(Client Resource) When is the Right Time to Buy an Annuity?

Time is Your Clients’ Most Valuable Asset

As your clients prepare to transition assets to income, understanding the hypothetical costs of waiting can be helpful for appreciating the value of their time. 

The Potential Cost of Six Years

For a closer look at the potential costs of delaying the purchase of guaranteed income, see our hypothetical example of two pre-retirees, with the same retirement goals and the same retirement portfolios. But, on different timelines.  

IncomeShield fixed index annuity 

Offer clients a protected path to lifelong income, with principal protection, tax-deferred growth potential and multiple lifetime income benefit rider options to choose from.