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Annuities and Risk Pooling
Guest Expert: Wade Pfau, PhD, CFA, RICP®, RISA Profile
Date:
Attendee's Excellent Rating: 92%
Webinar Replay Description

In this webinar, Wade Pfau provided a better understanding about different types of annuities, including income annuities such as single-premium immediate annuities, defe

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.
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.
07.06.2023 - Annuities and Risk Pooling