07.06.2023 - Annuities and Risk Pooling
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Annuities and Risk Pooling
Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
In this webinar, Wade Pfau provided a better understanding about different types of annuities, including income annuities such as single-premium immediate annuities, deferred variable annuities, and fixed index annuities. For the latter two, he focused on how they provide exposure to market upside and on how optional guaranteed lifetime withdrawal benefit riders can support lifetime spending.
Attendees Comments:
A few comments from listeners:
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.
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.
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.