With interest rates at historical lows, and volatility always looming, indexed annuity sales have been reaching record levels year over year. How have risk-controlled indices contributed to this steady and impressive growth?
Join our panel of industry leaders as they tackle this question, including Sheryl J. Moore, CEO of Moore Market Intelligence and co-author of The Encyclopedia to Index Products: Annuity and Life, who will dissect trends driving sales in today’s indexed annuity market.
Panelists will also explore:
· How indices have evolved in this space and their pragmatic uses
· The innovation behind hybrid indexed crediting methods
· How “uncapped” crediting methods are achievable and how
indexed credit methods work
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Submit your questions in advance or ask them during the live Q&A session following the webinar.
Accepted for 1-hour CFA® credit
Pending CFP® and CIMA credits
Speakers:
As a participant in the CFA Institute Approved-Provider Program, S&P Dow Jones Indices has determined that this program qualifies for CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CS Diary.
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Disclaimer: This event is intended for financial advisors and investment professionals. Past performance of an index is no guarantee of future results. It is not possible to invest directly in an index. S&P Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively “S&P Dow Jones Indices”) do not sponsor, endorse, sell, promote or manage any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties.
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