Does my client need an annuity?
Planning for the future doesn’t have to be a daunting task. Just ask what your client wants their life to look like and what’s important to them. Then take stock of what they have in place and where they may need to fill a gap. An annuity can add to other sources of retirement income and protect assets from inflation and market volatility.
- Receive predictable income for life
- Protect against a market downturn
- Potentially grow a nest egg
- Increase buying power during retirement
- Pay for unexpected health care costs
- Protect against inflation
- Leave a legacy for loved ones
- Grows cash value tax-free until withdrawal