Demystifying the index marketplace — With Sheryl Moore
October 8, 2025 by Paul Feldman
In addition to being a key resource for the industry, Sheryl Moore has worked closely with the media as a fact-checking resource on life insurance and annuities, and she spent five years correcting every misleading or inaccurate article published on indexed products.
Developing her expertise has helped her form some very definite ideas on how advisors should think about and sell an indexed product.
“The advisor needs to feel comfortable talking about this product with their client. If they don’t understand a feature, they’re not going to feel confident going into that meeting and they may not explain it appropriately to their client,” she explained.