InvestmentNews’ Post

Many investors aren't sure if annuities are a good option for meeting financial goals. Let's look at the different categories, along with their pros and cons. Click here to learn more. https://lnkd.in/ebm7XQuR #BeaconFinancialGroup

We connect with RIAs across the country on a daily basis, and there is a common theme in our conversations with them: they want to implement strategies that help their clients preserve their legacy. Immediate annuities might be the game-changer for high-net-worth clients looking to secure their legacy. Our SVP, Advanced Markets, Jack Elder discussed this with ThinkAdvisor's Allison Bell, noting that immediate annuities can provide a stable income stream, allowing other investments more room to grow without the pressure of supporting current living expenses. This approach not only safeguards the client’s financial future but also ensures a more robust legacy for generations to come. Check out the full article for more of his insight into how this strategy could redefine advisor's approach to legacy planning and asset growth.

We connect with RIAs across the country on a daily basis, and there is a common theme in our conversations with them: they want to implement strategies that help their clients preserve their legacy. Immediate annuities might be the game-changer for high-net-worth clients looking to secure their legacy. Our SVP, Advanced Markets, Jack Elder discussed this with ThinkAdvisor's Allison Bell, noting that immediate annuities can provide a stable income stream, allowing other investments more room to grow without the pressure of supporting current living expenses. This approach not only safeguards the client’s financial future but also ensures a more robust legacy for generations to come. Check out the full article for more of his insight into how this strategy could redefine advisor's approach to legacy planning and asset growth.

Dynamic drawdowns offer retirees the key to financial freedom https://lnkd.in/dXTqbq7z Kyle Hulett, FFA, FASSA, CFA, Sygnia Asset Management’s Co-Head of Investments Kyle Hulett, Sygnia’s Co-Head of Investments, introduces a groundbreaking approach to navigating market downturns while engaging in high-risk investments, redefining traditional strategies in the annuity market. (Also see the webinar taking place on this topic 11 April 2024 - details in article) The quest for the perfect balance of high returns and low risk is a perennial challenge for investors. Traditionally, the choice has been stark: opt for safer investments with lower returns or pursue higher yields through riskier assets, often requiring insurance or bank protection as a safeguard...

Certificates of Deposit (CDs) or annuities...which should your client choose? The answer is: It depends, as each client is different. If yours are exploring these vehicles for their investment strategy, it's important that you, as the financial professional, understand the differences and benefits of each to guide them towards what's right for their personal finance goals.

Certificates of Deposit (CDs) or annuities...which should your client choose? The answer is: It depends, as each client is different. If yours are exploring these vehicles for their investment strategy, it's important that you, as the financial professional, understand the differences and benefits of each to guide them towards what's right for their personal finance goals.

Risk is a key factor in financial planning but it’s also a variable that can change over time. Depending on your clients’ goals, different risk tolerance leads to different results. Use our risk assessment tool to show clients what could work for you and what annuities match your goals. https://lnkd.in/g_sMZgt

"Knowledge is power, especially in finance! Don't miss this opportunity to read an article authored by my colleague. Click on the link to access valuable information. 📊📚 In a world where financial planning and securing one’s future have become increasingly important, annuities have emerged as a valuable tool for people from all walks of life. It may surprise you to learn that some of history’s most illustrious figures, who have left an indelible mark on their respective fields, also chose to invest in annuities. Today, we will delve into the lives and financial wisdom of four celebrated figures whose names are synonymous with excellence in their own right. Find out who in the article link. https://lnkd.in/gNU4-T6H

Not all annuities are the same—there are many different types—and annuities may or may not be right for you at all. Your financial choices should be completely unique to you, your situation and your goals. Please set up a call with us here: https://bit.ly/3F9XYrl

Are you looking for long-term financial stability? Or maybe a personalized financial strategy? An Annuity may be your solution. Explore some of the benefits, and click the link below.