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AICPA ENGAGE 2019


PFP19SS02 - The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities


Jun 10, 2019 7:00am ‐ Jun 10, 2019 7:50am

Standard: $49.00

Description

Annuities have had their share of detractors over the years. The reality is annuities currently serve a critical purpose for millions of Americans – adding a level of security, while helping alleviate some of the financial worry for the future. This presentation will address:

  1. Common objections to annuities including cost, complexity, liquidity and tax considerations.
  2. The benefits of annuities including a discussion of some of the protective features offered by annuities today.
  3. The value of incorporating guaranteed income into a comprehensive retirement income plan.

Learning Objectives:

  1. Provide several actionable talking points to help advisors understand and overcome common objections to annuities and start the important conversation about retirement income planning.
  2. Help inform investors to be in a better position to determine whether an annuity makes sense as part of their overall financial plan.

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