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"life insurance"

    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

    What is Fixed Index-Linked Annuity (FILA) and How Does it Work?

    by Bobby Samuelson October 28, 2021
    by Bobby Samuelson October 28, 2021

    Updated May 19, 2022, at 3:33 PM What are the performance characteristics of the fixed index-linked annuity, or FILA? Before we get into the product’s appeals, let’s take a step back to …

    10 FacebookTwitterPinterestEmail
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