Great_West_Webinar

Fit for a Fiduciary: How annuities fit into a fiduciary’s practice

December 12, 2017 | 4:15pm ET / 1:15pm PT

PRESENTER:
Brett Ford
Vice President,
Divisional Sales Manager
Great-West Financial®
PRESENTER:
Lance Carlson
Vice President,
Divisional Sales Manager
Great-West Financial®
MODERATOR:
David Armstrong
Editor-in-Chief
WealthManagement.com

The Department of Labor (DOL) fiduciary rule has had a rippling affect across the industry. In addition to expanding the definition of a fiduciary, the fiduciary rule requires advisors to work in their clients' best interests. The fiduciary rule has left many advisors wondering where annuities fit into retirement plans. At the same time that the financial advice industry is facing new regulatory hurdles, our clients are also facing their own set of challenges. They need financial advice now more than ever as some may have to rely solely on their own personal savings to generate retirement income.

In this webinar, Lance Carlson and Brett Ford, both Vice Presidents, Divisional Head of Sales, will lead a discussion on why annuities are a fit for a fiduciary, specifically addressing:

• Taxation of annuities
• Investments available on variable annuity platforms
• Income guarantees of variable annuities
• Variable annuity flexibility
• Costs of variable annuities

Don't wait, register now! Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted this program for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
Live Event Only: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

Securities offered or distributed through GWFS Equities, Inc., Member FINRA/SIPC and a subsidiary of Great-West Life & Annuity Insurance Company.

Variable annuities and variable life insurance products are long-term investments and may not be suitable for all investors. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. Investments in these products are subject to fluctuating values of the underlying investment options, including the possible loss of principal.

There are fees and charges associated with variable annuities which include, but are not limited to mortality and expense risk charges, sales, surrender charges, administrative fees, charges for optional benefits as well as charges for the underlying investment options.

Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York do not offer or provide investment, fiduciary, financial, legal, or tax advice, or act in a fiduciary capacity, for any client unless explicitly described in writing. Please consult with your investment advisor, attorney and/or tax advisor as needed.

©2017 Great-West Life & Annuity Insurance Company. All rights reserved. AM303501-1117

Unless otherwise noted: NOT FDIC, NCUA/NCUSIF INSURED | NOT A DEPOSIT | NOT GUARANTEED BY ANY BANK OR CREDIT UNION | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | FUNDS MAY LOSE VALUE | NOT A CONDITION OF ANY BANKING OR CREDIT UNION ACTIVITY

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