Enhance Your Client’s Retirement Income Plan
There is probably no more important financial goal for clients than meeting their retirement income needs. Our offering of low-cost, Commission-Free annuities can enhance your clients’ retirement income and help provide the peace of mind that comes with knowing money will be there to cover expenses in retirement.
Why You Would Use Annuities
- Provide greater levels of guaranteed income
- Generate income for life, mitigating longevity risk
- Guaranteed growth which can be turned into predictable income streams
- Through exclusion ratios create tax-efficient withdrawal strategies
Why Your Clients Want to (or do!) Own Annuities
- Annuities can provide peace of mind for clients who worry about outliving their assets
- They allow clients to enjoy their money, and spend in retirement with less worry
- They protect retirement income from the volatility of the market
What Annuities Can Do for You
- More investment freedom with other client assets (having met client income goals)
- Mitigation of longevity risk through guaranteed lifetime income
- Afford clients greater peace of mind through volatile markets
Call 888-327-0049 to speak a DPL Consultant about how you can utilize Commission-Free annuities for your clients.
"Guarantees can also provide peace of mind and a license to spend, which leads to a less stressful, more enjoyable retirement experience."
Investments vs. Insurance Income Planning