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SELF ASSESSMENT

How Much Do You Really Know About Fixed Index Annuities?

Fixed index annuities have become an increasingly popular option for those seeking potential growth with downside protection. But understanding how they work—and whether they may fit your financial strategy—requires knowledge beyond the basics. Take this brief assessment to gauge your understanding of FIAs and discover areas where you might benefit from a deeper conversation with a financial professional.


8 questions · ~4 minutes

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Ronald Briggs
Ronald Briggs FIC, CRPC® Briggs Financial Group

Financial Professional Ronald J. Briggs Jr, FIC, CRPC®, is an industry veteran with over four decades of experience. As the founder of Caitlin John Private Wealth Management, a Fiduciary based Registered Investment Advisor firm established in late 2010, the inspiration and namesake of Caitlin John was conceived from Ron and his wife Kristin’s two children’s middle names. The vision then and future legacy was to build a fiduciary-based advisory firm to continue serving his clients and future generations grow his practice. The boutique feel and personalized experience that Ron’s clients felt spread to other Advisors both locally and nationally and enabled the Firm to grow exponentially to this date. Each of these Advisors came to Caitlin John to be part of our “FIDUCIARY” and independent Registered Investment Advisor (RIA) firm with their own individual brand and identity they built in their local community. With that being said, Ron and his Team of Tax and Risk mitigation experts are proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its dual national headquarters located in Brighton, Michigan and Bonita Springs, Florida.

Disclaimer: The information provided in this article is for educational purposes only and should not be considered investment, tax, or legal advice. Please consult with qualified professionals regarding your specific situation.