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Policy Matters

Second Quarter 2020

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

Views or opinions based on faulty thinking or understanding often get in the way of informed, solid decision-making and accurate understanding of social norms.

You probably encounter myths and misunderstandings when discussing retirement planning and annuities with your clients (or you may have these misconceptions yourself). Since June is National Annuity Awareness Month, this is the ideal time to address annuity misconceptions with evidence that reveals the reality and advantages of these solutions.

For more information about annuities, visit the Advisor Tools page on LLIS.com.

Jerry Skapyak is LLIS’s annuity SME. Nothing makes him happier than talking annuities; except maybe winning a cornhole tournament on a Tampa Bay area beach.

SOLUTIONS AVAILABLE THROUGH LLIS

Term Life Insurance | Low-Load Universal Life (Individual & Survivorship) | No Lapse Guaranteed Univeral Life (Individual & Survivorship) | Long Term Care Insurance | Disability Insurance | Critical Care Insurance | Low-Load Variable Annuity | Immediate and Fixed Annuities | Low-Load Variable Universal Life | Hybrid Life/LTCi | Hybrid Annuity/LTCi

(We recommend low-load permanent life insurance and annuities when possible)

(Not all policy types available in all states)

For a list of current providers, visit the Advisor Tools section of our website and click on "Insurance Companies We Work With".

NAPFA ACP Garrett Planning Network NAPFA XYPN