Skip to main content

Attendees Rating:

Excellent (94%)
Average (6%)
Below Average (0%)
Cutting through the Complexity of Structured Annuities
Presented by Scott Stolz, Simon Markets

Structured Annuity sales were up 40% in 2020 and are on track for a similar increase in 2021.1 The flexibility of this product allows it to meet the savings needs of clients looking for a safer way to invest in equities, as well as clients that are looking for an investment alternative with protection.

But with this flexibility comes a lot of complex choices. In this session, Scott Stolz, CFP®, RICP®, discusses all of the key questions you need to ask in order to make efficient product choices and allocations to meet your client’s needs. More importantly, he showed how you can use technology to access the data you need to easily answer each of these questions.

1 Source: Secured Retirement Institute, SRI. 

No Comments added