August 27, 2024
Having spent decades working with insurance carriers, financial advisors, and consumers on the design and distribution of annuities, I believe these are critically important products for retirees and advisors. As pensions disappear and longevity expands, retirees are challenged as never before to self-fund retirements that can exceed 30 years; they need access to fiduciary advice and to annuity solutions.
Annuities are valuable structures that bring benefits to a financial plan that cannot be replicated through investments...