Showing Category: Annuities

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.