How Annuities Fit Into an Investment Portfolio

In this episode, we discuss the benefits of guaranteed income annuities as part of a diversified investment portfolio, especially during periods of market uncertainty. Our guests also explore what happens to benefits when those who own an annuity pass away, the advantages of annuities when compared to bond products, and their overall place in a goal-based retirement plan.

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services

Featuring:

Wade Pfau, PhD, CFA, RICP®, Professor of Practice, The American College of Financial Services

Philip E. Caminiti, RICP®, Vice President, Head of Third-Party Retail Annuity Distribution 

“Annuity Insights” is produced and owned by The American College of Financial College with generous support from New York Life Insurance Company (NLYIC). Accuracy of information is subject to change (taxes, legal, rates, etc.), but believed accurate as of the time of recording (January-April 2025).