Have you ever had a client that needs to position a portion of their portfolio in a safe, or fixed asset, but they just can not bring themselves to get out of the market? Well, if you have seen the impact that Volatility Control has had on the FIA industry, you will find that there are several crediting methods out there that are back-testing better than the S&P 500. This report will show this phenomenon in a chart form.
Call your FMO and ask them to run a comparison of the top performing crediting method in your favorite product and see how it compares to the S&P 500. This Chart Report also can be very impactful if you request it with a draw down that simulates renewal rates dropping in years 2-10. You can also request this report in Big Chart form.
Below is some examples of a Crediting Method vs S&P 500 Report:
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