Check out my video for Trusts & Estates Magazine

Last week, I had the opportunity to shoot a quick video to promote the article I co-wrote with John Koehler from Transamerica.  We wrote an article called “A Reliable Income Stream” for the June issue of Trusts & Estates Magazine, and focused on how using annuities could be an effective way to provide reliable income in retirement.

Annuities have always been used as a retirement planning tool, but in the past 10 years or so, annuity companies have created unique products that allow the investor to invest in the market and “lock-in” the upside, with a guarantee that they will never lose their investment.  In other words, they get a guaranteed minimum income for life with a potential to increase their income if the market does well.  This works similar to a traditional pension plan and not only provides peace of mind for the investor, but also acts as a hedge against longevity, inflation risk, market fluctuations and uncertainty.

Check out the video!

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