Annuities and Unmarried Couples: The Right Planning Can Avoid Headaches

March 31, 2021
Annuities and Unmarried Couples

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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Sales Director Insights