Offer Your Clients An Alternative to the "Tax Time Bomb"

Over the past decade, consumers have invested more than $1 trillion in annuities, offering plenty of challenges and opportunities for the financial advisor. The typical senior prospects look for yield, safety, and liquidity for some portion of their rainy-day savings. The fixed indexed annuity came along in the 1990s, and it was the ideal vehicle to handle these objectives. For the advisor, it was often an easy sale that came with a handsome commission.

Offer Your Clients An Alternative to the "Tax Time Bomb"
Source: Life Insurance Selling