When a VA with lifetime income benefits offers the greatest value
May 30, 2025 by Susan Rupe
The number of annuity offerings available in the marketplace continues to expand, but sometimes it’s a good idea to take another look at a product that’s a bit more traditional: a variable annuity with lifetime income benefit riders.
A new white paper identifies when a VA with lifetime income benefits can offer the greatest relative value to a retiree. Wade Pfau, professor of practice at The American College, wrote the paper for Equitable. It is the third in a series of research papers Pfau wrote for Equitable.