Roger Ibbotson

Refocusing for 2020

Another Look at “Indexed Annuities: Consider the Alternative” We continue to talk about, and continue to get requests for, a whitepaper titled “Fixed Indexed Annuities: Consider the Alternative” written by Roger Ibbotson, PhD. For those that are not familiar with Dr. Ibbotson he is Chairman & Chief Investment Officer of Zebra Capital Management and Professor…

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Indexed Annuity Must-Have Article

The good news for fixed indexed annuity sales just keeps coming!  FIA’s continue gaining mainstream acceptance for the benefits they provide: safety, guarantees, guaranteed income. However, in a recent article in Wealth magazine, Diana Britton reviews recent research by economist Roger Ibbotson detailing his opinion on the accumulation opportunity offered by fixed indexed annuities as…

Why Single Premium Life and Who is Buying It?

Why Single Premium? Seniors are tired of low returns, high risks and many are seeking ways to recreate lost wealth for their heirs. Some need benefits for nursing or home health care but want to reap these rewards without the usual underwriting hassles and concerns. Some single premium life products provide an alternative to clients…