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CFP® CE Registered Presentation

thinking strategically about annuity income

Retirement planning is rapidly evolving.  The conventional wisdom for creating retirement income is increasingly difficult in today’s economic environment.     The number one fear for most retirees is running out of money.  We discuss how, why and where an annuity might be added to a portfolio to create a predictable stream of income.  This presentation includes an analysis of new ways to consider annuity options, a review of the scientific case for annuity income, along with 8 real-world “case studies” illustrating the power of deferred and immediate annuity solutions.

Attendees will receive our Annuity Selection Questionnaire and Roadmap, as useful tools to easily determine if, and which type of, an annuity should be considered for guaranteed income planning.

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