Skip to main content

Advisor Revelations: How Annuities Solve for Retirement Income in a Changing Rate Environment

BY John Watson
January 17, 2023
 

As people live longer and healthier lives, the need for retirement income that lasts throughout one’s lifetime has never been greater, but the traditional sources are no longer as secure as they once were. This has led many people to seek alternative sources, such as annuities. Annuities have become an increasingly popular means of generating retirement income as they provide many advantages over other solutions.

DPL Consultant John Watson joins Tim Rembowski for another segment of Advisor Revelations. John brings over 25 years of industry experience and annuity wholesaling to DPL. For the last 18 years, John has used a holistic approach to planning with managed assets, annuities, income, and protection strategies at Fidelity Investments.

Demonstrating a deep understanding of DPL's insurance and annuity products, John talks with Tim about interest rate movements, how that affects fixed annuities, and the solutions and strategies needed to address current challenges.

Key Takeaways

[01:45] - How advisors adapt to today's market environment.

[04:29] - How multi-year guaranteed annuities (MYGAs) are creating positive results this year.

[05:42] - The positive effects of annuities.

[07:03] - John's outlook on interest rates.

[09:03] - The yield curve for MYGA.

[11:44] - What makes MYGAs so beneficial in today's market.

 

Links 

 

Connect with our hosts

 

Subscribe and stay in touch


 

 

 

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.