A Simple Way To Analyze Volatility Controls

August 8, 2023 by Charlie Gipple, CFP, CLU, ChFC

In the obfuscated land of volatility control strategies, it is hard to determine which are sizzle and which are steak. Now, it is no coincidence that almost any volatility control strategy within a given product is going to “back-test” better than that specific product’s S&P 500 annual point a point strategy. This statement is especially true immediately after the carrier launches that volatility control strategy! This is no coincidence because that is the very reason that a given volatility control strategy is in the indexed annuity or IUL in the first place.

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Originally Posted at Broker World Mag on August 1, 2023 by Charlie Gipple, CFP, CLU, ChFC.