Join us as we take a look at the current edition of the CreativeOne Index Performance Report.
We will do a performance breakdown of the most popular indices in the Fixed Index Annuity marketplace and make sure that you get your copy of this valuable monthly report!
Agenda
Examine the economy as it relates to indices found in FIAs
Look at the performance of a large swath of indices
Uncover real-world FIA returns
Presenters
Dennis Mattern
VP - Market Development
As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.
Kevin Cloud
VP, Product Actuary
Kevin Cloud is the chief actuary for Product One, the product development division of Creative One. He has been in the insurance industry for 25 years, having worked at several insurance companies and as a consultant in the design, development, implementation, distribution and marketing of insurance products, with a particular emphasis on fixed indexed annuities.