Offer Clients Annuities
April 20, 2021 by Michael Masor
Annuities offer retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, and annuities should always be part of a retirement and income specialist’s tool kit.
If you frequently sell annuities yourself, you know that.
But, amazingly, many advisors don’t discuss annuity products with their pre-retiree clients. For some, it’s because they have become so immersed in the accumulation phase of financial planning that they’ve developed only superficial knowledge of safe money products and best practices.