Webinar: Fee-Based Annuities for Financial Planners and RIAs

Matt Gozdecki

9/4/2024 · 1 min read

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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:

  1. Why now is the right time to incorporate FIAs into your business
  2. What is a fee-based FIA?
  3. How does a fee-based FIA integrate int your practice