Ready, Set, Retire!

The Negative Perception of Annuities


Listen Later

Takeaways:

  • Many retirement savers are concerned about outliving their assets and are considering annuities as a source of guaranteed income.
  • There is a lack of interest in annuities among clients, despite their desire for safer portfolios and income protection.
  • The word 'annuity' has a negative connotation in the industry, but it offers stability and income in retirement.
  • Investment houses are realizing the benefits of annuities and are trying to capture and keep clients in-house.
  • It is important to have a balanced approach to retirement savings and not rely solely on one investment vehicle.

Get your FREE Annuity Stress Test TODAY!  

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Ready, Set, Retire!By Steve Anzuoni

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Ready, Set, Retire!

View all
Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

549 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

Retirement For Life by Christian Cyr, CPA, CFP®

Retirement For Life

11 Listeners