• 60% of FSD's business deals with qualified funds. Further, FSD maintains instant access to traditional fixed annuities that are proper for the investment vehicles to be used within pension plans.
• We offer equity-indexed fixed annuities which are also ideal products to use inside the pension plans. These annuities are indexed to the S&P 500, thus offering opportunity for stock market growth. As a fixed annuity, however, it protects 100% of the principal deposit and even guarantees a minimum interest rate. While providing unlimited growth potential, indexed annuities significantly reduce the plan sponsor's fiduciary liability when compared to conventional securities that expose funds to stock market risk.
• FSD is highly experienced with IRA rollovers when participants terminate their employment. We will not only recommend the appropriate indexed and traditional fixed annuities, we will also provide the necessary paperwork and guidance so that funds are transferred in a well-timed fashion.
• With one phone call to FSD we will shop for the most competitive immediate annuities (taking into consideration the carrier ratings) to fund payouts from a DB plan or other retirement plan. We will provide you with quotations from our top four carriers within one hour of your request.

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