Learn how strategically leveraging SVAs within an overall portfolio can help improve your holistic financial plan.
Here’s What You’ll Learn:
- How current market conditions can impact retirement portfolios
- How SVAs can provide customized levels of both upside potential and downside protection
- Implementation and modeling examples within client financial plans
Featured Speakers
Kameron McRay works with financial advisors to help them implement Commission-Free annuity solutions to improve outcomes in clients' financial plans. He has over eight years of experience helping RIA firms better serve their clients through value-driven insurance solutions and has developed a deep understanding of RIA practice management.
Greg Goin is an External Risk Management Consultant within Allianz Life Financial Services, LLC. With more than 10 years of financial services industry experience, he works directly with registered investment advisors (RIAs) to incorporate retirement income planning and insurance solutions within their financial planning process.
Strategic Financial Planning & Modeling with Commission-Free Structured Variable Annuities
Learn how strategically leveraging SVAs within an overall portfolio can help improve your holistic financial plan.
