Annuities: A steady income? – Podcast

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Research has shown that annuities provide both a psychic and financial benefit. In a survey of retirees, 73% of those who owned an annuity said they felt more confident about their retirement than those who did not.
Additionally, nearly 7 in 10 annuity owners tend to feel more confident that they will be able to afford their preferred retirement lifestyles, even if they live past age 90 or older compared with 57% of retirees who don’t own an annuity.
In a recent Secure Retirement Institute® (SRITM) study, only 1 in 4 consumers could correctly answer at least 7 out of 10 annuity-related questions. In addition, more than 40% answered “not sure” to each of the 10 questions.
In that same survey, twice as many annuity owners viewed the products positively, compared to non-owners (83% to 41%).
In this 5-part video podcast series, I’m sharing my insights on annuities and how they can be used as part of an overall wealth management strategy in retirement.
Annuities can be a great financial tool to help ensure that you have a steady stream of income from your portfolio when you retire. But, they aren’t for everyone.
Click image below to watch Annuities - Part 3.
https://www.youtube.com/watch?v=oHdMry_Xo7A
Keep watching as the entire five-part series is now available on our YouTube Channel.
As always, I am simply a phone call away, 843-735-5065, should you need to discuss your retirement planning needs. We can have this meeting at our office, over the phone, or online, whichever works best for you.
Best Regards,
Rick Durkee
President & Founder
Coastal Financial Planning Group
Phone: (843) 735-5065
www.cfpgroup.biz

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You can watch Part 3 of this 5 part series by following the link below, or you can watch all 5 parts on our YouTube channel, on your time when it is convenient for you.
https://www.youtube.com/watch?v=oHdMry_Xo7A&feature=youtu.be

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