Innovative Allocation Strategies with Indexed Annuities
Guest Expert: Scott Stolz, CFP, RICP, iCapital
Date:
Webinar Replay Description
In this webinar annuity expert Scott Stolz talked with us about the various indexed annuities available as the sophisticated strategies the insurance companies deploy is truly
Comments
A few comments from listeners:
Excellent presentation. I have been using IAs in my practice since 1996 and they have delivered as promised. I thought Scott did a great job of addressing important questions about using these tools. Thank you.
- Kevin J.
Scott did a nice job overall. I don't care for indexed annuities generally because I have seen them used and sold improperly, but I still need to stay informed/educated and would like to learn more from Scott....more details, etc.
- Bruce Z.
Familiar with Simon. Great total. Use it for Structured NOTES and CDs. Haven't tried using it for annuities.
- Teresa K.
Excellent presentation. I have been using IAs in my practice since 1996 and they have delivered as promised. I thought Scott did a great job of addressing important questions about using these tools. Thank you.
- Kevin J.
Scott did a nice job overall. I don't care for indexed annuities generally because I have seen them used and sold improperly, but I still need to stay informed/educated and would like to learn more from Scott....more details, etc.
- Bruce Z.
Familiar with Simon. Great total. Use it for Structured NOTES and CDs. Haven't tried using it for annuities.
- Teresa K.
08.17.2023 - Indexed Annuities
Attendees Comments:
Excellent presentation. I have been using IAs in my practice since 1996 and they have delivered as promised. I thought Scott did a great job of addressing important questions about using these tools. Thank you.
- Kevin J.
Scott did a nice job overall. I don't care for indexed annuities generally because I have seen them used and sold improperly, but I still need to stay informed/educated and would like to learn more from Scott....more details, etc.
- Bruce Z.
Familiar with Simon. Great total. Use it for Structured NOTES and CDs. Haven't tried using it for annuities.
- Teresa K.