Annuity? Never

March 28, 2023 by David Macchia

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If you work with boomer-generation women, are you properly responding to their need for lifetime income? Consider this parable.

Not five minutes into the meeting with Sheryl, Bert, a financial planner, appeared to fully understand her twin priorities: protect Sheryl’s nest egg and provide monthly income that will last for the duration of her retirement. Those were unambiguous objectives from Sheryl’s perspective.

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Originally Posted at Advisor Perspectives on March 21, 2023 by David Macchia.