Investigating Income

A Rethinking65 writer asked six advisors to tell her how they used an annuity to help a client. Here's what they told her.

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Advisor Jeremy Keil used annuities to help a 65-year old couple who were terrified of the stock market to secure income for their retirement years. Receiving all their income from Social Security and pensions, the couple didn’t “need” the money in their 401 (k) plans and only wanted investments that generated interest. “They wanted to avoid market exposure,” he said.

Advisor John R. (Dick) Power used a deferred, indexed annuity to help a single woman without a pension generate a reliable income stream to sustain a comfortable retirement that she started at age 63.

They are among six advisors who describe how they used annuities to address their clients need for retirement income. Read the full report in RT65 beginning on page 24.

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