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While annuities are most often thought of for the income stream, there are optional principal protection benefits, known as living benefits, that offer clients exposure to the…

This presentation provides the structure of variable annuities, explains the considerations for variable annuities as part of a client’s retirement and tax planning, describes…

As the search for yield continues, advisors are confronting the reality that low interest rates are here to stay. This can pose numerous problems for the portfolio, but finding…

Structured Annuity sales were up 40% in 2020 and are on track for a similar increase in 2021.1 The flexibility of this product allows it to meet the savings needs of clients…

Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to…