Annuities as an Asset Class for Fee-Based Advisors l 5 © Envestnet 2022
What's Inside
07 Fundamental Logic of Annuities with Lifetime Income
12 Overview of Annuity Types
14 Annuities for Accumulation
15 Key Types of Income Annuities – SPIAs and DIAs
23 Deferred Annuities with Lifetime Income Benefits
34 Fitting Annuities into a Retirement Plan
49 Implementing an Action Plan
