2019 Fixed Index Annuity Volatility Control Indices Overview Available
MCKINNEY, TX – 15 May 2019 – Over fifty volatility control indices are being offered in today’s fixed index annuities (FIAs), according to a new FIA vol-control index digest from volcontrol.com researched by Advantage Compendium, Ltd. Notable vol-control index changes include:
- Over the last year eleven new vol-controlled indices entered the FIA space and seven are no longer open to new annuity buyers.
- While only 27% of 2016 vol-controlled indices were excess return based – meaning the yield of a predetermined interest benchmark is first deducted from any index gains – 48% of the indices now use an excess return calculation.
- For calendar year 2017 the 12 month returns of FIA vol-controlled indices averaged a gain of 12.6%; for 2018 the average FIA vol-controlled index lost 3.3% before fees or spreads.
The renewed growth in these offerings means plenty of choice is available to consumers. But it also means that fixed index annuity specialists need to stay on top of an ever-expanding and evolving vol-control universe to remain competitive.
The 21-page 2019 Fixed Index Annuity Volatility Control Indices Overview provides annuity experts with the detailed information they need on the wide array of volatility control indices now available. "The 2019 digest provides side-by-side comparisons of each volatility control index sorted by index features, volatility trigger level, pricing points and strategy, and a brief description of what these features do", says Jack Marrion, CEO. Professionals in the fixed index annuity arenas need access to this information because most volatility control indices are unique, even when their names sound identical. “Unless you dig deeply into the details, you would never know how different they are,” says Marrion.
The findings are valuable for those who develop volatility control indices for fixed indexed annuities as well as for those who distribute annuity products containing the indices. “The reality is that volatility control indices are both complicated and complex,” Marrion explains. “Fixed index annuity professionals need to stay abreast of the competition—and the innovation.”
Buy the Digest and Get Free Access to the Web Site
The 2019 Fixed Index Annuity Volatility Control Indices Digest is available for $420.00. This also includes access through the end of 2019 to the subscriber pages of volcontrol.com. Volcontrol.com enables carriers, marketing companies, and index providers to stay on top of the fast changing vol-controlled index space. To purchase go to http://www.advantagecompendium.com/store/
ADVANTAGE COMPENDIUM, LTD. provides research and consulting services. Neither Dr. Marrion nor Advantage Compendium sell or endorse any financial product.
For more information, please contact:
Jack Marrion, CEO
Advantage Compendium, Ltd.
(314) 255-6531
volcontrol@advantagecompendium.com
