Judson Forner, director of investment marketing at Akron, Ohio-based ValMark Securities, adds, "Retirees tend to live within the means of their Social Security or pension income, and if a stable paycheck from an annuity can provide those boundaries, it can be an appropriate outside-the-box solution. However, if the allure of dipping into the contract value is too strong, then it should be avoided," he says.
Variable Annuities For Your Overspending Retiree Clients?
December 8, 2015
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