Identifying the ‘best’ annuity for retirement
The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
Advisors who focus solely on caps and participation rates miss the real marketing edge.
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Looking for retirement flexibility? Annuities are the answer
Different annuity types have different features, but they all share the same basic purpose.
Why age alone shouldn’t rule out annuities in retirement
It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.
Fixed annuities give clients more money to spend in retirement
Fixed annuities can maximize retirement income while providing lifetime guarantees.
Don’t let annuity ‘myths’ block their adoption
More employers are interested in including annuities in their defined contribution plan, but misunderstandings abound.
Annuities & Life Insurance: From ‘live on’ to ‘leave on’
How an annuity death benefit rider can strengthen legacy planning.
Is the best rate always the best deal?
Slow down the conversation and translate those numbers into real outcomes.
A 1035 exchange to an FIA: A smart choice in today’s environment
As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.
Defined benefit annuity: The next great innovation
How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
Choosing the scenic route: Why diversification matters
You’ll find opportunities to explore new paths through internal diversification of annuities.
Securing income through a fully insured plan
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
Three tips to adopt digital capabilities into your practice
Ways to streamline operations and enhance client engagement.
Three mistakes annuity owners should avoid
Annuities are gaining in popularity, but clients may be confused about some of the details.
Peak 65 to fuel digital boom in annuities
The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
The ‘perfect storm’ driving annuity sales momentum
Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.
Annuities gain traction with middle-market consumers
Middle-income Americans recognize they need products to help them navigate longevity and market risks in retirement.
Anatomy of an FIA: 6 benefits to investors
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
Inherited annuities: Helping to stretch generational wealth
How to spread out tax liability while allowing an inheritance to continue growing.
RILAs: Supporting client goals in retirement
New research shows that structured annuities with income benefits increase the likelihood of retirees having assets left at age 100.
