MarketLinking.com is managed by Capital Strategies Press, a publisher of financial information for consumers and training resources for financial professionals. The executive editor for this site is Paul Bullock CLU ChFC GBA RPA FLMI CEBS. Mr. Bullock is a forty year veteran of the financial services industry and is one of the nation’s leading experts on market linked and indexed products. Mr. Bullock is the author of seven books on various aspects of financial design as well as numerous articles and training courses for the financial services industry.
In maintaining this site, Mr. Bullock frequently consults with other investment and insurance experts to bring you the most recent product information and the latest in financial design innovations. Mr. Bullock’s books are available from Amazon.com or downloadable in Adobe pdf format here at MarketLinking.com.
It is the mission of this site, MarketLinking.com, to provide useful, relevant and unbiased information about institutionally issued market linked and indexed products. An institutionally issued product is one issued by either a bank or an insurance company. Market linked products are technically termed ‘structured products’ and can be issued by a variety of financial entities. However, a key structural component of market linking is the guarantee of the depositor’s principal. Therefore, institutionally issued market linking products form a risk class of either bank guaranteed or insurance guaranteed products.
Our mission is to compile as complete a knowledge-base on institutionally issued market linked products as feasible, including performance history, suggested methods of selection and product analysis, strategies for use of the products in financial and retirement planning and tools to model potential performance and impacts on financial plans. We will make every effort to assure that this information is complete, accurate and current.
Since knowledge is only the first step, we will maintain a list of retail sellers of these products who are independent of the providers of the product and who offer a spectrum of products. Please notify us of any complaints or comments about these retailers.
Your feedback on how we can better serve the financial consuming public is always welcome.
How to Contact Us
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