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Insurance company products offered to EBPs primer

Feb 01, 2018 · 230.7 KB Download

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Dive into the world of insurance company products for EBPs, a realm where annuities, GICs, and innovative separate account products, including synthetic GICs, redefine financial security and growth for employee benefit plans. From the meticulous trusteeship and custodianship safeguarding assets to the strategic choice between allocated and unallocated contracts, this primer illuminates the path to optimized investment strategies and compliance, ensuring your EBP navigates the complexities of the financial landscape with confidence and precision.

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File name: aicpa-insurance-products-primer.pdf

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