Marrying fixed index annuities with actively managed accounts
October 1, 2016 by Michael Kalen
Editor’s note: The following article is excerpted from a white paper produced by Dressander|BHC.
While it is cliché to state that all clients are unique — and indeed all investors have unique needs and face different circumstances — those planning for retirement are choosing annuities more often than not as one of the many investment options provided to them by investment professionals.
In the past five years, we have seen more than $1 trillion placed in some type of an annuity, and the only segment of industry growth is in the category known as fixed index annuities (FIAs). These products are a natural evolution of the traditional fixed insurance product that offers one method of crediting interest.
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