Description
Today's discussion is meant to be an overview of the white paper by doctor Wade Pfau professor of practice at The American College of Financial Services his paper is entitled improving financial outcomes for household portfolios and the role of structured annuities/RILA. This course will highlight the benefits of structured annuities in retirement planning. It will isolate and highlight the types of structured annuity segments that will most improve investment returns while reducing overall portfolio volatility.
Learning Objectives
This course will provide an analysis of adding RILA/Structured annuities to a portfolio and how addition of these protection strategies can improve returns and reduce volatility. Financial professionals will review the different types of RILA benefits. Understanding different types of segments and buffered protection strategies offered. Attendees will review measures that impact investment performance by learning how Sharpe Ratios and Standard deviations impact overall portfolio return and portfolio volatility. There will a discussion on Efficient Frontier and how certain RILA/Structured annuity segments can significantly improve Efficient Frontier results. Increasing overall portfolio protection and improving returns.