NEW GUIDE: Common Annuity Products [February 2024]

Become a member and integrate the new Common Annuity Products Summary Guide into your conversations to give your clients confidence and clarity around a complicated topic.

The new summary guide can help you quickly navigate the annuity landscape. Perhaps more importantly, the guide will help you and your clients evaluate whether a particular annuity might fit (or currently fits) their financial situation and preferences. It covers: 

• The various kinds of annuities and the categories under which they fall. 
• How specific annuities work and for whom they might be suitable. 
• The risks that each kind of annuity carries and can help mitigate.
• The features and possible fees associated with each kind of annuity.
• How annuities may affect your client's tax and estate planning situation.

💥 For just $99 a year, you'll gain instant access to the Common Annuity Products Summary Guide and the 100+ other guides in the fpPathfinder library.