There’s no one-size-fits-all approach when it comes to annuities, but fiduciary advisors have learned that no-load solutions can be a powerful tool in their planning toolbox.
Join this session to learn how and when to use commission-free annuities based on clients’ specific needs, and how to implement annuities strategically in your fiduciary practice (e.g. how to collect a fee for annuity allocations).
Attendees who complete all 5 sessions will receive a very special, soft “Annui-tee” to congratulate them for completion.
While your clients can’t buy happiness, you can help bring them peace of mind through a Commission-Free annuity that protects their retirement plan. According to recent academic research, buying an annuity can increase retirees’ satisfaction and give them confidence to stick to their plan.
Join this session – the second in a 5-part series – to understand how annuities create a license to spend in retirement and help insure the success of a financial plan.
It is important to understand the complex way insurance products work for retirement income. Here is a list of important questions to answer for the three major types of annuity products.
For those who initiated reverse mortgages prior to the October 2017 rule change, the old rules still apply. However, the situation changed significantly for new loans after that date. Where do we stand one year removed from those changes?
How much can clients spend sustainably in retirement? This presentation provides an overview of Wade Pfau’s new book, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, which focuses on sustainable spending from investments. He will explain the financial planning research on sustainable spending from investment portfolios in the face of a variety of retirement risks. You will also learn:
Wade will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.