RIA Resources

Dr. Michael Finke and Dr. Wade D. Pfau offer a fresh look at inflation and how adding protected lifetime income can help manage inflation risk.

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Game-changing research from AllianceBernstein shows how a Fixed Index Annuity-enhanced portfolio can outperform a classic 60/40 portfolio based on different hypothetical scenarios.

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Retirement income experts Dr. Michael Finke and Dr. Wade D. Pfau explore the strategic use of annuities in retirement income portfolio construction.

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Debunk common retirement myths and help clients understand the role protected lifetime income can play

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Help clients keep market downturns in perspective and stay focused on the long term.

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Introduce clients to the powerful benefits of Power Index Advisory^® Index Annuity.

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Help clients consider when to start taking Social Security and raise awareness about integrating Social Security benefits with other sources of income.

• Client education brochure
• Client presentation

Set the stage for deep and effective discussions with your clients and help shift the focus from saving for retirement to generating protected lifetime income.

• Visualize retirement workbook
• Income planning worksheet

Work with your clients to take a fresh look at their retirement savings and investment strategies to help make sure they’re being tax savvy.

• Client brochure
• Understanding the power of tax deferral flyer