White Paper Postings
As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge? Learn key strategies to help you become the go-to advisor for these discerning clients.
Retirement income plans can go off track because of longevity risk, market volatility and large, unplanned expenses. By allocating up to 40% of their investment strategy to a variable annuity with an income rider, you can help your clients: increase the probability of achieving their income goal, feel more comfortable with a higher equity allocation, and leave a greater legacy for their loved ones. Review our white paper to learn more.