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Description
Explore the intricate mechanics of fixed index annuities (FIAs) with industry experts, focusing on pricing and renewals. Gain insights into how FIAs fit within fee-only advisory practices. Perfect for advisors seeking a comprehensive understanding of these financial tools to serve their clients better.
Learning Objectives
Remembering: Identify the key features and benefits of fixed index annuities, distinguishing them from other annuity types.
Understanding: Explain the pricing and renewal processes for FIAs and how they compare to traditional annuity products.
Applying: Demonstrate how FIAs can be integrated into fee-only advisory practices to enhance client portfolios.
Analyzing: Compare and contrast the impact of different index construction methods and volatility control on FIA rate setting.
Evaluating: Assess the suitability of incorporating FIAs in various client retirement plans based on financial goals and risk tolerance.
Creating: Design a comprehensive retirement strategy that utilizes FIAs to optimize income and growth while ensuring principal protection.