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Concurrent Session Onsite and Online

PFP2326. Too Few Dollars, Too Much Life

Longer life spans mean longer retirements for many individuals--yet how prepared are they to manage the risks that come along with that? Whether you need to evaluate a client's existing annuity or are considering how to improve the outcome of their financial plan, annuities are increasingly important. With less access to pensions and Social Security payments insufficient to provide for basic income needs for most retirees, many clients seek out certainty and a reliable paycheck in retirement. An annuity is an obvious solution but where do they fit in best? And what is the implication of newer in-plan lifetime income solutions that are in the news lately? Get the latest on how to make sense of annuities in today's environment and have the opportunity to ask your own questions.

Learning Objectives:

  • Recognize how annuities can fit within a client's portfolio
  • Identify key designs of an annuity to help evaluate whether a client's existing annuity makes sense
  • Recall three ways of generating income from an annuity and the tax implications
  • Distinguish how the landscape of in-plan annuities differs from that of individual annuities
CPE Credits
NASBA Field of Study
0-2 years in the Profession
Advanced Preparation
Session Tags