The majority of annuities sold today are sold with an Income Rider. Reason being is that clients’ #1 concern is outliving their money, and there are 10,000 people a day turning 65.
With that in mind, are we doing anything to protect that income? I know it’s guaranteed for life, but is it protected from being used for unexpected expenses? You can’t double count assets, so the assets for income can’t be used for the rainy day fund. If they were, it will change the income and destroy the plan.
Join us on Monday, June 20th at 2pm eastern to learn from Jay Acker at OneAmerica about how you can use NQ annuities that are NOT currently being used for income to create a lifetime of income protection, and could potentially be 100% tax free, regardless of the amount of tax deferred growth.
Click on the link below to register. After registering, you will receive a confirmation email containing information about joining the website.
https://attendee.gotowebinar.com/register/1056426540280921090