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Four Stages of Annuity Income

Topic

Retirement Savings and Income Planning

Program ID

195893

Hours

1

Format

Live

Complexity

Intermediate

Description

Life changes and things happen; are your clients prepared? Variable annuities offer your clients the flexibility they need throughout all stages of retirement, including, pre 591/2, normal retirement, RMDs, and beneficiary planning. Uncover retirement strategies that can grow your business and help put your clients in control.

Learning Objectives

Attendees will learn how to utilize a variable annuity as part of a comprehensive income strategy. Strategies for all periods of life will be discussed. Starting with pre-retirement and continuing through distributions to the next generations. Attendees will learn what strategies will benefit their clients regardless of what age they will be when they need income.