"Philadelphia Annuities Rates"
The Role of Income Riders on Fixed Annuities
Insurance companies began using the term “income planning” several years ago to promote new and innovative riders on annuities. In only a few years, clients started making decisions about their advisor relationship largely on the advisor’s ability or willingness to plan for income. In the Fidelity Advisor 2006 Survey of Investors at Retirement, seven of 10 baby boomers indicated they wanted to discuss income planning. Less than four of 10, however, had an income discussion
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