Published: May, 2022
Fixed indexed annuities (FIAs) can solve various retirement planning challenges.
It can help you accumulate money for retirement and provide a guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market.
Fixed indexed annuities 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.
This CPE Finance Webinar will help you to understand everything about Fixed Indexed Annuity.
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Director, Retirement Markets, CANNEX Financial Exchanges Limited
Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX, and brings 20 years of experience tracking trends and key issues on retirement income. Her focus is thought leadership and strategic relationships in the individual and institutional annuity market in the U.S. and Canada. Tamiko has a Certified Financial Education Instructor designation and received the 2021 Educate Pillar Award from the National Association for Fixed Annuities (NAFA) for her contributions to annuity retirement education. In addition to committee engagement in a variety of industry organizations, she serves on the board NAFA and is an advisor member of the Institutional Retirement Income Council (IRIC).
CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America. Our mission is to provide access and transparency to the pricing and features of annuity, bank and investment products that consumers rely on for retirement security.
Financial institutions and financial professionals use our services to help build, evaluate, and compare both the guarantees and performance provided by retirement products.
We also provide thought leadership and market intelligence to help clients stay informed on the ever-changing product, distribution, and regulatory environment.
Because we manage the actual pricing algorithms and illustrations for annuity products on behalf of insurance carriers, we are able to develop various benchmarks and indices that can be used for product valuation purposes. We can also feed these benchmarks along with actual pricing real-time to other third-party applications and tools that support planning & education, sales, and compliance.
We are also committed to solving difficult and sophisticated problems in the realm of retirement planning and income management by providing consulting and research support through our quantitative research team.
In Canada, the CANNEX Financial Network (CFN) has been the dominant bank and credit union resource that facilitates over $50 billion per year in GIC & term deposit transactions to third parties.
In the United States, CANNEX US is the premier provider of annuity pricing and analytic services for all income and deferred annuities. We partner with insurance companies and distributors on research and market intelligence, financial planning and education, annuity sales and compliance processes, and product service and administration