Question: Using the attached information, you will analyze different products from different companies to determine a recommended strategy within the case study. The products identified in
Using the attached information, you will analyze different products from different companies to determine a recommended strategy within the case study. The products identified in this workshop were chosen at random and are not intended to be an exclusive list of variable annuity products. Variable Annuity Options: Jackson Annuities Elite Access Variable Annuities or similar if unavailable to find AXA Accumulator Series Variable Annuities or similar if unavailable to find MetLife FlexiChoice Annuities or similar if unavailable to find INSTRUCTIONS Using the web, search for the specific products, or something similar, and complete the following: Construct an excel spreadsheet that compares the three products and insurance companies. Make sure you evaluate the following items in your excel sheet: a Payout period b Premium options c Benefit options d Fixed, index, or variable e Recommended Riders i GMAB ii GMIB iii. GMWB Provide Zac and Mary a summary of your findings and your recommendation in a word document
Step by Step Solution
There are 3 Steps involved in it
1 Expert Approved Answer
Step: 1 Unlock
Question Has Been Solved by an Expert!
Get step-by-step solutions from verified subject matter experts
Step: 2 Unlock
Step: 3 Unlock
