Diversification is essential to optimizing performance. When you strategically position annuities, you could free the remaining assets, which allows for a more aggressive investment, and the retirement your clients deserve.

The goal of Income Alpha is to give your clients flexibility and liquidity in retirement because they don’t have to rely on their investment portfolio to live. It allows clients to maintain momentum, no matter what happens.

Add value to your clients by making a complete evaluation of their annuity products. Our Annuity Audit service, backed by Morningstar Intelligence, is available to help. We will work up a thorough analysis and provide you with clear information to share with your client.