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A Reliable Income StreamA Reliable Income Stream

Now’s the time to start discussing annuities for retirement planning with your client

20 Min Read
A Reliable Income Stream

While annuities have always provided certain benefits, like tax deferral and death benefit protection, recent product innovations have created an enormous demand for annuities in retirement planning. As such, annuities are uniquely suited to address the concerns that come with retirement planning, including longevity, inflation risk, market volatility and uncertainty. We’ll be discussing variable annuities, the various riders and how exposure to equity investments coupled with income and death benefit guarantees are helping to provide today’s retirees with a reliable stream of income. 

Social Security

Retirement planning has changed. Up until recently, a client looked forward to retirement, believing that his financial future was secure; t...

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About the Authors

Lena Rizkallah

Lena Rizkallah, a ‘recovering attorney,’ has been in the financial industry for almost 20 years focusing on researching, writing and presenting on retirement planning, income tax strategies and guaranteed income. She has worked for JP Morgan, Prudential Financial and John Hancock and is the founder of Retirement Insights Lab, which captures trends and delivers insights on retirement for financial companies.