• Indexing 101

  • Apr 28 2025
  • Duración: 26 m
  • Podcast

Indexing 101

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  • Resumen

  • Listen to the fourth episode of the Legacy Marketing Group podcast series “Tune In to Sales,” for answers to top questions about how indexing works in the context of fixed indexed annuities. We also discuss key considerations for helping clients choose index options.


    TUNE IN, AND LEARN:

    • The difference between an insurance index and what you may buy on the open market.
    • How to explain volatility control.
    • How pricing works when carriers establish caps and participation rates.

    HOSTED BY:
    John Terry
    Sales Director,
    Legacy Marketing Group

    With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.

    SPECIAL GUEST:
    Alan Grissom
    CEO,
    12 South Capital

    A strong business development professional with expertise in financial service industry ecosystems, Alan leverages his knowledge in strategy, sales, marketing, operations, asset management, retirement planning, investment advisory, and estate planning.
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