CREDIT IS ONLY AVAILABLE FOR LIVE EVENT
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
- 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
October 24, 2018 2:00 PM Eastern