Course Objective:
How do you know you will not outlive your income producing assets during your retirement years? This is a question asked quite often. With people living longer than ever before, what strategies will you employ to make sure that your lifestyle doesn’t change after retirement? In this class, we will review many income producing strategies considered in retirement. Specifically, we will review advanced application of fixed, indexed and variable annuities and how they provide guaranteed income streams to help you live a comfortable life. At the end of this class, we will use these annuities in case studies to help illustrate what strategies are best in certain situations.
Advanced Annuity Strategies
Three Hours General Credits
Instructor: John “Jack” Fries, MBA, ChFC, RICP