Episode #202: What If You Could Boost Your Retirement Assets with Less Risk?


 

Building multiple streams of income is no longer a luxury; it has become a necessity. Annuities have become an essential slice of the retirement pie for Americans approaching and living in retirement. We believe these products are well-positioned in today’s uncertain market environment because unlike other financial instruments, annuities offer a range of flexible benefits, including lifetime income, growth potential, and tax-deferral, among several others.

In this week’s episode of Money Script Monday, Luke reviews two case studies that demonstrate how an annuity can be used to minimize market risk, keep upside potential, and give you flexibility in retirement.

Resources Provided for This Episode


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About Luke Geller

Luke Geller is a Field Support Representative at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.