Annuities from an Actuary’s Point of View

In this episode, we examine the value and uses of annuities from an actuarial perspective, taking into account life expectancies, time horizons, and best product solutions for a wide array of potential clients. We also look at what the future may hold for annuity products that can be tailored and marketed to the needs of clients at different stages of life.

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services

Featuring:

Kelli Faust, FSA, MAAA, Corporate Vice President & Actuary, New York Life Insurance Company

David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, Adjunct Professor of Wealth Management, The American College of Financial Services