Fixed Index Annuity: Interest Crediting Methods
Автор: Healthy in Retirement
Загружено: 2021-01-06
Просмотров: 605
Now that you have a general understanding of how a fixed index annuity works, let’s dive in deeper. I am going to start with the interest crediting methods used to calculate the amount of interest credited to a fixed index annuity. The interest crediting methods are cap rates, participation rates, and a spread or margin. Let’s see how this works.
Table of Contents:
00:00 - Introduction
01:15 - Interest Credit vs Allocation of Gain
02:02 - Cap Rate
03:07 - Participation Rate
03:43 - Spread or Margin
04:43 - Combo Participation Rate and Spread
05:41 - Floor is 0%
06:28 - Rates Subject to Change During Contract
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
▶️ Schedule a 30-minute conversation:
https://calendly.com/darhartmann/disc...
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📲CONNECT WITH ME ON SOCIAL MEDIA:
LinkedIn ➡️ / darlenehartmann
Facebook ➡️ / healthy-in-retirement-113186263754360
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
DISCLAIMER
**Healthy in Retirement makes content available as a service to its customers and other visitors, to be used for informational purposes only. While my best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
