As the insurance industry adapts to changing client needs, buffer annuities emerge as a valuable strategy by offering a unique blend of potential growth and downside protection. By understanding how they work and the benefits they offer, advisors can empower their clients to navigate market uncertainties and create a more secure financial future.

In this episode of Advisor Revelations, DPL Consultants Willie Jones and Logan Cheatham talk about how annuities can address the challenges of market volatility and retirement planning. They discuss the fear of outliving savings and the need for principal protection and guaranteed income. They also dispel misconceptions about annuities and highlight their flexibility, liquidity, and low cost.

Key Takeaways

[02:10] - The impact of reducing a market drop on portfolios.
[03:36] - How advisors can address concerns about outliving savings in retirement.
[05:55] - The beauty of buffer annuities.
[08:38] - How RISA helps advisors and clients.
[11:57] - Using MYGA products as a social security bridge for early retirement.

Six Reasons to Use a Fee-Based Annuity 15:27 Share

Advisor Revelations

Shownotes Transcript

Six Reasons to Use a Fee-Based Annuity