Cracking the Code: Fixed and Index Life Crediting/Cap Rates

On-Demand Webinar Available Until March 28, 2020

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About the Webinar

The yield curve has noticeably changed over the past couple of years, so what impact will that have on universal life (UL) crediting rates, whole life (WL) dividend rates, and index universal life (IUL) segment cap rates? In this webinar we’ll discuss the forces impacting these rates and explore ways to set appropriate expectations for the future.

About the Presenter

Kraig Klinkhammer

Kraig Klinkhammer, Chief Operating Officer, BFB Gallagher

Kraig Klinkhammer works closely with asset management firms, life insurance companies and other financial service organizations to ensure the firm’s principals and consultants have competitive solutions to meet unique client objectives. In addition, he is responsible for monitoring performance and diversification metrics of client impermissible investment portfolios and will recommend adjustments if necessary to keep them properly aligned with investment guidelines.

He has more than 19 years of experience in executive benefits, asset management and various applications of life insurance and financial planning. He manages investment and portfolio strategy for BFB Gallagher.

Kraig is a graduate from Portland State University in Oregon, where he received a Master of Science in Financial Analysis and Bachelor of Science in Finance-Law.