Saturday, January 10, 2015

Why Income Annuities Are Used in Retirement Plans



This episode addresses the basics in asset allocation, i.e. your portfolio mix of financial products. The fundamental theory of asset allocation has now been introduced into an indexed annuity for protection of principal and access to potential market returns.

The crediting account of most indexed annuities can never fall below zero. However, like most financial products, there are associated costs that may be deducted from the crediting account. This particular show highlights Barclays foray into indexed annuities with insurance giant Allianz.

Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized annuity expert Mike McGlothlin, ChFC, CLU, CFP. In this episode Steve and Mike point out the value of guaranteed income annuities, some of which are for life.

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About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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