Caps and Triggers and Pars – Oh, My!

Policyholders that employ fixed indexed annuities (FIAs) as part of their retirement strategy are staunch believers of the balance FIAs strike between upside potential and principal protection. And as tax-advantaged assets with crediting features that track well-known market indices, FIAs are a common, relatively understandable tool used by many on…

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Caps and Triggers and Pars – Oh, My!

Policyholders that employ fixed indexed annuities (FIAs) as part of their retirement strategy are staunch believers of the balance FIAs…

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The Dynamics of Annuity Bailouts

Bailout! How long will the high rates on deferred annuities last? With some current market rates as high as 10…

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A Golden Nugget for Annuity Taxation

By Steve Cox (Life Innovators) and Ramona Neal (Living Benefit Review) As an annuity producer, you are likely well-versed in…

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The Edge on Premium Bonuses

Settling the debate on premium bonuses, once and for all This content is for subscribers to The Annuity Edge. Ready…