Sentences with phrase «convert annuity assets»

This popular knee - jerk comment is a good marketing strategy if you are trying to convert annuity assets to a fee - based platform and is an easy response for advisers not interested recommending specific annuity types in lieu of their master of the universe market growth strategies.

Not exact matches

Those who are just retired are not affected if they have chosen annuities as opposed to self - managed withdrawals as the means of converting their accumulated assets into retirement income.
Effectively providing this type of protection means losing control of the assets you convert to an annuity.
Those looking to convert risky assets into predictable income streams by purchasing bonds or annuities may be disappointed to learn how relatively little income they can acquire with a given level of wealth.
Well, when you invest a portion of your savings in an immediate annuity, you are converting assets into monthly income guaranteed to last as long as you live.
Whereas, a life insurance contract is an asset that is designed (at least traditionally) to provide a death benefit to one's estate, an annuity is centered around converting a lump sum payment (or series of payments) into a stream of income for a fixed period (usually for life).
Protective offers immediate annuity options that enable you to convert assets into an immediate and steady stream of income.
A deferred annuity can help you to accumulate assets more tax efficiently and, when the time is right, convert them into income you can't outlive.
With a LifeSource Plus ® single premium immediate annuity, you can convert a portion of your assets into a steady stream of income for a lifetime.
Whereas, a life insurance contract is an asset that is designed (at least traditionally) to provide a death benefit to one's estate, an annuity is centered around converting a lump sum payment (or series of payments) into a stream of income for a fixed period (usually for life).
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