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Analyzing the Fixed Indexed Annuity (FIA) - Tamiko Toland

Fixed indexed annuities (FIAs) can solve for various retirement planning challenge.

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.

In "Analyzing the Fixed Indexed Annuity (FIA)" with Tamiko Toland, you will:

  1. Learn about basic pricing dynamics for an FIA;
  2. Better understand how an index’s returns interact with the crediting strategy to generate yield;
  3. Understand how low-volatility indices affect FIAs;
  4. Learn different use cases for an FIA.

Your presenter is TamikoToland, Director, Retirement Markets, CANNEX and a Certified Financial Education Instructor (CFEI). 

 Tamiko Toland, Director, Retirement Markets, CANNEX

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

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.5 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

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Analyzing the Fixed Indexed Annuity (FIA) - Tamiko Toland

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