OK, so June is officially Annuity Awareness Month. If you’re anything like me, you get excited about the opportunity to spotlight our business and how annuities fit into the planning process. However, I’m not sure Annuity Awareness Month is the appropriate title. Instead, I think it should be Client Value Month.
Let’s talk about the meaning of value in retirement income planning.
Focus your attention on your client’s goals and their vision of a great retirement. That will lead you to the placement of safety and guaranteed income where annuities fit. But, start with the value and not the product.
We're talking shop with Tim Ash! This webinar will be packed so register now and bring your notebook!Register Now
Mike McGlothlin is a team leader, retirement industry activist and disciple of Indiana Hoosier basketball. In addition to being EVP of retirement at Ash Brokerage, he is a sought-after writer and speaker. His web series, “Winning Strategies,” provides insight and motivation for financial advisors in many forms – blogs, books, videos, podcasts and more. You can get his latest book, “Winning Strategies: The New Rules of Retirement Planning,” on Amazon.
1Nationwide Retirement Institute, Social Security 4th Annual Consumer Survey, September 2017: https://nationwidefinancial.com/media/pdf/NFM-16735AO.pdf
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