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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)
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| 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
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| 21 May |
Orlando |
American
Equity
888-221-1234
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| 22 May |
West Palm Beach |
American
Equity
888-221-1234
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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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You may make or print one copy of any material for personal use, further
copying or distributing is prohibited without prior written permission.
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Popular Pages
How IUL Works
Tools:
Hits & Misses
State Insurance Dept. Web Sites
For
Consumers Only
Full
Disclosure Renewal Rate
Insurer
Phone Numbers
A Reporter's Guide To
Fixed Annuities
My Full Disclosure
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