What’s the secret to navigating your financial future with confidence?

Join Mike Milligan as he sits down with Tom Haines from Annexus to demystify fixed index annuities and their strategic role in crafting one-of-a-kind financial plans tailored for your unique retirement journey. Tom shares insights from his distinguished career, highlighting how indexing strategies can safeguard your financial future without the risk of market volatility. Dive into the depth of experience, fuelled by partnerships with top-tier institutions and renowned academics like Robert Schiller and Jeremy Siegel, ensuring your retirement portfolio is as bulletproof as it is personalized.

Mike Milligan & Tom Haines discuss:

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• How indexing and smart beta strategies can benefit retirement portfolios (03:14)
  
• The role of renowned academics and industry leaders like Robert Schiller and Jeremy Siegel in financial planning (07:07)
  
• Understanding the historical performance of fixed index annuities, backed by the pioneering research of Roger Ibbotson (11:25)
  
• Navigating the present and future trends in fixed index annuities and ensuring they contribute effectively to your financial plan (32:47)
  

Resources:

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•  Consider The Alternative
  
•  Nobel Portfolio Prize
  

Connect with Mike Milligan, CFP®:

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• Ideas by Mike 
  
• LinkedIn: Mike Milligan, CFP®
  
• Facebook: Ideas by Mike 
  
• Instagram: @ideasbymike
  
• YouTube: Ideas by Mike 
  
• 757-909-7151
  
• mike@mikemilligancfp.com
  

Connect With Tom Haines:

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• Annexus Retirement Solutions
  
• LinkedIn: Tom Haines
  

About Tom Haines:

Tom Haines, EVP Capital Markets & Index Solution at Annexus. Tom leads the index diligence and selection process for Annexus and coordinates the firm’s relationships with asset managers, academic professionals and investment banks in conjunction with Annexus’ carrier partners. Tom is also one of the lead architects of the Lifetime Income Builder TDFs at Annexus Retirement Solutions (ARS). In his role within ARS, Tom works closely with the insurers and asset managers that partner with ARS on implementing the Lifetime Income Builder within portfolios and funds. Prior to joining Annexus, Tom led Equities Solutions Structuring at UBS Investment Bank. He began his career in index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the Exchange Traded Products (ETPs) Group at NYSE Group and head of ETPs and Derivative Product Solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in Quantitative Finance from James Madison University in Virginia.