Monday Minute – July 10, 2023

Shifts in the Horizon: Exploring the Future of Retirement Income Planning

If you missed our recent webinar that took place last Thursday exploring the future of retirement income planning, we talked to David Blanchett about how annuities can help longevity risk in retirement planning for prospects and clients and Heather Holmes, who has a phenomenal system that advisors can plug into to help out with the longevity story and bring health into the conversation of retirement planning.

Volatility Controlled Index Reports

We’ve recently put together the top volatility controlled indexes found within the fixed indexed annuity space through the month of June. The S&P 500 was up north of 15% through halfway of 2023. So if you want more information on what your favorite volatility control index has done so far year to date, feel free to reach out to your Advisor Development Consultant.

Go into Clara, click on the link below. If you don’t know where to locate this information, your Advisor Development Consultant can help you out.