In this episode, we take a closer look at some common myths and misconceptions about annuity products and set the record straight. Questions you’ll see addressed include: are annuities really that complicated? Is the money invested in an annuity worth it? Are there tax benefits for using annuities? And how do you tailor annuity options to your clients’ goals?

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services

Featuring:

Justin Bateman, Corporate Vice President of Advanced Income Solutions — Product Development, New York Life Insurance Company