Out-of-this-World Annuity Benefits | LLIS

This presentation will review various types of annuities and how they may fit into a client’s financial plan. The speaker will also evaluate the many riders available today to determine when and if they may be a good fit, and review options for clients that have annuities they no longer want or need. 

Learning Objectives: 

1. Explain the different types of annuities and their uses.
2. Solve clients’ needs for income with a guaranteed paycheck for life.
3. Evaluate clients’ annuities while looking at the expenses, surrender charges and income riders to determine if they have the correct annuity for them.