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Utilizing Annuities as a Fixed Income Allocation

In the past, clients nearing or in retirement could rely on traditional fixed income investments to cover their income needs. Today, with interest rates trending near zero and retirements extending, risk has crept into retirement portfolios as advisors seek yield from total return strategies. Now is a good time to evaluate your approach to meeting your clients’ retirement income needs.

What You'll Learn:

  • How to address current retirement planning challenges with Commission-Free annuity strategies
  • How to identify clients who could benefit from an annuity as a fixed income allocation in a total return portfolio
  • How an annuity can generate efficient income and eliminate the manual task of strategic rebalancing to create cash for income

Utilizing Annuities as a Fixed Income Allocation

In the past, clients nearing or in retirement could rely on traditional fixed income investments to cover their income needs. Today, with interest rates trending near zero and retirements extending, risk has crept into retirement portfolios as advisors seek yield from total return strategies. Now is a good time to evaluate your approach to meeting your clients’ retirement income needs.

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