Annuities and Unmarried Couples: The Right Planning Can Avoid Headaches

March 31, 2021

By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, InsuranceNewsNet.

For an unmarried couple, designating a beneficiary who isn’t a spouse can be complicated. Advisors can approach a conversation with an unmarried couple by selling to each individual. Help clients understand the challenges and find the right annuity fit.

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