Retirement income counselor Eric Kamin shares why now could be a pivotal time for investors to consider repositioning their portfolios toward equities.
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Shareable thoughts from our Senior Retirement Income Strategist Kate Beattie
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INSURANCE SERIES FUNDS
As one of America's largest variable annuity asset managers,* we offer a core 19 insurance-dedicated funds — 12 of which are aligned with their retail American Funds mutual fund counterparts.
*Source: ISS Market Intelligence Simfund, as of 12/31/24. Variable annuities not including fixed accounts.
†Our aligned funds share identical investment objectives, portfolio manager teams and management expenses to their retail counterparts.
INSURANCE PARTNERS
Capital Group was one of the first in the industry to offer funds exclusively to insurance companies. Learn more from some of the over 20 companies we work for:
Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.