Engineered Indices
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…
Engineered Indices & FIA
Engineered Indices & FIA A longer-form version of this post was originally published to The Life Product Review. If you’ve been even casually watching the Indexed UL landscape over the past 5 years or so, then you’re probably well aware of…
Maximize Equity Exposure Within FIA Indices
A Dismal 2022 For The Markets Now that the dust has settled, one thing is for certain – 2022 was a brutal year for investors. According to Blackrock, it was the worst year ever for bonds and the 7th worst year for stocks…
