Tag: pension risk transfer

The Path Forward

The various models advisers can adapt to grow their practice

Watching Interest Rates Can Save Clients Money on PRTs

The higher the annuity credited rate (interest rate) for a pension risk transfer (PRT), the more interest an insurer would earn and the less money it needs today in order to guarantee the monthly benefit, but the lower the interest rate, the less interest it would earn and the more money it needs today, explains Mark Unhoch, with October Three.