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Exclusive Planning Services (EPS) is a platform for forward-thinking, ethical agents who want to take care of their clients.

Do you know about the Date Lottery? If you’re an agent and haven’t heard about the Date Lottery yet, you will want to get familiar with it. The Date Lottery term was coined by Cap Averill II, and it refers to an inherent flaw in the design of fixed indexed annuities. The Date Lottery is a phenomenon where even minor differences in the dates of purchase can have a radical impact on returns.

Learn more at our partner site, AnnuityAnswers.com, an informative site that contains a wealth of valuable information about annuities and our approach with our own portfolios.