Analyzing the Fixed Indexed Annuity (FIA)

Analyzing the Fixed Indexed Annuity (FIA)

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Fixed indexed annuities (FIAs) can solve for various retirement planning challenges.

They combine the returns of an index, a concept familiar to many customers, with a crediting structure that can be complicated even for financial professionals to understand. Financial professionals may have difficulty explaining the performance expectations of these products, and determining how they best fit into a client’s overall financial plan. Because of the increasing popularity of FIAs, carriers are rapidly evolving their product designs, making it even more crucial for financial professionals to understand how these products are priced, facilitating more frequent and effective use of these products.

In "Analyzing the Fixed Indexed Annuity (FIA)" with Tamiko Toland, you will:

  1. Learn about basic pricing dynamics for an FIA;
  2. Better understand how an index’s returns interact with the crediting strategy to generate yield;
  3. Understand how low-volatility indices affect FIAs;
  4. Learn different use cases for an FIA.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Tamiko Toland, Director, Retirement Markets, CANNEX and a Certified Financial Education Instructor (CFEI).

Tamiko Toland, Director, Retirement Markets, CANNEX

 

Meet Tamiko Toland, Annuity Expert

Retirement planning experience

Tamiko is Director, Retirement Markets for CANNEX Financial Exchanges and is a Certified Financial Education Instructor (CFEI). Her focus is the individual and institutional annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients. Tamiko got her start as a trade journalist focusing on fixed and variable annuities and variable life but shifted to research and thought leadership to better focus on the challenges and opportunities of retirement. She is known for her dynamic presentations with a unique perspective on the industry and the forces that are shaping it.

Retirement planning thought leadership and expertise

Tamiko specializes in presentations on annuities of all kinds (especially variable and fixed indexed annuities, with special focus living benefits; including registered index-linked annuities, AKA structured/buffer/variable indexed); standalone living benefits (aka synthetic annuities); retirement income.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

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