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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 14, 2009 at 07:00 PM
Integrity Life Insurance Co. and National Integrity Life Insurance Co. have named Ibbotson Associates to customize asset-allocation models for their variable annuity products.
The companies are subsidiaries of Western & Southern Financial Group Inc., Cincinnati, Ohio.
Ibbotson, a registered investment advisor and a unit of Morningstar Inc., Chicago, worked with Integrity to create investment portfolio models in tune with client time horizons, risk tolerances and investment preferences, according to Western & Southern.
Portfolios available under the agreement consist of moderate-conservative; balanced; and moderate; as well as moderate with alternative investments; moderate-aggressive; and moderate-aggressive with alternative investments, according to a company announcement.
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