Using Annuities as a Fixed Income Allocation (CFP® CE)

Tuesday, Feb 6, 2024 at 2:00 PM ET

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With traditionally “safe” investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement. In this webinar, we will demonstrate the impact of interest rate risk on today’s retirement portfolios and walk through strategies to generate safe income in a retirement portfolio.

Join this session to learn how incorporating annuities into a financial plan can address risk and provide a reliable income stream for retirees.

Learning Objectives:

  1. The historical context for today’s fixed income yields and what to expect moving forward.
  2. How interest rates impact retirement plans, looking at a range of income scenarios.
  3. New income comparison and modeling tools that demonstrate the income-generating potential of fixed-income and low-cost annuities using current market return assumptions.

*This webinar is eligible for 1 CFP® CE credit. Attendance for the entire live event is required for credit.


Jonathan Barth

Regional VP, Member Success

DPL Financial Partners

Andrew Ladwig

Director of Business Development