Efficient Frontier

Interact with the efficient frontier tool to illustrate downside income risk versus accumulation return and residual wealth.

$350,000 $50,000
$1,000,000
20% Equities / 80% Bonds

Current investment mix with no annuity:

Equities
Bonds
40% 0%
100%
  • Other equity/bond mixes
  • Current selected baseline portfolio
  • Selected strategy with rider

in equity annuity
with a mix of
in equities
in bonds
Equities / Bonds

Provides:

in equity annuity
with a mix of
in equities
in bonds
Equities / Bonds / Annuity

Provides:

The efficient frontier can maximize portfolio success by helping clients meet
the "increased income threshold" to ensure retirement income for life.