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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.

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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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Last Update: 1/02/09

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Copyright 1998-2009 Jack Marrion, Advantage Compendium Ltd., St. Louis, MO (314) 434-6030. webmaster at indexannuity.org. All information is for illustrative purposes only,  does not provide investment or tax advice.  No index sponsors, promotes, or makes any representation regarding any index product. Information is from sources believed accurate but is not warranted. Advantage Compendium neither markets nor endorses any financial product.