Webinar: Fee-Based Annuities for Financial Planners and RIAs
Matt Gozdecki
9/4/2024 · 1 min read
Imagine getting a fact sheet on a fixed-income fund with the following profile: -0% expense ratio -The fund had never had a down year -The fund had trailing returns of 7.5% over the last 3 years, 9% over the last 5 years, and 7.7% over the last decade
Here’s the catch - it’s not a fixed income fund at all, but rather a Fee-Based or Advisory Fixed Indexed Annuity (FIA). BackNine Insurance is proud to offer fee-based annuity solutions, and in this session, you’ll learn about why this is one of the fastest growing segments of the annuity world and how fee-based annuities from Corebridge Financial can help financial planners and RIAs strengthen their business while strengthening their clients’ portfolios.
This session covers the following key ideas:
- Why now is the right time to incorporate FIAs into your business
- What is a fee-based FIA?
- How does a fee-based FIA integrate int your practice