Innovative Allocation Strategies with Indexed Annuities
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Guest Expert: Scott Stolz, CFP, RICP, iCapitalIn this webinar annuity expert Scott Stolz talked with us about the various indexed annuities available as the sophisticated strategies the insurance companies deploy is truly interesting. As ...
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A few comments from listeners:
Excellent presentation. I have been using IAs in my practice since 1996 and they have delivered as promised. I thought Scott did a great job of addressing important questions about using these tools. Thank you.
- Kevin J.
Scott did a nice job overall. I don't care for indexed annuities generally because I have seen them used and sold improperly, but I still need to stay informed/educated and would like to learn more from Scott....more details, etc.
- Bruce Z.
Familiar with Simon. Great total. Use it for Structured NOTES and CDs. Haven't tried using it for annuities.
- Teresa K.
Excellent presentation. I have been using IAs in my practice since 1996 and they have delivered as promised. I thought Scott did a great job of addressing important questions about using these tools. Thank you.
- Kevin J.
Scott did a nice job overall. I don't care for indexed annuities generally because I have seen them used and sold improperly, but I still need to stay informed/educated and would like to learn more from Scott....more details, etc.
- Bruce Z.
Familiar with Simon. Great total. Use it for Structured NOTES and CDs. Haven't tried using it for annuities.
- Teresa K.
Excellent presentation. I have been using IAs in my practice since 1996 and they have delivered as promised. I thought Scott did a great job of addressing important questions about using these tools. Thank you.
- Kevin J.
Scott did a nice job overall. I don't care for indexed annuities generally because I have seen them used and sold improperly, but I still need to stay informed/educated and would like to learn more from Scott....more details, etc.
- Bruce Z.
Familiar with Simon. Great total. Use it for Structured NOTES and CDs. Haven't tried using it for annuities.
- Teresa K.