Since the global financial crisis of 2008, the development and use of indices has continued to be propelled by an increased interest in passive investing. As a result, continued evolution and an increase in indices available on fixed indexed annuities (FIAs) has created confusion and even some fear of a perceived product complexity.

NAFA’s newest educational series seeks to communicate why in the context of retirement planning, both for saving and income purposes, indices have become a cornerstone of innovative annuity designs and applications. What’s more, the ABCs of Indices breaks down information about what indices are, index terminology, types of indices available, and details on their exposures, data and methodology in a way that anyone — regulator, legislator, journalist, agent or consumer — can understand.

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