Rising interest rates have increased the attractiveness of annuity payouts. Longevity has increased while pension coverage has decreased, and products have evolved, including low cost, commission-free, RIA-friendly annuity options. This webinar will examine the pros and cons of using annuity income, guarantees on deferred annuities, fixed indexed annuities, and longevity annuities to maximize the ability to meet future financial goals. Goals-based Monte Carlo simulations will visually demonstrate how various annuity options can meet lifelong spending goals. Leave the session with a deep understanding of the past use of annuities and present opportunities for leveraging annuities in wealth management.

Level of Complexity: Intermediate - Builds upon knowledge in an overview level / assume working knowledge of topic. For CFP with previous exposure / 3 years experience

Course Objectives
  • Understand the past use of annuities in wealth management
  • Understand the range of current contractual guarantees available and how they fit in wealth management
  • Understand the benefits of annuities in transferring risk through contractual guarantees
  • Understand the range of options available in contractual based income
Course Information
Date Presented:
October 24, 2018 2:00 PM Eastern
1 hour
Registration Fee:
The Role of Annuities in Wealth Management
Speaker Information
John Salter, CFP, PhD  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.