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How Annuities Can Fit Into a Fiduciary's Planning Process (PDF)
Broadridge Fi360 SolutionsLink to more items from this source
Mar. 22, 2021

25 presentation slides. Topics: [1] The current state of annuity product types; [2] State of the market of DC annuities -- from a regulatory and operational perspective; [3] Products available and in development, Methods for evaluating annuities; [4] Determining when to include annuities in plan; [5] Placing plan annuities in context of broader financial planning; and [6] Predictions on how the institutional annuity space may evolve.

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