This webinar will be presented by Steve Crawford and will look at the industry’s new investment-only annuities and the potential benefits they can provide, which include offering up to 125 investment options managed by some of the most recognized investment managers. He will also look at how a hybrid income rider may help with distributing an appreciated annuity.
Steve joined Lincoln Financial Group in 1999 working in operations. In 2001, he first began working with i4LIFE while leading the operational team. He managed the relationship management area and the problem resolution team before joining Lincoln Financial Distributors in 2008. Steve has a firsthand view not only of how advisors have been able to build their reputation for income expertise with i4LIFE, but also how it has helped clients maximize their retirement cash flow and provide customized wealth transfer solutions to their loved ones. Learning objectives:
• Investment-only annuities • Benefits of tax deferral and compounded growth • Exit strategy for highly appreciated annuities • Hybrid income riders
If you would like to attend this webinar, please click here to register.
Thanks, Robyn