023 Accumulation Annuities and Option Budgets

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. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. 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.