jkavanagh6Mar 15, 20211 min readNew article by James Kavanagh, chairman of the BI-SEM GroupArticle addresses ITM as the best metric to determine the profitability of a deferred annuity contract by maximizing income from the contract.https://www.thinkadvisor.com/2021/03/09/maximizing-a-clients-variable-annuity-income/
Article addresses ITM as the best metric to determine the profitability of a deferred annuity contract by maximizing income from the contract.https://www.thinkadvisor.com/2021/03/09/maximizing-a-clients-variable-annuity-income/
A BI-SEM Group 401(k) WhitepaperBest-Interest Simulation Evaluation Method for 401(k) Plan Portfolios composed of Investments and Deferred Annuities Towards a widely-recognized Evaluation Method for the Financial Industry, and as a
ThinkAdvisor has published its 3rd BI-SEM Article: https://www.thinkadvisor.com/2020/12/20/how-to-find-deferred-annuity-gems/