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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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Somewhere Over The Rainbow


Savings Bonds Now Have a 20-Year 68% Surrender Charge!


Announcing Jackson National's Select Annual Reset  


Where Will Jack Be Speaking Next? 
The Topic - Why consumers buy and don't buy fixed annuities (and what the agent can do about it)
Speaking On In Hosted by
13 May Denver American Equity
888-221-1234
14  May Phoenix American Equity
888-221-1234
15 May San Diego American Equity
888-221-1234
16 May Irvine American Equity
888-221-1234
20 May Tampa American Equity
888-221-1234
21 May Orlando American Equity
888-221-1234
22 May West Palm Beach American Equity
888-221-1234

GLWB Study April 2008 Update
Advantage Compendium has updated their comprehensive study on index, fixed & variable annuity GLWBs comparing the products, talking about the risks & costs, where they work and don't work. More information is available in the store.


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: 5/1/08

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Copyright 2008 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.