The variable annuity has always offered long-term investment opportunities and life insurance protection, though the features and benefits have become increasingly more generous and complex as insurance companies competed to win investors’ dollars.
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As your clients’ priorities evolve from outperformance to preserving retirement income, you may find that indexed annuities satisfy their changing objectives. Read this post to learn what clients will benefit best and how the indexed annuities work.
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Advisors need to educate their clients to this looming challenge and communicate strategies to meet it, such as saving more, contributing to Health Savings Accounts and purchasing long-term care insurance.
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Life insurance seeks to replace what may be an individual’s most important asset—his or her future earning power. Learn should life insurance be considered in your clients’ asset allocation.
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Get ready for tax time by reading this quick blog post on last-minute tax savings.
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