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Hosted by  FPA of Tampa Bay

Conversation with...Scott Stolz

As the baby boomers have marched into retirement, their desire to seek out investment options that provide downside protection has only grown. Combine this need with interest rates that are still near decade-long highs, and you have all the ingredients to push fixed and FIA sales to yet another record in 2024.

Talking with Scott Stoltz,CFP®, RICP®, author of Solving the Annuity Mystery: Practical Advice for Every Advisor. In this new world of annuity contract provisions for solving financial planning problems, get valuable guidance on the due diligence, product positioning, sales, and operational functions.

But this also means that advisors have a choice to make. Fighting against risk of loss and for retirement income, today’s fiduciaries (CFP Board: annuity is not considered a violation of the fiduciary standard) and suitability champions must know more than the old time “fixed vs. variable.” With dozens of indices, CAP vs PR, structured annuities, fee-only, RILA’s, MYGA’s, SPIA’s, Contingent Deferred, riders and Long Term Care Hybrids, financial planners need insights.

New regulations on 401(k) protected income plus new research into effects of Social Security annuities on the Efficient Frontier, this conversation may be beneficial for you and your clients. Register Now. Send in your questions.

This session has been accepted for one (1) hour of continuing education by CFP Board.

Conversation with...
is designed by and for financial planning professionals. Discussions are informal, informational, and will be recorded for possible replay.

Tuesday, February 25, 2025
11:00 AM - 12:00 PM Eastern Time

Location
Zoom Virtual Meeting Platform
   
 



Speaker Profiles

 


Scott L. Stolz, CFP®, RICP
Managing Director
 iCapital

Scott Stolz, CFP®, RICP®, is a Managing Director on the Annuities Solutions team. He previously was Head of Insurance Solutions at SIMON Markets LLC, a financial technology company acquired by iCapital in August 2022. Prior to that, Scott served as the President at Raymond James Insurance Group, where he leveraged his 40 years in the annuities industry to manage the due diligence, sales, and operational functions for annuities and life insurance distribution.

A frequent speaker and panelist on any topic related to annuities, Scott has also authored two books on annuities: Unlocking the Annuity Mystery: Practical Advice for Every Advisor (2020) and Rest-Easy Retirement (2023). He received both his MBA and BSBA in Finance from Washington University in St. Louis and holds his CFP and RICP certifications.



Michael J. Zmistowski
Primary Member
 Financial Planning Advisors

Michael Zmistowski, Certified Retirement Counselor with the International Foundation for Retirement Education and primary member of Financial Planning & Wealth Management, LLC, has been in private practice for over 30 years. He is a prominent conference speaker known for his energetic speaking style & knowledge in securities, alternatives and insurance/annuities state statutes, FINRA rules, CFP Ethics Standards and NAIC Suitability Regulations.
Event ID  514