Interestingly enough, enrolled actuaries review product offerings to comply with these plans. They’re based on unisex rates and contractual guarantees. There are now two indexed annuity products that qualify for 412(e)(3) plans. Nationally recognized 412((e)(3) expert Nick Paleveda MBA J.D. is interviewed.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More