Annuities have long gotten a bad rap. But Commission-Free annuities can offer exactly what many retirees are looking for, reliable income. How can advisors use tools and technology to help clients overcome their fears about annuities and show them that annuities can address their anxieties about retirement?
In this episode, DPL’s Tim Rembowski speaks with DPL Consultant Kameron McRay about using annuities to provide clients with reliable income and how advisors can utilize tools to make having a conversation about annuities easier.
Key Takeaways
[05:10] - The big cost of waiting.
[06:40] - What types of clients can benefit from annuities.
[08:00] - Tools advisors can use to make client conversations easier.
[11:45] - The DPL process.
[18:00] - The #1 challenge for clients as they move into retirement.
[20:00] - Using commission-free annuities to attract new clients and additional assets.
[22:18] - Advisor feedback on discussing annuities with clients.
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