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FAQ - Protection from Market Losses and Market Volatility

In this FAQ, we turn our attention to how clients can protect against market losses while still having the opportunity to participate in significant gains.


What are Buffered Annuities?


How Does a Guaranteed 20% Protection Level Protect the Client Against Market Losses?


Market Volatility Remains Historically High. Are Buffered Annuities a Good Hedge Against Volatility?


How are Gains Taxed?


If the 20% Downside Protection is Guaranteed, is the Client Giving up Market Upside?


Annuities offer tax deferral. Does it make sense for a client to hold an annuity inside a qualified account?




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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRASIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

 

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