Episode 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools

In this episode, we discuss how you can obtain lifetime income from a fixed-index annuity without annuitizing your contract, and how they are also comparable to more income dedicated options. We also discuss one of the most popular and fastest growing annuities out there- the Registered Index Linked Annuity (RILAs). We detail how RILAs are structured and how you can create more market-driven structured returns in their implementation. In conclusion, we detail why the tax characteristics of certain annuities enable you to utilize them as asset accumulation tools in addition to their insurance component. Listen now to learn more! 

 

Links

Click here to watch this video on YouTube: https://youtu.be/-_CXr4tUMoI?si=qG3WYefOHdAZyH2f

Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors 

 

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips.


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