Thursday, January 8, 2015

Why Indices play such an important role in annuity products - End-of-the-Year Annuity Update



There are several indices both domestic and foreign that are found as index options in annuities and life insurance. The S&P 500 is the most popular domestic index with over 72% of the indexed annuity and life insurance marketplace. The Russell 2000 is also receiving some attention as it's over all performance. Two popular foreign indices are the Euro Stock 50 and the Heng Sang.

Goldman Sachs has a multi asset class index with a three year point to point, so you're committed to a three year period before crediting to your account occurs. Goldman Sachs is targeting a 5% volatility with several allocations and Allianz which has a similar volatility approach has just two allocations.

Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized annuity expert Mike McGlothlin, ChFC, CLU, CFP. This end of the year update highlights some of the industry's leading annuity product innovations and planning concepts into a five part series.

About Steve Savant

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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