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Top 5 Reasons Annuities Fit in Financial Planning

June 2021  |  38 minutes
Top 5 Reasons Annuities Fit in Financial Planning

Annuities protect income.

Despite their occasional misuse, and how they can be portrayed by the media, annuities are an important part of financial planning. And, when used correctly, they can even do more. Join us to find out how to:

  • Grow your assets and lifetime client value
  • Increase the probability of retirement success for your client
  • Complete a meaningful income strategy planning session in under 30 minutes
  • Mitigate one of the largest longevity risks in retirement
  • Show your client how to best use Social Security

We’ll make it easy to include annuities in your financial planning. Save your seat today.

Mike McGlothlin
About the Host

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.

Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.

As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.

Featured Speaker

Chad Eyrich is the LTC nerd. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He leads Ash's LTC sales team and travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.

Featured Speaker

Kegan Morris works with advisors and their clients to manage retirement risks and deliver solutions that give them peace of mind. His goal is to help advisors gain a deeper relationship with their clients, and make sure those clients don’t wake up in the middle of the night wondering what the next market correction could mean to their retirement.