk with the guarantee of a High Water Mark protecting the downside risk of the overall investment.

Life is about living. Life is about being BOLD…