International Markets and RILAs: Balancing Opportunity with Protection

International Markets and RILAs: Balancing Opportunity with Protection

February 18, 2026

As foreign stocks continue to outpace U.S. markets—following a year of remarkable returns in 2025—many investors are looking toward international allocations. However, with greater opportunity often comes a higher perception of risk.

To address this, a specific type of insurance-sold tool is gaining significant traction: the Registered Index-Linked Annuity (RILA). By tying investments to international indexes while offering a built-in "buffer" against losses, RILAs are becoming a popular bridge for those wary of global volatility.


The Rise of the International RILA

While RILAs originally focused almost exclusively on the S&P 500, the landscape has shifted. According to data from Cannex, the proportion of RILAs pegged to the MSCI EAFE has grown from 44% to 64% in just three years. Even more striking is the emergence of options linked to MSCI Emerging Markets and the Euro Stoxx 50.

For investors who feel they missed out on the recent 30% jump in international markets, these products offer a way to participate in future growth with a defined safety net.

How the "Buffer" Works

The primary appeal of a RILA is the downside buffer. Unlike traditional investments where you feel every percentage point of a drop, a RILA insurer absorbs a set portion of the loss.

For example, a common structure might include a 10% buffer:

  • If the index drops 8%, the insurer absorbs the entire loss; your account value remains flat.

  • If the index drops 12%, the insurer absorbs the first 10%, and you experience only a 2% loss.

In exchange for this protection, your upside is typically capped at a certain percentage, or your return is calculated based on price movement excluding dividends.

Who Should Care?

As we navigate a shifting global economy, certain groups may find these international-pegged tools particularly useful:

  • Retirement Savers: Those who need international exposure to diversify their portfolio but cannot afford a major drawdown as they approach their "retirement red zone."

  • Conservative Growth Investors: Individuals who are comfortable capping their maximum potential gain in exchange for a "floor" that prevents a market correction from derailing their long-term plans.

  • Strategic Planners: Because these products often involve one-year or six-year terms, they allow for a disciplined, "set-it-and-forget-it" approach to international investing.

The Bottom Line

RILAs are complex instruments. The length of the term matters—many advisors prefer six-year terms over one-year terms to smooth out volatility—and surrender penalties apply if you need to access your cash early.

However, as a tool for managing "trepidation about international exposures," they provide a unique way to stay invested in global growth while keeping risk within a defined comfort zone.