September 11 - 12, 2020 | Philadelphia

Workshop Details

Fri., Sep. 27, 4:15 PM - 5:00 PM EDT

Understanding How Different Types of Annuities Work

Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace and understanding how they work can be complex. This presentation seeks to provide a better understanding about different types of annuities, including income annuities such as single-premium immediate annuities, deferred variable annuities, and fixed index annuities. For the latter two, we will focus on how they provide exposure to market upside and on how optional guaranteed lifetime withdrawal benefit riders can support lifetime spending.

speaker photo ANNUITIES
Wade Pfau

Professor of Retirement Income

The American College of Financial Services

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