Guaranteed income education focuses on how predictable income sources may support basic expenses during retirement, and what tradeoffs each one carries.
We explain Social Security, pensions, annuities, income-floor concepts, inflation considerations, liquidity, fees, and surrender terms in straightforward language. Annuities may be considered as a source of guaranteed income and, in appropriate circumstances, as part of the bond-like or stability allocation of a portfolio. Whether that fits depends on the rest of your plan.
After a session on annuities and retirement income, participants should understand how annuities work and how to differentiate a good one from a bad one.
