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The Calculus of Retirement Income
 

New Book to be Published:

ARE YOU A STOCK OR A BOND?
Create Your Own Pension Plan for a Secure Financial Future

by: Moshe A. Milevsky

CLICK FOR DETAILS

CLICK HERE TO ORDER



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Exchanging Variable Annuities


The following demo program is available free of charge and is based on the model described in the working paper “Exchanging Variable Annuities: An Optional Test For Suitability” by M.A. Milevsky and K. Panyagometh, click here to link to this paper. An updated version has recently been published in the Journal of Financial Planning, please click here for a link to their website.

Please note:

  • The zipped program contains one EXE file and therefore some operating systems or web browsers may encounter problems in the downloading process.
     

  • The IFID Centre has made this program available for educational purposes only -- as a demonstration of the concepts in the above-mentioned paper. We are unable to provide help or assistance beyond what is described in the published paper.

Click Here to Download Program