Join this session with leading academics, financial experts, and experienced financial advisors to have your questions about annuity products and strategies answered.
With more Commission-Free annuities available than ever before, many RIAs are discovering the benefits these solutions can provide not only to their clients, but also to their firms. Join this session to learn how RIAs can use Commission-Free annuities to manage portfolio risk, helping protect and grow AUM. These strategies can help RIAs attract and retain clients and deliver better outcomes during accumulation and retirement.
Join this session – the first in a 4-part series – to understand how to use and access this tool, align Commission-Free annuities with client needs and preferences, manage risk during decumulation, and deliver better retirement outcomes.
Longevity and sequence of returns create very real risks for today’s retirees. Fortunately, fiduciary advisors have a robust and growing selection of no-load annuity solutions to explore that can protect client plans from these risks.
Join this session to learn how to assess risk in clients’ portfolios and take your annuity understanding to the next level by learning how to compare annuities by type and use.
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.