The Brighthouse Financial Insights Panel

32: Discussing the Role of Annuities in Strong Retirement Plans


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Clients often aren’t sure how annuities could meet their needs in retirement. For more effective discussions, members of our Insights Panel share advice on how financial professionals can help solve the annuity puzzle for their clients. Our experts discuss how to explain the benefits of annuities, including added protections against volatility and a guaranteed source of income. Speaking in this podcast are: Jay Mooreland, client behavior coach and author of “The Emotional Investor”; Mark Zinder, consultant and financial professional coach; Jared Weiner, futurist and trend consultant at The Future Hunters; Michelle Connolly, professor of economics at Duke University; and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.
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The Brighthouse Financial Insights PanelBy The Brighthouse Financial Insights Panel

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