Annuity Basics
Title
Repurposing Annuities to Strengthen a Financial Plan
Title
Repurposing Annuities to Strengthen a Financial Plan
Most advisors know the feeling when a client or prospective client walks into a meeting with an existing annuity or life insurance policy that were sold to them by a previous advisor or a friend...
Title
Talking to Clients About Annuities & Secure Income
Title
Talking to Clients About Annuities & Secure Income
Your clients may not directly ask you for annuities by name, but they may be asking about principal protection and secure retirement income—two benefits annuities are designed to deliver...
Title
Using Annuities as a Fixed Income Allocation
Title
Using Annuities as a Fixed Income Allocation
With traditionally “safe” investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement...
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