An annuity is an insurance product that helps turn assets into income. It's designed to help convert your client's savings into a stream of income, helping to make their financial plans during retirement more predictable.
An income benefit provides your clients with guaranteed, annual income for life when they add an income rider to their annuity contract. Take this course to learn how income riders work and if their features are something you should consider for your client.
Congress intended the SECURE Act to improve retirement security for Americans. By the end of this series, you will be able to explain the six key changes to the rules for saving for retirement and how your clients can potentially benefit from them.
For agent/producer use only. Not for use with the general public.
This information is provided by Nassau Life and Annuity Company for producer education purposes only. Nassau does not provide individual tax, financial or investment advice or act as a fiduciary in the sale or service of our insurance contracts. Producers are required to comply with state continuing education, annuity product training and other suitability requirements prior to making a recommendation. All annuity product recommendations and sales must be appropriate based on a comprehensive evaluation of the client's unique financial situation, insurance needs and financial objectives.