3rd Party FIA Study ::: Best I've Ever Seen

I know you have a lot to read in this business...too much.
But trust me here, I need a couple minutes of your undivided attention. What I’m sharing will greatly increase your credibility and your business!!! It's the best 3rd party material I’ve ever seen on indexed annuities!!!
Recently I came across 3 documents from David Babbel, Professor at the Wharton School of Business – on indexed annuities. His 2 articles and study show incredible power to the fixed indexed annuity and his team of professionals tell you exactly why.

Here is a small sample:
An Interview with Wharton Professor David Babbel, 26 July 2009

Annuity Digest:_If you had a friend who knew very little about annuities or investing, how would you communicate the gist of this study and its results to that person?_ In
other words, the study was presumably developed for an industry and academic audience._ What would you want or expect a consumer audience to take from the
study?_ Is there a sort of distilled message that could be drawn from the study for a consumer audience?

Professor Babbel: The genesis of the study is as follows._ There has been a lot of misinformation in the popular press regarding FIAs. The vast majority of newspaper
and magazine accounts vilify FIAs based on the results of alleged academic studies. The in-depth studies we conducted took over two years to complete and involved
six Ph.D. financial economists and a pair of very well known senior actuaries._ Our studies show that the products of at least some of the companies in this field are
viable – indeed, rather attractive products. Our findings regarding actual products show that since their inception in 1995, they have performed quite well – in fact,
some have performed better than many alternative investment classes (corporate and government bonds, equity funds, money markets) in any combination.

If there’s one thing you read study and implement ideas from, before the end of the year, this is it. Contact me for all the of materil in its' entirety - I'd be more than happy to share.

Clients need help now more than ever; make it a successful year for them and you.


Matthew J Neuman, Vice President of Marketing
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