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Description
Current economic uncertainty has led many pre-retirees to reconsider
their retirement plans. To help clients secure the retirement protection and/or income growth they seek,
advisors must understand how to properly structure annuities.
Learning Objectives
• Discuss why in-force annuity contract review is critical.
• Discuss how to navigate the complexities of income riders and variables to consider.
• Identify income opportunities for the client.
• Discuss divergence and the total benefits of ownership.