Focus Session: Retirement

Wednesday, June 16
9 a.m. – 10 a.m.

Understanding the Value of Variable Annuities/Segregated Funds With Living Benefit Riders


John P. Huggard, J.D., CFP


As investors approach retirement, they are primarily concerned about two things: running out of money in retirement, and being caught in another bear market that could force them to delay or radically change their retirement plans. Variable annuities/segregated funds with living benefit riders are the only equity-based investment that overcomes both of these concerns. This session concentrates on helping financial advisors understand living benefit riders so they can help their clients prepare for a secure and worry-free retirement.

Appeal: US
Level: General