As noted earlier in this program, the answer to that question depends on the client's circumstances, risk tolerance, and time horizons. Typically, annuities are funded with after-tax dollars, but that money can come from practically any source:
- Someone with a bank CD or money market account that no longer generates competitive yields.
- Someone who has money to invest from an inheritance, pension plan distribution or the sale of a home or business.
- Someone who has more money available now that his or her children are grown.
These are all situations in which a flexible annuity can to turn a client's money into a steady stream of income the person and his or her family can count on for the rest of their lifetimes.
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