Annuity Insights

Accumulation Annuities


Listen Later

In this episode, we discuss the uses, regulations, and rates surrounding fixed annuity products such as FIAs, RILAs, and MIGAs, and where they fit into a balanced portfolio. We also look at the risks and rewards and the differences between the various types of fixed annuities, as demonstrated by the latest research.

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services.

Featuring:

Bobby Samuelson, President, Life Innovators

David Blanchett, Managing Director, Portfolio Manager, and Head of Retirement Research, PGIM DC Solutions

“Annuity Insights” is produced and owned by The American College of Financial College with generous support from New York Life Insurance Company (NLYIC). Accuracy of information is subject to change (taxes, legal, rates, etc.), but believed accurate as of the time of recording (January-April 2025).

...more
View all episodesView all episodes
Download on the App Store

Annuity InsightsBy annuityinsights

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Annuity Insights

View all
The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

930 Listeners