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Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as clients approach retirement, but this has been challenging in a low interest rate environment. Buffer annuities offer a potential alternative to fixed income.

DPL and carrier partner, AXA, will discuss:

  • Ways Commission-Free buffer annuities improve product features
  • How to utilize buffer annuities in a Fee-Only practice
  • How an insurance company invests behind the scenes to deliver the benefits and protections of a buffer annuity