An Annuity Could Help Your Client Live Longer

July 18, 2023 by Allison Bell

Some annuities come with living benefits that protect clients against outliving their income.

EquiTrust’s Bridge annuity comes with a different kind of living benefit: It could make clients live longer.

The Des Moines, Iowa-based company recently introduced a non-variable indexed annuity with a built-in long-term care rider and a built-in wellness program powered by Assured Allies, a Boston-based startup that has raised $65 million in investor funding — including $42.5 million that arrived in early March, as higher interest rates were killing banks and starving other capital-hungry startups.

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Originally Posted at ThinkAdvsior on July 12, 2023 by Allison Bell.