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!
08.17.2023 - Indexed Annuities
Innovative Allocation Strategies with Indexed Annuities
Presented by Scott Stolz, CFP, RICP, iCapital