Showing Category: Annuities

Implementing Peace of Mind in Your Client's Retirement

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.

Conquer the Efficient Frontier for Income Planning

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.

A Better Asset Allocation Strategy Than “Set It and Forget It”

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.