Why Boomers Need Variable Annuities

RELATED CONTENT

Annuity Checklist: Tell Clients What They Need to Know

An annuity can be a great investment for the right client. But you need to cover all the basics and explain the disadvantages as well as the benefits. It's a best practice that will enhance your professionalism and your credibility with prospects.

Variable Annuities—Guaranteed Income for a Price

They can be expensive and complex—and many advisors avoid them like the plague. But if you're willing to master their intricacies, you might find variable annuities an intelligent tax-deferred investment choice for certain clients.

Variable Annuities—Which Clients Could Use Them?

Clearly, variable annuities are too complex and costly to benefit most clients. But for certain investors, the promise of guaranteed income makes sense—and shouldn't be overlooked.