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November 12, 2020

Why do people buy Annuities?

The majority of people who are buying Annuities these days are doing so for 1 of these 3 reasons:

  1. Principal Protection
  2. Guaranteed Income
  3. Legacy Planning

Just like the Oldsmobile commercials, these are not your father’s Annuities.

Annuities these days do a much better job at growing, protecting, paying out, and transferring client’s assets…than ever before.

The Annuity industry has been very responsive to client demands over the past 6-7 years!

  • Clients wanted income for life without having to annuitize…so carriers created income riders (living benefits).
  • Clients wanted more growth opportunities…and now Annuities have uncapped index strategies.
  • Clients wanted a better risk/return profile…now we have smart-beta index choices with excellent upside potential.
  • Clients wanted to pass on assets without underwriting…and now we have enhanced death benefits that clients don’t need to qualify for.

If you haven’t looked at Annuities recently, as a solution for your client’s protection, income & planning needs, you may be missing out!

Call me to discuss an Annuity solution for your clients.

Jason E. Lang,
Annuity Specialist
781.449.6800 ext. 237