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Description
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think about annuities for your clients in today's changing interest rate environment. This in-depth discussion and Q&A will help you understand how interest rates impact annuity pricing and benefits, how to strategically incorporate annuities into your clients’ financial plans, and the questions you should ask to determine the right product type, features, and timing for each client’s needs.
Learning Objectives
Gain a foundational understanding of how annuities have evolved, and the types and key features of today’s low-cost, commission-free annuity products.
Learn how changing interest rates impact annuities and how to strategically use them in a dynamic rate environment.
Understand how annuities compare with other financial products such as CDs, MMAs, and Structured Notes, and review current rates available today.
Learn how annuities can help address interest rate risks and prepare your clients' portfolios for future rate fluctuations.