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Utilizing Annuities as a Fixed Income Allocation

With traditionally "safe" investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement.

In this presentation, you’ll hear from DPL's VP of Member Success, Tim Rembowski, as he covers:

  • The historical context for today's fixed income yields and what to expect moving forward
  • How low interest rates impact retirement plans, looking at a range of income scenarios
  • New income comparison and modeling tools that demonstrate the income-generating potential of fixed income and low-cost annuities using current market return assumptions


 
 

Utilizing Annuities as a Fixed Income Allocation

With traditionally "safe" investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement.

DPL


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