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Fixed Indexed Annuities in Retirement Planning

Published on August 16, 2021

 

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In this newsletter, you’ll find a selection of timely resources that can help support your conversations on using fixed indexed annuities as a retirement savings vehicle. Use the below resources to discuss solutions with centers of influence and clients so they can start to take action today.

Marketing Resources:

 

Fixed Indexed Annuity Basics

For clients nearing retirement, a fixed indexed annuity (FIA) can help protect retirement savings from the downside risk of the stock market while allowing money to grow tax-deferred, have access to guaranteed income, penalty-free withdrawals, and much more. Click below to read about the features and benefits of fixed index annuities and how it can help your clients mitigate retirement risk.

 

Comparing Fixed Indexed Annuities with Other Retirement Savings Options

Helping clients choose the right accumulation vehicle for retirement can be difficult. There are many choices available – and, with differing needs and goals, choosing just the right option can prove to be challenging. This whitepaper explains how fixed indexed annuities compare to other retirement savings options and why it might be a right fit for your clients.

 

The Benefits of Fixed Indexed Annuities

This sales concept piece from North American describes the important features of a fixed indexed annuity and how it can help clients reach their retirement goals.

 

Gallagher Life Insurance Policy Review Kit

There’s never been a more important time to conduct a policy review! Life insurance, like any financial asset, should be reviewed on a regular basis to make sure it is still meeting clients’ objectives. One of the most important functions we can perform is to monitor if clients’ life insurance policies are still applicable given their current financial and future goals. Click below for our new Gallagher branded Policy Review Kit.

 

Gallagher Case Study: Using Life Settlements to Turn Life Insurance Policies into a Financial Asset

With a client on the verge of letting his policy lapse, a Gallagher advisor negotiates two term life insurance policies on the secondary market, resulting in over $2M in net revenue for the client. Click below to view this recent case study and how Gallagher worked with the advisor to provide a tailored solution.

 

Sequence of Returns Life Insurance Video

Click below to watch our new Gallagher branded video that explains how market volatility and withdrawal timing impact retirement income.

 

THANK YOU

 

We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966

For agent use only - not for use with the general public.

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21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966

GBS Insurance and Financial Services, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

© 2021 Arthur J. Gallagher & Co. 

 

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