WEBINAR: Q3 Annuity Stress Test Report
WEBINAR: Q3 Annuity Stress Test Report
August 22, 2025

BGA Insurance now proudly offers 67 different highly-rated annuity carriers. While reviewing these various carriers, we took the time to stress test a number of our accumulation annuities.

Each carrier was put through 12 different Monte Carlo-style stress tests, including up markets, bull runs, down markets, volatile markets, and flat markets. We then tested each product for its sensitivity to rate changes in these 12 different market scenarios.

In this video Trent Zimmermann, ChFc, CLU will show you the top performing annuities and just how well they performed. See how they can fit your clients!

 

 

CONTACT US

Trent Zimmermann, ChFC, CLU

Director of Annuities

trentz@bgainsurance.com

949-413-8929