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Understanding and Utilizing Fixed Indexed Annuities

David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment Officer at Security Benefit discuss ClearLine, the fixed indexed annuity designed with input from the RIA community.

This webinar discusses:

  • A fixed income allocation with potentially better performance and non-correlated downside risk
  • A retirement income solution that can eclipse the “4% rule” while providing lifetime income
  • A rising rate income rider designed to retain purchasing power throughout retirement that is among the lowest cost income riders in the market
  • The ability to structure non-qualified payouts to spread out the tax bill

Understanding and Utilizing Fixed Indexed Annuities

David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment Officer at Security Benefit discuss ClearLine, the fixed indexed annuity designed with input from the RIA community.

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