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White Papers

Fixed Indexed Annuities: Consider the Alternative

Jan 02, 2018

Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield...

White Papers

Alpha, Beta, and Now…Gamma

Aug 28, 2013

When it comes to generating retirement income, investors arguably spend the most time and effort on selecting "good"...

White Papers

Annuitized Income and Optimal Asset Allocation

Sep 22, 2017

An investor who either buys an income annuity at retirement, or who has a higher level of guaranteed income through...

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Retirement Income Showdown: RISK POOLING vs RISK PREMIUM

Oct 28, 2016

The retirement income showdown regards finding the most efficient approach for meeting retirement spending goals...


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