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).