How to Find Deferred Annuity Gems
December 23, 2020 by James Kavanagh
This is a follow-up to an earlier article that describes a free analytical tool I have developed for analyzing annuities.
My objective here is not to recommend any specific products or insurers, but instead, to show what a detailed analysis can reveal.
A deferred annuity often makes up a sizable chunk of a client’s portfolio. Advisors should, at a minimum, invest the time and effort to get each client the best available deal, while remembering that a product is not a contract.