Wishful Thinker Needs Foundation
It is likely that you have clients who are fearful about running out of money in retirement. As part of retirement income planning, consider how annuities can fit into your client’s plan.
Cautious Preparer Seeks Balance
Market volatility sparks concern for some clients, which can mean looking for ways to diversity their portfolios as a way to seek to manage market risk. Explore with your client to see how annuities may fit into their overall financial plan.
Secure Saver Desires Growth
Some clients may desire growth of their assets to maximize their retirement income. An annuity can offer the potential to grow retirement savings, which can provide income in retirement.
Literate Investor Wants Efficiency
Even the most risk-tolerant investor is interested in ensuring their financial plan is tax efficient. Annuities may be useful to this type of client as part of their broader retirement plan.