Annuities and the Problem of Index Bloat: Do We Really Need 138?
February 1, 2022 by Aaron Smith
Index choices on annuities have been expanding so dramatically that it spurred Sheryl Moore, who’s been closely following the market for years, to create a LinkedIn post:
“Today, there are 138 unique indices, upon which your indexed interest is benchmarked, on indexed annuities. 138!!! (There were 12 when I started my business 17 years ago.)”
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Originally Posted at Life Annuity Specialist on January 28, 2022 by Aaron Smith.
Categories: Sheryl's Articles