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Understanding the Fixed Index Annuity Structure

Today’s fixed income environment has been difficult to navigate and deciding which products or solutions will best serve investors can be a challenge. In this session of Office Hours, we are joined by our friends at DPL to learn more about their mission of bringing low-cost, commission-free annuities and life insurance as a complement to fixed income solutions.

This conversation will touch on Avantis’ decision to partner with Barclays to create an index designed to work well for fee-based advisors, as well as an overview of the FIA structure and how it could be used to complement an existing allocation of stocks and bonds. We will also discuss how DPL partners with fee-based advisors and where they are seeing advisors implement these solutions into their practices.

The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.

David Lau (DPL Financial Partners) and Tim Rembowski (DPL Financial Partners) are not affiliated with American Century Investments.

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You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus, which can be obtained by visiting Avantisinvestors.com or by calling 833-928-2684, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

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Mutual Funds: American Century Investment Services, Inc., Distributor.

Exchange Traded Funds (ETFs): Foreside Fund Services, LLC – Distributor, not affiliated with American Century Investment Services, Inc.

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