08.17.2023 - Indexed Annuities
Innovative Allocation Strategies with Indexed Annuities
Presented by Scott Stolz, CFP, RICP, iCapital
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 interesting. As an example, with the recent surge in interest rates, insurance companies are allocating more funds to the “options budget” of the indexed annuity and, as a result, offer more attractive rates across the board. All to say, it’s no longer a “choice” limited using an annuity tied to the S&P Index!
Attendees 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.
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.