The early slide mapping types of annuities to the RISA matrix--i.e. SPIAs, DIAs and FIAs for safety-first, income-oriented retirees--was alone worth the price of admission.
- Maria R.
Better insight into how the insurance company constructs its guarantees (e.g., option budget is created from bond return above principal protection). Another great training!
- Gary R.
Great straightforward review of the elements of various annuity types. Well done. Thanks
- James M.
Very helpful information for comparing and making recommend decisions concerning FIAs vs VAs vs RILAs. A lot of good content for use in developing commentaries for website, LinkedIn and other Social media, email marketing.
- Lee C.