That Annuity Show
Useful URLs for Retirement Plan Advisers from IRIC include:
https://iricouncil.org/wp-content/uploads/2021/06/IRIC-DC-Income-Product-Program-Compilation-v6.3.21.pdf
https://iricouncil.org/wp-content/uploads/2018/03/Evaluation-Scorecard-for-Retirement-Income-Products.pdf
https://iricouncil.org/wp-content/uploads/2019/09/plan-sponsor-guide-to-retirement-income-decision-beleifs-ii.pdf
https://iricouncil.org/evaluation-tools/#1520343622078-7c3a5514-60bf
https://iricouncil.org/wp-content/uploads/2018/03/Debunking_Portability_Myths.pdf
Thank you to our show sponsor, The Index Standard!
Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them?
The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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