SOA QFI Track 参考书超全大合集

https://bbs.pinggu.org/thread-6906828-1-1.html

文章名称：Equity Indexed Annuities-Downside Protection, But at What Cost?

作者：Patrick J. Collins, Phd   Huy Lam, CFS   Josh Stampfli

出版信息：Journal of Financial Planning,  May 2009

共9p，文字版（非扫描版）PDF

目录：

Executive Summary

EIAs: Financially Engineered Products

Critical Provisions of EIA Contracts

Current EIA Product Menu

Evaluating the EIA Contract

Benchmarks Critical in EIA Comparisons

Who Should Buy an EIA?

References