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Advantage
Compendium, Ltd led by Jack Marrion, provides research and consulting services to
select financial companies
in all aspects of annuities. They publish the Index Compendium monthly newsletter.
Research from Advantage Compendium has been
featured in hundreds of publications including
Best’s Review, Broker World, Business Week, CBS Reports, Christian
Science Monitor, Kiplinger, The National Underwriter, Smart Money, Chicago
Tribune, Los Angeles Times, The Washington Post and The Wall
Street Journal.
The Advantage Compendium neither markets nor endorses
any financial product.
For Information Contact
webmaster at indexannuity.org

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Chart Of Total
Annual Failed Bank & Annuity Carriers
SEC votes to make
index annuities securities
Effective date January 12, 2011
(and they await the lawsuits)
Excerpts From New
GLWB Study
The complete study is available for purchase in the store
(updated and now include Allianz Simple Rider, Shenandoah
& other product changes)
The California Insurance Department
released an annuity report that says "in a fixed annuity the
amount remaining in the annuity at the annuitant ’s death stays with the
insurance company." This
is WRONG - it would only be true if you chose the most
restrictive annuitization payout option (and even in this case the early
dead balance the scales for the extra life only income paid out to
the late dead; it isn't extra profit for the carrier it is pooling of
risk). The
insurance company DOES NOT KEEP YOUR MONEY IF YOU DIE when you
own a deferred fixed annuity. We hope California fixes this incredible
misstatement soon.
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