AIN Events: The Periodic Table of Investments

What is the Periodic Table of Investments? It’s more than a play on the Periodic Table of Elements you remember from High School Chemistry! Presented by Joe Ross, Vice President, Sales Productivity & Business Development at AIG Financial Distributors, it’s the context for a discussion of the increasingly diverse universe of indices and crediting strategies available in today’s IUL Market. Watch the recording below to dig into:

• Understanding volatility and its impact on Indexed UL products & volatility control indices
• How Indexed UL “contradicts” Modern Portfolio Theory, a foundational element of asset management many advisors subscribe to
• The impact of volatility control on both the contribution and distribution phases
• The case for diversifying among indices in an Indexed UL

You’ll also see some cutting-edge virtual meeting technology deployed by Joe as he conducts trainings on behalf of AIG, as well as the content library he has developed.

Click to Watch The Periodic Table of Investments Recording