Scott Stolz
Scott Stolz has been one of the most influential people in the annuity industry for over four decades. Over that time, he held senior marketing, sales and operational roles for three major annuity providers. Most recently, he served as a Managing Director for iCapital – helping them develop and rollout their industry leading Annuity Platform. Prior to joining iCapital, Scott served 15 years as the President of Raymond James Insurance Group – one of the industry’s largest annuity distributors. Scott’s diverse responsibilities have given him a front-row seat to virtually every pivotal period that has led the annuity industry to where it is today. Scott is the author of “Unlocking the Annuity Mystery: Practical Advice for Every Advisor” as well as “Rest Easy Retirement”. His weekly blog “Life After Retirement – Will I Be OK?” follows his own personal retirement journey. Learn more here.
Articles by Scott Stolz
- Money & Life
Your Vacation Home Could Become Your Family’s Biggest Estate Planning Problem
My wife and I have had conversations recently about what will happen with this lake house when we’re gone. Will my kids want it? If so, will they want it for the same purpose?
- Research

I Just Earned 3.3% on My Indexed Annuity, So Why Am I Happy About That?
So, why am I happy about this? The answer lies in the income rider that came with the policy.
- Market Intelligence

Choosing Between Participation, Cap, and Trigger Rate Strategies in Fixed Indexed Annuities
I’ll explore the tradeoffs when choosing between Cap Rate, Performance Trigger Rate and Participation Rate strategies on a FIA #Annuities

