Tax Planning: Why Advisors Should Consider Annuities for Their Clients’ PortfoliosTax Planning: Why Advisors Should Consider Annuities for Their Clients’ Portfolios
For most investors, retirement planning focuses primarily on managing risk and saving aggressively. Advisors who can help create tax-efficient withdrawal strategies for their clients can offer tangible value in a critical area.
May 25, 2022
Sponsored by Protective Life
In this fastchat we discuss the following questions with Lauren Drapeau, National Sales Director of Annuity Advisory Solutions, with Protective Life:
Why is tax planning such an important part of an advisor’s value proposition?
What role to products like variable annuities play in broadening an advisor’s capabilities for tax and retirement planning?
What has changed in today’s markets and available products to make variable annuities worth another look for advisors?
How can providers use their knowledge of a broad array of products, including variable annuities, to differentiate themselves from their competition?
