The market dislocations and skyrocketing inflation of the last year put longstanding retirement maxims to the test and that test isn’t over yet.
Join this session with leading academics, financial experts, and experienced financial advisors to have your questions about annuity products and strategies answered.
Join this session to learn how to implement Commission-Free annuities in a financial plan, determine the client needs they're best suited for, and manage these solutions within a fiduciary practice.
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.
Advisors have a lot of questions about annuities. With today’s expanding marketplace of commission-free options for fiduciary advisors, accurate annuity information is more important than ever. Join this session with leading academics to ask your questions about annuity products and strategies.
Attendees who complete all 5 sessions will receive a very special, soft “Annui-tee” to congratulate them for completion.
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).
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.
According to leading economists and academics, annuities can generate retirement income more efficiently than bonds for today’s retirees. In addition, they can ease the impact of a market downturn on a portfolio and create the opportunity for heavier allocations to equities for discretionary spending or legacy designations. Join this session – the first in a 5-part series – to understand how and why advisors are using commission-free annuities to strengthen their clients’ retirement plans and grow their firms.
This session is the first of a new five-part annuity education series, featuring leading academics Wade Pfau, Ph.D., CFA, RICP® Professor and RICP®️, Michael Finke, Ph.D., Frank M. Engle Distinguished Chair in Economic Security, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and DPL Founder and CEO, David Lau.
