Do Variable Annuities Belong in a Retirement Plan?

Faculty Member Michael Finke Landscape Photo
BenefitsPro
November 23, 2020

In resolving the puzzle of retirement income for many older Americans, some experts and advisors are examining the potential benefits and drawbacks associated with guaranteed-income products. While many of these products have high upside potential, they also hold elements of risk that must be carefully managed.

WMCP® program director Michael Finke looks at these guaranteed-income products and where they fit into retirement planning in this piece from BenefitsPro.

Invest in your career with a professional designation.

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.

Learn More