Is the North American Prime Path 10 right for you?

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  • Опубликовано: 13 сен 2024
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    How does the North American Prime Path 10 fit into the annuity landscape? What are it's strengths and weaknesses? What kind of person should consider this tool for their retirement? Learn with us!
    Want to discuss the North American Prime Path 10 with our team?

Комментарии • 4

  • @kunalamin8
    @kunalamin8 9 месяцев назад

    is death benefit taxable if someone has qualified Roth annuity ?

  • @vikalp77
    @vikalp77 10 месяцев назад

    Thanks for review. Please review Allianz benefit focus as well.

    • @jaycox1836
      @jaycox1836 10 месяцев назад

      If you want real numbers on an older Allianz product, my parents held one of their indexed products since 2013, by 2021, a similar back test, the income side had an iRoR of 5.9%, and the recent market pulled that down to 5.1% by 2023. Caps we're lowered, spreads increased.

    • @jaycox1836
      @jaycox1836 10 месяцев назад

      Their caps are now 1 to 3%, spreads are now 5 to 7% 😢