BI-SEM Method | BI-SEM Group | United States

top of page

Best Interest -- Simulation Evaluation Method

Search

Apr 11
1 min

A BI-SEM Group 401(k) Whitepaper

Best-Interest Simulation Evaluation Method for 401(k) Plan Portfolios composed of Investments and Deferred Annuities Towards a...

5 views0 comments

Apr 23, 2021
1 min

New article in Retirement Income Journal about BI-SEM

BI-SEM Article

7 views0 comments

Mar 15, 2021
1 min

New article by James Kavanagh, chairman of the BI-SEM Group

Article addresses ITM as the best metric to determine the profitability of a deferred annuity contract by maximizing income from the...

9 views0 comments

Dec 21, 2020
1 min

ThinkAdvisor has published its 3rd BI-SEM Article:

https://www.thinkadvisor.com/2020/12/20/how-to-find-deferred-annuity-gems/

14 views0 comments

Nov 18, 2020
1 min

ThinkAdvisor Deferred Annuity Gems Article: 12 Analytical Reports by Ref #

12 Reports for results in article

43 views0 comments

Oct 29, 2020
1 min

ThinkAdvisor has published its 2nd BI-SEM Article:

https://www.thinkadvisor.com/2020/10/29/best-interest-for-conservative-investors/

11 views0 comments

Oct 9, 2020
1 min

ThinkAdvisor has published its 1st BI-SEM article

Link: https://www.thinkadvisor.com/2020/09/30/best-interest-standards-change-and-deferred-annuities/ Title: Best Interest Standards,...

19 views0 comments

Oct 8, 2020
1 min

CANNEX: Alternate Method to BI-SEM, that uses a Monte Carlo approach

General Description CANNEX is an evaluation app but does not use BI-SEM. Instead, it uses Monte Carlo. Unlike BI-SEM, it requires a...

31 views0 comments

Sep 30, 2020
1 min

A BI-SEM Use-Case: VDA vs. NLMF for a Risk Averse Client

Technical analyses for the six evaluations (Ref Nos. 1 thru 6), used in the article

28 views0 comments

Jul 8, 2020
1 min

Introducing BI-SEM: Best-Interest Simulation Evaluation Method

Deferred Annuities often constitute a major chunk of a Client’s portfolio. As such, they deserve the best on-going due diligence that an...

252 views2 comments

Home: Blog2

We are a a non-profit group, organized for the purpose of establishing a recognized standard method, in the Defined Contributions community, for the evaluation of, and illustrations for, 401(k) Plan Portfolios composed of Investments and Deferred Annuities.

BI-SEM Group

bottom of page