Product Comparisons
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…
FILA vs. Annual Sum FIA
Sum Crediting Strategies Monthly Sum crediting strategies have been a fixture of the FIA landscape for over a decade. The idea behind a Sum crediting strategy – referred to in derivative terms as a “cliquet” – is fairly straightforward. The…
