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Fixed indexed Annuities

    Fixed Index-Linked Annuities Can Be a Safe Harbor
    Product R + D

    Fixed Index-Linked Annuities Can Be a Safe Harbor

    written by Bobby Samuelson

    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 fixed insurance product.

    Both sides of the argument have merit.

    On one hand, FIA products don’t expose the client to any loss of principal and, therefore, don’t have any classically defined investment risk. As such, they should be classified exclusively as insurance products.

    Continue Reading
    Fixed Index-Linked Annuities Can Be a Safe Harbor was last modified: October 6th, 2022 by Bobby Samuelson
    January 6, 2022
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  • Product R + D

    Finding the Right Annuity for Your Clients

    by James LeMay July 29, 2021

    Updated June 29, 2022, at 1:36 PM Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing…

    5 LinkedIn Facebook Twitter
  • Product R + D

    The Emergence of the Fixed Index-Linked Annuity (FILA)

    by Bobby Samuelson July 8, 2021

    Updated December 12, 2022, at 12:01 PM Before we get into the next-generation fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the…

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