Section
Annuities
3 posts
Could annuities help clients live longer?
Wealth Strategist Ben Rizzuto discusses findings from a recent research paper that raises an intriguing possibility: In addition to insuring against longevity risk, annuities may actually help support longevity itself.
Closing the Gap: Why Indexed Annuities Belong in the Retirement Conversation
The math of retirement has never been more unforgiving. Longer lifespans, compounding healthcare costs, and persistent market volatility…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Income You Were Never Shown
There is a word in retirement planning that does the work of concealment while appearing to do the…