{"id":934,"date":"2016-08-26T20:50:38","date_gmt":"2016-08-26T20:50:38","guid":{"rendered":"http:\/\/wwwdev.cannex.com\/?p=934"},"modified":"2017-03-24T16:17:28","modified_gmt":"2017-03-24T20:17:28","slug":"cannex-publishes-new-white-paper-determining-the-economic-suitability-of-a-variable-annuity-transaction","status":"publish","type":"post","link":"https:\/\/www.cannex.com\/index.php\/2016\/08\/26\/cannex-publishes-new-white-paper-determining-the-economic-suitability-of-a-variable-annuity-transaction\/","title":{"rendered":"White Paper:  Determining the Economic Suitability of a Variable Annuity Transaction"},"content":{"rendered":"<p>In this paper we propose a scoring methodology for VA transactions that is intended to improve current evaluation practices &#8211; and empower financial institutions, their advisors and clients to make more informed decisions about annuity transactions. We also provide an overview of:<\/p>\n<ul>\n<li>The challenges in evaluating various features available within VA contracts.<\/li>\n<li>A recommended approach to better allow an advisor and their firm to adequately and transparently assess the potential economic impact of a sale, exchange or termination of a VA contract.<\/li>\n<li>How to interpret the results of the application of this approach to some common or typical cases an advisor might encounter.<\/li>\n<\/ul>\n<p>Ultimately, it is our belief that by adopting the methodology we set out here, the <strong>due diligence<\/strong> and <strong>product selection<\/strong> processes for VA sales will be enhanced, thus improving the advisor&#8217;s and firm&#8217;s ability to meet compliance and regulatory obligations.<\/p>\n<p>For access to the white paper, <a href=\"\/wp-content\/uploads\/2017\/03\/Economic-Benefit-VA-Aug-2016-Revised_March-2017-Final.pdf\" target=\"_blank\">click here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this paper we propose a scoring methodology for VA transactions that is intended to<a href=\"https:\/\/www.cannex.com\/index.php\/2016\/08\/26\/cannex-publishes-new-white-paper-determining-the-economic-suitability-of-a-variable-annuity-transaction\/\" rel=\"nofollow\"><\/a><\/p>\n","protected":false},"author":2,"featured_media":1295,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16],"tags":[14],"class_list":["post-934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-research","tag-annuity-benefits"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/posts\/934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/comments?post=934"}],"version-history":[{"count":1,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/posts\/934\/revisions"}],"predecessor-version":[{"id":1949,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/posts\/934\/revisions\/1949"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/media\/1295"}],"wp:attachment":[{"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/media?parent=934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/categories?post=934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cannex.com\/index.php\/wp-json\/wp\/v2\/tags?post=934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}