The growth play: gains with limits
Offer a fixed rate or an index annuity. Check the insurer, the index and the limits before you quote.
A client with money in a CD or a bank asks for safety and some growth. This play shows what to check before you offer it.
Free to browse. Quotes and reports use credits.
You'll learn to
- Set fixed-rate MYGA rows beside the client's CD rate
- Read an index annuity row and check the index's live history
- Check the insurer in Carrier Grid before you quote a rate
In this guide
- 1. A fixed rate for a set term: the MYGA (done)
- 2. Read the index card, and say it in plain words (done)
- 3. Check the insurer first, then answer "what if it fails?" (done)
- 4. Check the index has a real history (done)
- 5. Present growth money as a ladder (done)
- 6. Quiz: the growth play (done)