186 - Simplifying Market Exposure and FIA Indices with Josh Mellberg
That Annuity Show · Nassau Financial Group
March 24, 202337m 22s
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Show Notes
Sometimes very basic questions can be hard to answer when it comes to annuities. One example - How much exposure does a specific vol-controlled index actually have to the market? Josh Mellberg joins us today to show how to use simple match to estimate relative exposure across different indices at one given point in time. The question may become more common as clients looks for ways to make up for declines in 2022. Links mentioned in the show: White Paper View only Link: https://www.canva.com/design/DAFb7vQeOtI/VF-N4Ox6DW9zlLJqhGFXdA/view?utm_content=DAFb7vQeOtI&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton Risk Control Calculator: https://forms.zohopublic.com/secureinvestmentmanagement/form/RiskControlTool/formperma/bxij_AEky1gQM6kvYHzz1BtXOQAk-1XrOO2tmQ0y72I