Understanding How Lifetime Withdrawal Benefits Work

In this episode, we examine the fundamental math behind how annuities work — specifically focusing on their lifetime withdrawal benefits and the best ways to maximize their potential. The discussion also covers connections of annuities with insurance, working with wholesalers to develop future plans, liability potential, and more.

Presented By:

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

Featuring:

Matt Williams, Vice President & Head of Annuity Product Development, New York Life Insurance Company

Branislav Nikolic, Managing Director & Head of Insurance, The Index Standard