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  EIA White Papers and Articles

The items below are provided for your educational purposes. Please treat them as you would any other copyrighted materials. All files in Adobe Acrobat PDF format.

If you have questions or would like permission to distribute or reprint these items, please Contact Us.

EIA Article Topics 

(Click on any link below to view the document)
  • EIA Sales

  • EIA Analysis

  • EIA General Interest

  • Insurance Industy

All EIAs Are Not Equal

Allianz InfiniDex Annuity Review

Become a Valuable Advisor

BPA - BalancePlus Annuity Review

'Bucket' Income Planning Review

Client Expectations of Returns

Comparing EIAs: A Monthly Averaging Study

Is Jack Marrion Truly Independent?

It's All About the Math (Forget Bucket Planning)

Monte Carlo Simulations for EIA Sales

Understanding Options in EIAs

When and When Not to Use Caps

EIA White Paper Topics

(Click on any link below to view the document)
  • Product Structure & Industry

  • Sales Systems/ Planning

Bucket Income Planning Exposed

EIA Volatility and Interest Rates

Exploring the EIA: An Overview for Advisors

Validating the Use of Historical Analysis

Miscellaneous Topics

(Click on any link below to view the document)
  • Other Financial Studies

Analysis of Equity Index Futures

Elusive Alpha

Nasdaq Composite Index Conspiracy

Outperformance through Arbitrage Indexing

The Death of Active Management

The items above are provided for your educational purposes. Please treat them as you would any other copyrighted materials. All files in Adobe Acrobat PDF format.

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