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"Who's on first, What's on Second, . . .": Using Annuities in Retirement Planning

Jan 18, 2012 12:10pm ‐ Jan 18, 2012 1:25pm

Credits: None available.


In any discussion of annuities, confusion abounds. On the one hand they are much maligned; on the other, they are embraced. As a result of enormous regulatory, economic, and product design changes, consumers are dazed and confused, perhaps losing sight of the ball with all the chaos on the field. Topics to be addressed include:

  • The need for an annuity
  • Types of annuities
  • Advanced planning concepts with annuities


  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®


  • 0.00 - Specialized Knowledge & Application

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