IGO Ep. 8: The State of Indexed Annuities — Insights with Sheryl J. Moore

October 22, 2025 by Ben Braverman

The “10/10” regulations that limits fixed and indexed annuity surrender charges has resulted in nearly 60% of sales aggregating into the 10-year surrender charge term.

Insurance companies are attempting to get the most amount of value to all of the parties involved with the annuity purchase.

Sales have been thus concentrated into this surrender charge term for more than 15 years. -sjm

Watch The In Good Order Podcast with Ben Braverman

Originally Posted at YouTube on October 2025 by Ben Braverman.