NEW REPORT: Do the benefits of annuities with shorter withdrawal charge schedules outweigh the risks?
How to Help Clients Review Their Finances
Interest rates and economic uncertainty have sparked interest in annuities with shorter withdrawal charge schedules. While they may seem appealing, it’s important to assess the risk vs. reward and help clients make informed decisions.
Show clients the upsides — and downsides — of annuities with shorter withdrawal charge schedules using the mortgage sector as a valuable lesson.
Download this new report and help your clients get a jump on their next financial review.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide tax-deferred accumulation potential, guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
Products are issued by Allianz Life Insurance Company of North America, PO Box 59060, Minneapolis, MN 55459-0060.
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