Video file
A common misconception among advisors is that annuities should not be used within an IRA or other qualified plan. In this session, we will review the types of annuities that can be used within qualified plans to potentially generate efficient retirement income.
This webinar covers:
- How leveraging annuities with guaranteed income can potentially improve a financial plan’s probability of success
- How annuities that offer guaranteed downside market-risk protection and guaranteed growth can be used as alternatives to fixed income strategies
- How death benefit guarantees on a variable annuity can help protect a younger spouse from market risk
Featured Speakers
Tim Rembowski
Team Lead, Distribution
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs understand and leverage new commission-free insurance products as an investment asset for their clients. Before joining DPL Financial Partners, Tim worked in the RIA channel for four years distributing product for a national distributor.
When It May Be Appropriate to Have an Annuity Within a Qualified Plan
A common misconception among advisors is that annuities should not be used within an IRA or other qualified plan. In this session, we will review the types of annuities that can be used within qualified plans to potentially generate efficient retirement income.
