Illustrating Income Riders Show the income generated annuities by with income riders and the underlying value of the account.
Lifetime Income Products The basics of indexed annuities, where they fit and how they have been adapted to today's market.
Annuities Model the purchase of annuity products to create income riders or non-qualified tax shelters.
Breaking Down Barriers and Biases (David Lau) Many advisors still shun annuities as a legitimate component of their clients’ overall financial portfolio for a multitude of reasons.
Modeling Annuities (Oct. 18, 2024) Phil discusses modeling existing annuities as well as projected future annuity purchases.