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Buying an annuity can be overwhelming, especially when having to decipher lots of misinformation. As news outlets and media try to persuade your clients with terms such as “best” or “top,” they need to understand that annuity interest rates and features are constantly evolving. According to LIMRA, sales have increased and will continue to rise, especially for retirees or those approaching retirement looking for alternatives to bonds and other income investments.
Insurance companies structure annuities to be profitable but also structure products to bring benefits to your clients. Mistakes are costly, but they can also be avoided if clients can bypass the most common ones, which will help them have a better buying experience. The process of purchasing an annuity includes a financial advisor that isn’t captive to a particular insurance company, broker-dealer, bank, or other institution with access to a limited number of products. Also, working with an advisor who takes the time to explain all the pros and cons of the annuity they choose is as important.
Join this webinar to understand the options to help your clients find the right annuity without having to fall victim to sales and marketing tactics.
Learning Objectives:
- Name common mistakes including myths and misinformation with annuities
- Determine how to search for annuities while avoiding sales jargon
- State how to properly read an illustration and what to look for with “back-testing”
- Define contract structure, ownership options, and other pitfalls
- List how to reduce (or eliminate) Social Security tax, Medicare Part B premiums, and other taxes in retirement
- Summarize how to help clients lower fees, increase performance, and have a greater overall value
Carlos Dias Jr.
Dias Wealth
Founder and CEO
[email protected]
(407) 801-2244
Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.
Carlos is known for his fiduciary approach, ensuring that all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.
Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.
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