They combine the returns of an index, a concept familiar to many customers, with a crediting structure that can be complicated even for financial professionals to understand.
Financial professionals may have difficulty explaining the performance expectations of these products, and determining how they best fit into a client’s overall financial plan. Because of the increasing popularity of FIAs, carriers are rapidly evolving their product designs, making it even more crucial for financial professionals to understand how these products are priced, facilitating more frequent and effective use of these products.
Tamiko's focus is the individual and institutional annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients. Tamiko got her start as a trade journalist focusing on fixed and variable annuities and variable life but shifted to research and thought leadership to better focus on the challenges and opportunities of retirement. She is known for her dynamic presentations with a unique perspective on the industry and the forces that are shaping it.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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