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Product R + D

    Product R + D

    Solving for Aviation Risk & Premium Finance [Case Study]

    by TJ Whalen April 28, 2022
    written by TJ Whalen

    Updated September 7, 2023, at 3:05 PM

    This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk.

    Read the full case study below or download the PDF version here.

    Continue Reading
    April 28, 2022
    13 FacebookTwitterPinterestEmail
  • Product R + D

    Fixed Index-Linked Annuities Can Be a Safe Harbor

    by Bobby Samuelson January 6, 2022
    by Bobby Samuelson January 6, 2022

    Updated September 7, 2023, at 2:59 PM Ever since the advent of fixed indexed annuities (FIAs), there’s been speculation about whether or not the product category should be a security or a …

    15 FacebookTwitterPinterestEmail
  • Product R + D

    FILA vs. RILA: Where Do They Fit in a Portfolio?

    by Bobby Samuelson December 9, 2021
    by Bobby Samuelson December 9, 2021

    How do registered index-linked annuities (RILAs) compare to the newer product category, fixed index-linked annuities (FILAs)? We’re here to help break down the debate: is a RILA or FILA better for my …

    8 FacebookTwitterPinterestEmail
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