A Volatility Buffer: Discussing Fixed-Indexed Annuities With Retired Clients
By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...
Are Annuities the Missing Piece of Your Retirement-Income Puzzle?
Immediate annuities also mitigate sequence-of-returns risk, reducing the chance of depleting a portfolio because of market ...
24/7 Wall St. on MSN2d
My old job had a pension and they offered me to cash out for $24k or get $100 per month for life – which should I choose?
Key Points Taking a lump sum payout on a pension could mean shorting yourself on income overall. It’s important to calculate ...
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Is an Annuity Right for You? 3 Factors to Weigh Before Making the Call
Annuities can be a useful, albeit expensive financial tool to manage retirement income if one cannot or is reluctant to manage their own funds.
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NAICOM’s new annuity guidelines: A timely fix or too late?
The National Insurance Commission has recently issued new guidelines for annuity business in Nigeria, describing it as an attempt to enshrine best practices in the management of annuity portfolios by ...