New Annuity Solutions Empower RIAs with Transparency and Income Stability

New annuity solutions are transforming the traditional perception of the annuity marketplace by offering greater transparency and alignment with fiduciary standards. RIAs (Registered Investment Advisors) now have tools and partnerships that enable them to incorporate annuities into client retirement portfolios confidently, even without specialized insurance expertise.

These solutions help in managing legacy variable annuities, providing guaranteed income, and supporting wealth preservation strategies, enhancing client outcomes through improved income stability and control. This shift enables advisors to integrate insurance products into retirement plans effectively, aligning with regulatory and fiduciary compliance requirements, and responding to the increasing demand for transparent financial products in the retirement planning space.