Gaming the System in Annuity Illustrations

Expert Opinion February 02, 2024 at 01:32 PM
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What You Need To Know

  • Using historical returns in annuity illustrations for index-linked strategies is ripe for potential misrepresentation.
  • It is incredibly important for consumers and advisors to understand the expected index performance and chosen crediting strategy.
  • We need to move to illustration approaches that incorporate forward-looking expectations.

What You Should Be Reading

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