Education
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 annuity taxation. Even so, there’s a hidden gem in the tax code which is often overlooked that you can add…
Index Pricing Series – Part 3
In Part 1, we went through what an option is, how is an options budget determined by a carrier, and how the options budget translate to the rates offered by a carrier based on the current market price for options.…
Index Pricing [Part 2]: Cap Rates vs Participation Rates
Index Pricing [Part 2]: Cap Rates vs Participation Rates This content is for subscribers to The Annuity Edge. Ready to get the Edge? Join here.
Fixed Indexed Annuity Pricing – Part 1
If you’re a wholesaler, marketer or agent, have you ever been asked — how exactly do insurance companies come up with the rates on the indexed annuities they offer? The Fed keeps raising interest rates, and they’re slated to raise…
