Episode #209: Bonds vs. Indexed Annuity: Where to Allocate as Interest Rates Rise By Kyle Tomko | September 20, 2021 Annuities, Money Script Monday Share this post Share Tweet Share with a client Share with a colleague In a time where interest rates are at an all-time low, are owning bonds and bond funds a wise investment asset to reduce portfolio risk? Knowing that interest rates will eventually rise in the future, existing bonds will experience significant losses. We believe that balancing your portfolio with not only stocks but also fixed indexed annuity contracts would accomplish the same goals that a bond would. In this week’s episode of Money Script Monday, Kyle analyzes the benefits of reducing your bond exposure while providing alternative investments to protect your capital once interest rates begin to rise. Resources Provided for This Episode Video Transcription Whiteboard Image Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now! Have any questions? Give us a call at 888-LIFEPRO or email us at email@example.com. Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away! About Kyle TomkoKyle Tomko is a Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.