RetireUpdate Benefits of Product-specific Planning

Investment News has a great article on the effective use of planning tools in determining the potential benefits of carriers' specific annuity products.


"Analyzing annuities directly in a plan can open advisers' eyes to the recommendations they may already be making, showing potentially better options to offer their clients, Mr. Santner said. This could come in handy especially if the Department of Labor finalizes its fiduciary rule, which would require advisers to act in their clients' best interest when managing retirement accounts."

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Topics: Industry Trends