Showing Category: Annuities

Concur 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.

Is An Annuity Really Worth It?

Diversification is essential to optimizing performance. When you strategically position annuities to generate guaranteed income from a portion of the overall portfolio, this frees the remaining assets and allows for a more aggressive investment.

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.