Learn more about fixed and indexed annuities, both great options for funding retirement. We compare both types of annuities, talk about interest calculation and other particulars, and how to help your clients choose between the two. Read the text version
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Resources:
3 Things Highly Successful Annuity Agents Do Right: https://agentsurvivalguide.podbean.com/e/3-things-highly-successful-annuity-agents-do-right-%c7%80-asg026/
3 Steps for Preparing for Retirement: https://living.medicareful.com/3-steps-for-preparing-for-retirement
5 Strategies to Boost Your Annuity Sales: https://agentsurvivalguide.podbean.com/e/5-strategies-to-boost-your-annuity-sales-%c7%80-asg028/
Funding Your Retirement: https://living.medicareful.com/funding-your-retirement
Protect the Nest Egg with Fixed Index Annuities: https://www.ritterim.com/blog/protect-the-nest-egg-with-fixed-index-annuities/
Ritter Fact Finder: https://www.ritterim.com/documents/ritter-fact-finder.pdf
Understanding the Details of Annuities: https://agentsurvivalguide.podbean.com/e/understanding-the-details-of-annuities/
References:
2022 Data: Americans Have Less Than Half the Recommended Retirement Savings: https://anytimeestimate.com/research/retirement-savings-2022/
FINRA Overview on Annuities: https://www.finra.org/investors/investing/investment-products/annuities
Here’s How Much Americans Have Saved for Retirement at Every Age: https://www.cnbc.com/2022/07/30/vanguard-how-much-americans-have-saved-for-retirement-by-age.html
Emerging from the COVID-19 Pandemic: A Compendium About U.S. Workers’ Retirement Outlook: https://transamericainstitute.org/docs/default-source/research/emerging-from-covid-19-pandemic-compendium-worker-retirement-outlook-report.pdf
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