Read this research paper that compares the performance of a variable annuity (VA) with a guaranteed minimum accumulation benefit (GMAB) against several popular fixed indexed annuity (FIA) designs, including a finding that to exceed the performance of a VA with a GMAB (higher performance 50 percent of the time), a FIA strategy using a rate cap must have a cap greater than 8.25 percent. SMRU 1813377 For registered representative use.
In addition, the firm announces a new integration with Genivity meant to help advisors working with clients on planning for healthcare costs later in life.
