Justin Jacquinot, a senior vice president for direct relationships at Security Benefit, a Topeka, Kansas-based annuity company, helped out by answering a series of questions about one common annuity feature — indexed annuity strategy caps — through an email interview.
Financial Professionals
"Private Equity's Creep Into Life Insurance Is Seen in Annuity Sales"
Doug Wolff, President of Security Benefit Life Insurance, was featured in an article explaining what we have seen in terms of sales activity since the COVID pandemic impacted selling last year.
InsuranceTalks: A Robust Rotation Strategy Designed to Reflect Equity Market Dynamics
Kun Qiu, Co-Head of Derivatives Trading and Analytics at Security Benefit, was featured in an article in S&P's InsuranceTalks publication.
Is the 4% Rule Still Viable?
Doug Wolff, President of Security Benefit Life, was featured in a podcast by Advisor Perspectives focusing on some new thoughts around how to achieve something similar to the old 4% rule using FIAs.
Factor Rotation Crediting Strategy
As factor investing has seen significant growth in recent years, one new crediting strategy to consider seeks to rotate between multiple factors in a single, robust index.
Social Media 101 Webinar Registration
Security Benefit has partnered with Prosek Partners, named 2021 Financial Agency of the Year by PRovoke Media, to host this webinar to help you increase opportunities for lead generation and client engagement with the education professionals.