Where Annuities Fit In The Puzzle

Theodore Saade’s secret to sleeping well at night during a down market? Annuities!

He suggests annuities make up no more than 20% of a household’s liquid net worth, sharing with Ben Mattlin that the income, “acts as a hedge against the forced selling of parts of a portfolio at depressed values to fund living expenses.”

Read the Financial Advisor Magazine article and learn the importance of annuities here: https://www.fa-mag.com/news/where-annuities-fit-in-the-puzzle-73345.html

Third Party Site

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Dated Material

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.