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Sep 13, 2019

We may look back and call 2019 the year of the accumulation-focused fixed indexed annuity. Many carriers have launched interesting new annuities focused on accumulation needs of consumers. This week, Jan Buchsbaum, head of product development at Nassau Re, joins Mark, Will and Paul to discuss this trend. We explore the subtleties and relationships of fees, option budgets and upside potential.

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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.