Annuities

Inflation is just one of the risks that annuity investors face since higher prices could lower the purchasing power of annuity payments; Plus, changing strategies for Social Security.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.