Ten Rules-of-Thumb for Choosing Indices in Annuities

June 15, 2021 by Kerry Pechter

Once an adviser and client decide to buy a specific index-linked annuity contract, they need to allocate the client’s premium to one or more of the indices on whose performance their returns will depend. 

The client, on his or her own, will have no idea how to make that decision. When it comes to the newer hybrid, factor-driven, sector-driven or volatility-controlled indices, most advisers may be out of their depth as well.

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Originally Posted at Retirement Income Journal on June 10, 2021 by Kerry Pechter.