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Works in Progress: Contingent Annuities for Mutual Funds, Managed Accounts

Steven D. McDonnell

For some months we’ve been planning to provide an update on annuities constructed to wrap living benefits around retail mutual funds and brokerage accounts, because we haven’t checked in on them for a while and we think they make for an interesting group, albeit a small one. As it turns out, some recent news makes revisiting this topic rather timely...

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