A Technical Way Of Looking At GLWBs When Rates Decrease

September 10, 2024 by Charlie Gipple

In addition to running an independent marketing organization where I help four hundred agents with their annuities, life, and long term care business, I also have a small group of high-net-worth clients I work with. Here, I help them with their retirement planning, estate planning, tax planning, and long term care planning. This is also where I work with securities and “assets under management” as an investment advisor. In doing so, I always pay close attention to where the current interest rates are as well as what I believe the secular trend will be.

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Originally Posted at Broker World Mag on September 7, 2024 by Charlie Gipple.