Strategies For Protecting Income Among High-Net-Worth Individuals

September 24, 2024 by Mike Vietri

As we navigate an era of financial complexities—including a volatile stock market, uncertainty concerning government entitlements and the anticipation that only an election year can bring upon us—I believe the need for robust, tailored strategies to protect high-net-worth (HNW) individuals’ income and assets has never been more critical.

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Wink’s Moore on the Market: This piece definitely seems like it is an attempt to attract non-traditional clients to annuities.

After all, the average nest egg that someone is placing into an annuity is only $158,715.

I appreciate Mike Vietri with AmeriLife, and his efforts to expand the market. We’ll see if efforts like this move the needle. -sjm

Originally Posted at Forbes on September 20, 2024 by Mike Vietri.