Advisers Can Help Retirement Savers Navigate Annuities

November 17, 2020 by Roger Wohlner

Financial advisers know their clients probably see a lot of ads for annuities, and perhaps even get some pitches from insurance agents and registered reps they may know. Some have characterized annuities as financial products that are sold rather than bought. The reality is that annuities might make sense for your clients, but it’s important for them to invest in the right type of annuity contract for their situation.

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Wink’s Note: Although this article isn’t 100% accurate, I give it an “E” for “Effort.” Plus, sometimes you have to take positive press on annuities any way you can get it. -sjm

Originally Posted at The Street on November 16, 2020 by Roger Wohlner.