BalancedChoice Annuity Offers Clients the Opportunity to "Buy Low, Sell High"

  • Originally published May 20, 2014 , last updated November 7, 2014
  • Annexus

It’s the most basic, yet sound investing advice you’ll ever hear: buy low, sell high. It’s difficult to do though and all but impossible with an indexed annuity — until now.

With the addition of the Shiller Barclays CAPE™ index option to the new BCA, Annexus is giving clients the opportunity to do just that. Put simply, the Shiller Barclays CAPE™ index is a customized version of the S&P 500. Every month it invests in the four sectors of the S&P that are rated the best value according to the Relative CAPE™ (Campbell-Shiller Price/Earnings Ratio). So it’s constantly buying low and selling high.

What’s the outcome? In backtesting the Shiller Barclays CAPE™ outperformed the S&P 500 by 3.5 percent since 1988, with half the volatility.

The Shiller Barclays CAPE™ index is based on the research of Robert Shiller, Nobel Prize winning economist, Yale professor and best-selling author of “Irrational Exuberance,” which correctly predicted the 2000 collapse of the tech stock bubble.

You can read more about the Shiller Barclays CAPE index here.

To learn more about the new BalancedChoice Annuity and the Shiller index, call an annuity marketer at 1-877-645-4939.