Category

Annuities

Category

Why is Guaranteed Income Important to Clients?

When it comes to retirement planning, many clients tend to underestimate retirement risks, such as retiring in a down market, because they expect to rely on income from their Social Security benefits and pension plans. Find out how you can help clients feel more confident when it comes to their retirement plans.

Why is Guaranteed Income Important to Clients?

When it comes to retirement planning, many clients tend to underestimate retirement risks because they expect to rely on income from their Social Security benefits and pension plans. Find out how you can help clients feel more confident when it comes to their retirement plans.

Protecting Retirement Income from the Reality of an Early Loss

There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives.

Are Clients Prepared to Retire Early?

By nature, people are optimistic, especially at the start of a new year. Having confidence in a better tomorrow tends to carry over into every aspect of our lives – including retirement. But in reality, that optimism may cause them to overlook potential risks.

We Can’t Wait to See You at NAILBA

We’re excited to head to Dallas for the 38th NAILBA Annual Meeting, running November 7-9, 2019. Visit us at booth 216 to learn how we can help you continue to grow your business, speed up production and expedite application turnaround times by up to 14 days!

Protecting Retirement Income From the Reality of an Early Loss

There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives. Luckily, adding a source of guaranteed income can help.