Income Planning

Today you can find a dizzying number of annuities to offer to clients. It’s challenging to keep up on products and costs, enhancements and riders and find the most suitable products

For certain clients, an annuity may be an appropriate tool to make sure they don’t outlive their assets. We work with advisors to ascertain the end client’s net worth, liquidity, life circumstances—and get the right information to help them choose. We can explain the benefits and downsides of the different products and the various riders. We make sure to leave the advisor well-equipped to help clients make a good decision.