Tad Fifter, National Sales Executive, Lincoln Financial Group met with Julie Cooling, Founder & CEO, RIA Channel to discuss the key benefits of annuities and how advisors can integrate them into their practice.
Annuities offer a number of benefits and can be leveraged by advisors to help grow client assets and ensure their clients’ have lifetime retirement income for themselves and for their families. The products are also a tax deferred solution, which allow earnings to be reinvested and ultimately grow the portfolio. Historically, commissions and long surrender charges have made annuities difficult to access at scale within the RIA community.
Lincoln Financial was of the first annuities providers to develop and launch an annuities suite of products with the RIA in mind. Lincoln’s full portfolio of RIA-Class Annuities delivers cost-efficient, commission-free products designed to help advisors incorporate annuities at scale and differentiate their practice. Additionally, advisors have access to Lincoln’s robust set of resources including, dedicated RIA consultants, seamless account creation, CRM connection, and integrations with portfolio management platforms.
To learn more: Lincoln Financial Group Lincoln Investment Solutions – RIA
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