Bobby Samuelson

Making the Case for (Some) Engineered Indices

Ever since the advent of indexed crediting in insurance products, one crediting strategy has ruled them all – the S&P 500 annual point-to-point with a cap. There are now more than 200 indices available in FIA products. There are at…

Week in Review – 12/20/23

As you might have noticed, we’ve switched over to a new website for The Annuity Edge in order to better manage paid subscriptions. If you’re interested in subscribing, click the link to the top right! Weekly Summary Interest rates are…

Week In Review – 12/13/2023

As you might have noticed, we’ve switched over to a new website for The Annuity Edge and opened up new individual subscription options. If you’re interested in subscribing, click the link to the top right.