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Introducing BI-SEM: Best-Interest Simulation Evaluation Method

Updated: Sep 8, 2020

Deferred Annuities often constitute a major chunk of a Client’s portfolio. As such, they deserve the best on-going due diligence that an Advisor can provide. An accurate evaluation method will be an important contributor to meeting that due diligence challenge. The purpose of this paper is to promote debate about the efficacy of our proposed General Method; the Best Interest – Simulated Evaluation Method (BI-SEM).

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Very devious? Maybe?

True, we 'borrowed' from these illustrious institutions. Why? Because we could.

But it was still a lot of work to transform it for use by the Advisor/Broker community.


Very devious. Take all that work that AAA and the NAIC has laboriously toiled over for the last several years and piggy-back on it. That's great. Why didn't I think of that!

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