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Most Guaranteed Lifetime Income Benefits are fully guaranteed, others not so much; does your client understand what they have?

 

An annuity agency executive was reviewing the average age of his firm’s fixed annuity buyers when he noticed a shift. There was a bump-up in buyers who were under age 50 when they bought their policies...

 

Part 1 was a technical primer on GLIB. In Part 2, we discuss explaining and positioning them to the client.

 
For Clients with Prostate Cancer

Those simple-looking beneficiary forms for annuities might harbor traps for agents, advisors and clients...

 
For Clients with Prostate Cancer
For Clients with Prostate Cancer