Advisers and clients are getting smarter about variable annuities

08/28/2013 | Research magazine

A lot of companies that sold variable annuities in the past are trying to buy them back because they made pricing errors when they sold them, writes Moshe Milevsky, executive director of the Individual Finance and Insurance Decision Centre. "Whether by good intuition or numerical savvy, clients and their advisors are getting smarter about VA guarantees," he notes. "They are learning to keep their coverage, optimize their policies and maximize their value."

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