The DAI Annuity Center: IMPORTANT NOTICE – North American Annuity Product Changes

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Asset repositioning in a time of low interest rates

With interest rates at historically low levels, certain types of fixed interest rate financial assets may prove to be inefficient conduits for the transfer of wealth to heirs. These fixed assets include CDs, money markets, corporate bond funds and U.S. government securities. Yields on these investment instruments have declined dramatically, thus leading to shrinking levels … Continue reading

A Combo Plan for Boomers

Your baby boomer clients and prospects have a lot on their minds. They’re concerned about having enough money to live on in retirement, rising medical and long-term care costs, and providing for the people they love. For many, the number one priority is having a guaranteed lifetime income stream to ensure that they do not … Continue reading