The ART of Managing Income Risk, a new eBook from American Equity, is designed to help financial professionals frame retirement income risk more intentionally and apply that thinking in client conversations.
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The best way to prepare clients for risk is to address it head-on. Use the ART framework — Avoid, Retain, Transfer— to have a smart conversation about handling retirement income risks that sets clients at ease and empowers informed decisions to help improve retirement outcomes.
Trust is the foundation of any successful relationship. Those in the financial services industry know that when individuals place their financial security in the hands of an insurance company, they seek the assurance that promises will be kept.
Understanding the cost of inaction can be an eye-opening insight for clients preparing to retire.
Unexpected costs – especially health care costs – can pose a significant burden for many individuals and their long-term income strategy.
Time and money are two of your clients’ top assets. Don’t let lack of fixed index annuity awareness cost them valuable time and money in retirement.
It may seem self-evident, but there is a direct correlation between annuity awareness and annuity preference. According to the Secure Retirement Institute, 83% of annuity owners view annuities favorably; that number is cut in half (41%) for non-annuity owners.
Whether it’s building up assets for retirement or preserving income for life and securing a legacy, American Equity has you covered with our AssetShield and IncomeShield fixed index annuities.
Whether it’s building up assets for retirement or preserving income for life and securing a legacy, we’ve got you covered with our AssetShield and IncomeShield fixed index annuities.
