In this podcast, Senior Retirement Income Strategist Kate Beattie describes how our research into investor attitudes can guide successful client conversations.
Annuities as an accumulation strategy
Shareable insights
Tackle retirement income discussions one topic at a time with these chapters from Senior Retirement Income Strategist Kate Beattie
* Source: ISS Market Intelligence Simfund, as of 12/31/23. Variable annuities not including fixed accounts.
Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.