Annuities as an Asset Class for Fee Based Advisors
RIAs usually emphasize investment-centric approaches that rely on earning the risk premium from the stock market as the most effective way to support a retired client's financial goals.
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There are competing viable approaches for building a retirement income strategy. Traditionally, Registered Investment Advisors have tended to emphasize investment-centric appraoches that rely on earning the risk premium from the stock market as the most effective way to support a retired client's financial goals. With this retirement strategy, stocks are expected to outperform bonds over sufficiently long periods, and this investment outperformance will provide retirees with the opportunity to fund a higher lifestyle. Should decent market returns materialize and sufficiently outpace inflation, investment solutions can be sustained indefinetely to support retirement goals. Read more in our whitepaper.