This session features annuity expert Scott Stolz providing an education on the features of structured annuities and how they work (buffers, participation rates, cap rates and performance triggers). Scott will provide several examples of structured annuities to illustrate the impact the choice of buffers and periods for performance. Scott will also review Variable Annuities and best practices for using annuities for income through living benefits.
12.11.2023 - Annuities Pt 2
ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2
Presented by Scott Stolz, CFP, RICP, iCapital Solutions