5 Questions to Gauge Your Client’s Interest in Guaranteed Annuities

posted in GLWBs May 12, 2020


Any opportunity you have to educate clients about investment options is a good one. Portfolios with traditionally recommended platforms may not include a potentially valuable segment of investment options: annuities.

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Why the Optimal Time for Guaranteed Lifetime Withdrawals May Be Now

posted in GLWBs Feb 25, 2020


Are guaranteed lifetime withdrawal benefits (GLWBs) poised to have a “moment?” That’s what David Hanzlik, Vice President of Annuity and Retirement Solutions at CUNA Mutual Group concludes.1

Despite some older Americans choosing to remain in the workforce, Baby Boomers continue to retire in droves. Roughly 3.8 million Boomers will turn 65 every year during this decade, which will have a significant impact on the labor force.2 It will also have a significant impact on the income of those retirees.

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Guaranteed Lifetime Withdrawal Benefits: What Your Clients Need to Know

posted in GLWBs, Advanced Planning Aug 27, 2019


For retirees, the fear of losing any portion of their retirement savings is very real. Everyone in the market would love a guarantee on their return. Unfortunately, there are few guarantees when it comes to investing, especially when factoring in market turbulence, a fluctuating economy and meager interest rates. Annuities with a guaranteed lifetime withdrawal benefit (GLWB) rider can be appealing to clients approaching retirement because, as the name implies, the rider insures the investment and minimizes risk.

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