Can This Annuity Rider Help Your Client Through Rough Markets?

June 22, 2022 by Robert Bloink by William H. Byrnes

Volatile market conditions have a way of reminding clients about the power of annuity products and the value of lifetime income guarantees in the face of uncertainty. With interest rates rising, now may be the perfect time for many pre-retirees and recent retirees to consider whether an annuity is right for them.

If interest rates surge in the coming months as expected, it’s important for advisors to be prepared to discuss the various options that clients may find appealing — in addition to the tax benefits of the annuity itself.

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Originally Posted at ThinkAdvisor on June 16, 2022 by Robert Bloink by William H. Byrnes.