Description
Taking a look at how structured products, such as Registered Index Linked Annuities and ETFs, with unique upside capture and downside protection features affect risk statistics when calculated within a multi-asset diversified investment portfolio and how to analyze the outcomes. Examine the best ways to measure RILA/Structured products outcomes vs other asset classes. Also, discuss positive features of different risk statistic measurements and where each of them may fall short in accurately showing a structured products performance.
Learning Objectives
1. Analyze the trade-off between paying taxes now vs later
2. Understand the importance of diversifying your income stream in your retirement time frame
3. How to take steps now so your income in retirement in diversified