Tom Chamblee
Tampa, FL (USA)
Role(s):
Hall and Bell Financial Design
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Startup
Location:
Tampa
Industry:
Insurance
Year Founded:
2000
Number Employees:
INVALID
Description:
Project Overview
Survivor’s Benefit Annuity
Presented By: Hall and Bell Financial Product Design
Project Goals
l Provide increased profit and eminence to the underwriter
l Reveal related products in banking securities and more
l Capture market share and industry leadership through timely accomplishment
l Reveal Hall and Bell history and goals
Description of the annuity
l The annuity was written to provide safe and increasing guaranteed monies to investors in the latter years of life, when other investment products wilt.
l Benefits in design to the underwriter include: front end load; elimination of carrier risk; no stress on underwriter reserves; adjusted initial guarantees to annuitants for carrier surplus and time to establish sufficient annuitants.
l There are related produ