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In this conversation card, you're looking for risk-averse clients who are nearing or currently in retirement. These clients want their money to grow tax-deferred, but feel uneasy about market swings. A fixed indexed annuity (FIA) can help mitigate the risk while offering strong returns.
In this conversation card, you're looking for clients who are concerned about rising rates, inflation or market risk. But they still want higher returns. With a fixed indexed annuity (FIA), clients can have no risk of loss while providing the ability to meet or exceed inflation.
Retirement planning is going through four major shifts. How will you respond for success? This e-book will help you understand the changes facing today’s retirement planners and why you need to plan differently in order to achieve success.
Consider the questions below and share your answers with your advisor. The difference between what you know, and what you don’t, could be the key to a successful retirement.