Where annuities fit in a fiduciary adviser’s practice

Wed, May 16 | 4:00pm-5:00pm ET

 

The uncertain status of the Department of Labor’s fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning. At the same time, clients are facing the challenge of ensuring that they have adequate retirement income. If their savings alone can’t provide a solution, where do they turn?

In this exclusive webcast, two annuity experts from Great-West Financial® will discuss how annuities can help meet the challenge of securing retirement income while fitting into a fiduciary adviser’s practice, regardless of how regulations may change.

Specifically, they will cover:
  • Income guarantees of variable annuities
  • Variable annuity flexibility
  • Costs
  • Investment choices in variable annuity platforms
  • Taxation

Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.


 
Panelists
 
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Lance Carlson
Head of Sales Distribution
Great-West Financial
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Brett Ford
Head of National Sales
Great-West Financial


Moderator
                                                                                                                      
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Evan Cooper
Executive Editor
InvestmentNews Content Strategy Studio



Any guarantees are subject to the terms and conditions of the contract and the claims-paying ability of the insurer.

Securities offered or distributed through GWFS Equities, Inc., Member FINRA/SIPC and a subsidiary of Great-West Life & Annuity Insurance Company.

Variable annuities are long-term investments and may not be suitable for all investors. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. Investments in these products are subject to fluctuating values of the underlying investment options, including the possible loss of principal.

There are fees and charges associated with variable annuities which include, but are not limited to mortality and expense risk charges, sales, surrender charges, administrative fees, charges for optional benefits as well as charges for the underlying investment options. The guaranteed retirement income benefit is provided through an optional rider for an additional fee.

Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York do not offer or provide investment, fiduciary, financial, legal or tax advice or act in a fiduciary capacity for any client unless explicitly described in writing. Please consult an investment advisor, attorney and/or tax advisor as needed.

Great-West Financial®, Empower Retirement and Great-West InvestmentsTM are the marketing names of Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY; and their subsidiaries and affiliates, including registered investment advisers Advised Assets Group, LLC and Great-West Capital Management, LLC.

©2018 Great-West Life & Annuity Insurance Company. All rights reserved.

Unless otherwise noted: NOT FDIC, NCUA/NCUSIF INSURED | NOT A DEPOSIT | NOT GUARANTEED BY ANY BANK OR CREDIT UNION | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | FUNDS MAY LOSE VALUE | NOT A CONDITION OF ANY BANKING OR CREDIT UNION ACTIVITY



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