MYGA (fixed) or FIA (indexed)
Compare a fixed-rate annuity (MYGA) and an index annuity (FIA) for one client. Check the fine print, then choose what to show first.
Clients who hate losing money ask about fixed-rate and index annuities. Your AI lines up both. You check the fine print, choose the right product and close the case.
Uses credits: 15 per quote, 20 per illustration (list prices)
You'll learn to
- Weigh a fixed-rate annuity (MYGA) against an index annuity (FIA) by money and timeline
- Set the client's own rules: rating floor, free withdrawals, surrender years, fees
- Check how each product is sold, then choose which to show first