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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 c
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.
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Variable Annuity Options:
- Jackson Annuities – Elite Access Variable Annuities
- AXA Accumulator Series Variable Annuities
- MetLife FlexiChoice Annuities
Using the web, search for the specific products above 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:
- Payout period
- Premium options
- Benefit options
- Fixed, index, or variable
- Recommended Riders
- GMAB
- GMIB
- GMWB
Provide a summary of your findings and your recommendation in a word document.
