The role of fixed income in most portfolios is to serve as ballast; a counterweight to the inherent volatility of equities. However, there may be assets that are better suited
Event Details
The role of fixed income in most portfolios is to serve as ballast; a counterweight to the inherent volatility of equities. However, there may be assets that are better suited to not just providing portfolio that ballast, but other important goals that all portfolios must eventually serve.
John Rafferty of Rafferty Annuity Framing will present a simple idea to help frame the many roles that a fixed indexed annuity with an income rider can perform for your clients, no matter what the future holds.
