The Bucket Plan® On-Demand Series
4 Ways to Rethink Annuities in Your Clients’ Retirement Plan
September 21, 2021
What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.