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  • Home
  • About
  • Vol-Controlled Indices
    • Table 1.1
    • Table 1.2
    • Indices by Product
  • Returns
  • Index Components
  • Updates

WHO WE ARE

Advantage Compendium Ltd. is led by Dr. Jack Marrion, providing research and consulting services to insurance companies and financial firms in a variety of annuity areas. He also serves as a Research Fellow at Webster University.

In 1996 he produced the first independent hypothetical return monthly publication comparing all index annuities on the market. In 1997 he created the quarterly Advantage Index Product Sales & Market Report in 1997 that was the first comprehensive report of index annuity sales, products and trends as well as the Index Compendium newspaper that is in it's 20th year of publication. 

Regulators frequently quote from his research; he is frequently referenced or sourced in SEC rule filings relating to annuities, as well as working as a court certified expert witness on annuities. His insights on the annuity and retirement income world have appeared in hundreds of publications. In 2006 the National Association of Insurance Commissioners asked him to address their annual meeting and teach regulators the realities of index annuities. He was invited back in 2009 to talk to the NAIC about the effects of aging on senior decision-making. And returned in the fall of 2015 to talk about the role of volatility controlled indices in the index annuity space.

Prior to forming Advantage Compendium Dr. Marrion was president and owner of an NASD broker/dealer with offices in nine states, and formerly vice president of a life insurance company and previously vice president of an NYSE investment banking firm. He has a BBA from the University of Iowa, an MBA from the University of Missouri and his doctorate from Webster University in the area of cognitive bias in decision-making formed a new paradigm in the marketing and development of annuity products. Neither Jack Marrion nor Advantage Compendium sell or endorse any financial product.

Books Written:
  • A Nontraditional Guide To Small Business Solutions (1994)
  • SEP’s, SAR-SEP’s & 401(k)’s (1996)
  • Index Annuities - Power & Protection (2002)
  • Safe Money Places (2005)
  • Change Buyer Behavior & Sell More Annuities (2009)
  • Index Annuities: A Suitable Approach (2011)

Member:
Society for Judgment and Decision Making

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© Copyright 2015-2019 Advantage Compendium
  • Home
  • About
  • Vol-Controlled Indices
    • Table 1.1
    • Table 1.2
    • Indices by Product
  • Returns
  • Index Components
  • Updates
This web resource is made possible through the generosity of The Ohlson Group (www.ohlsongroup.com) – ahead of the curve on annuity and insurance trends.

Information on this site is for informational purposes and is not a solicitation to buy or sell any security or annuity. Advantage Compendium does not sell any annuity or insurance products nor do we give tax, legal or investment advice. Information on this site is not warranted or guaranteed to be accurate, timely or complete. No fixed index annuity is sponsored, endorsed, managed, sold or promoted by any index. 

If you have questions, please call Jack Marrion at 314-255-6531 or email volcontrol@mail.com​​
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© Copyright 2015-2018 Advantage Compendium

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