By now it’s old news – You may have heard from several Academics and financial experts that traditional fixed income strategies can be insufficient to fund retirement spending for many retirees. Investors continue to search for safe income alternatives, and Commission-Free annuities may help solve this challenge.
Our Fixed Income Comparison lets you easily compare a fixed income strategy to low-cost, Commission-Free annuities to determine the best strategy to meet a client’s income need. The tool evaluates and compares no-load annuity products, including customizable payout options and detailed performance data.
Join this demo to learn:
- How to use the Fixed Income Comparison tool to compare income from a Commission-Free annuity to a fixed income strategy
- How no-load annuities can complement a total return portfolio
- How to identify solutions tailored to a client’s individual needs
Featured Speakers
Ross McGoodwin is passionate about sharing his knowledge of insurance products with fiduciary advisors, helping them to understand how today's no-load, low-cost solutions can be used to deliver greater value to clients' financial plans. Before joining DPL Financial Partners, he distributed insurance products in the RIA channel for a national carrier. Ross holds his Series 6 and 63, and Kentucky Life Insurance License.