How Much Would You Need to Gain Just to Break Even?
Most people focus on the loss. The real problem is what it takes to get back. See the math — then see your alternative.
Run Your Numbers
Gain Needed to Break Even
62.6%
Your Portfolio Value
Still $250,000
$0 loss
You're $96,250 ahead with a protected strategy
Hypothetical illustration only. Past market performance does not guarantee future results. FIA participation rates and caps vary by product and carrier.
What This Means for You
The Asymmetry Is Real
A 50% loss requires a 100% gain. A 38% loss requires 61%. The math never works in your favor.
Time Is Your Most Valuable Asset
Every year spent recovering is a year not growing. At 58, you may not have 7 years to wait.
There Is a Middle Path
A Fixed Indexed Annuity links growth to the market index but floors your losses at 0%. You never start from behind.
This Is Why I Do What I Do
I've watched people work their entire careers to build a nest egg — and then lose 40% the year before they planned to retire. They had to keep working. That's not a market problem. That's a planning problem. I became a financial professional to make sure that doesn't happen to the people I work with.
I work with multiple carriers, which means I'm not selling you any one company's product — I'm finding the right fit for your situation. The call is free. The math doesn't lie.
See What a Protected Strategy Could Look Like for Your Portfolio
Free 20-minute call. No pitch. Just the numbers.
Book Your Free Strategy CallAshley Doebert — WealthRoots Financial