Pitching the perfect product: Indexed annuities meet GLWBs
June 25, 2014 by Robert Bloink, William H. Byrnes
While finding the most suitable products to meet a client’s retirement income goals is fundamental to developing an appropriate retirement planning strategy, discovering the most desirable mixture of product features can prove equally critical.
In this vein, financial producers should take note that indexed annuity sales have gained steam in recent months—and new studies suggest that while the base product itself may be attractive to many, in the vast majority of cases it is the optional features that are actually propelling sales today.
Understanding how the guarantee features that can accompany indexed annuities have made these products competitive against more traditional bank-sponsored products has, therefore, become key to determining how these options can help an indexed annuity rise to the occasion. CLICK HERE TO READ…
