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This session will explore current annuity combo designs including deferred annuity combos as well as annuity
income stream doublers, and challenges and successes with products in the market today. The panel will address
tax issues on these products, underwriting, pricing synergies, and 1035 exchange opportunities, while addressing
the underlying question of what it is needed to make these products achieve their potential with producers and
consumers in the future.
Jeffery Drake - OneAmerica
Carl Friedrich - Milliman, Inc.
Jeffe Funderburk - Genworth
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