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Mar 1, 2019

In the news - Our hosts discuss an article in the Winston Salem Journal written by Larry Hungerford called, "Too much volatility. How about no-risk income forever?". In the article, Hungerford advocates for people looking for less volatility to move their investments into immediate income. Mark, Will and Paul talk about recent swings in the market, the need for predictable income in retirement, and give caution for anyone putting all assets into any one product category. We then explore the range of income-oriented annuity riders available for consumers looking for predictable income.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.