What are your pain points with fixed-indexed annuities?
• Ever been burned by renewal rates?
• Have you lost clients?
• Missed annual review meeting to go over allocations?
Options cost continue to rise putting pressure on carrier renewals.
• Where do you think rates will go from here with options costs continuing to rise?
• What will the renewal rate be in year 3, 5 or 7 on your favorite FIA product?
The cap lock strategy can provide some predictability
(knowing what your cap will be for the 5 years)
The cap lock strategy locks in your cap for the duration of the cap lock period.
