ADVANCED · TRACK 20 · INCOME & PROTECTION
Insurance & Annuities
Insurance products as investments: annuities, riders, and permanent life insurance, with the real trade-offs.
Recommended first: Portfolio Construction
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- 1Annuities
How they work
Annuities: How They Work and Who They Suit
- 2Fixed Annuities
Guaranteed income
Fixed Annuities: Guaranteed Income Explained
- 3Variable Annuities
Market-linked
Variable Annuities: Market-Linked Income
- 4Indexed Annuities
Caps & floors
Indexed Annuities: Caps, Floors, and Participation
- 5Riders & Surrender
Fees & terms
Annuity Riders and Surrender Charges
- 6Life as Investment
Whole vs term
Life Insurance as an Investment: Whole vs Term
- 7Universal Life
IUL & VUL
Universal and Indexed Universal Life (IUL)
- 8Longevity Risk
Mortality credits
Longevity Risk and Mortality Credits