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“Annuities” Hits Brick Wall; “Guaranteed” Works: Michael Finke

“Annuities” Hits Brick Wall; “Guaranteed” Works: Michael Finke

The American College of Financial Services
May 16, 2022

Words matter: that’s the conclusion from WMCP® Program Director Michael Finke when it comes to addressing annuities and guaranteed streams of retirement income. At a recent conference, Finke discussed why some advisors may be hesitant to use the word “annuity” and why “guaranteed” may be a better hook for clients.

Learn more in this piece from ThinkAdvisor.

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To continue providing value to your clients, you have to go well beyond the usual investment advice. Through the Wealth Management Certified Professional® (WMCP®) designation program, you can master behavioral finance and learn the advanced strategies needed to create efficient, individualized portfolios that are attuned to each of your client’s unique needs and values. Offer your clients more.

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