The search for "Alpha" is the holy grail of returns. But considering mortality credits in a lifetime income annuity may be a new twist to the use of the term. Mortality credits based on age have the potential to generate more than the interest rate credited over the life expectancy of the policy insured. Steve and special guest Tom Hegna, talk about this traditional annuity crediting method in an expanded understanding of alpha.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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