Episode #243: Return of the Split Annuity


 

Over the past decade, the US economy has shifted and interest rates have steadily decreased. Popular financially conservative products like the multi-year guaranteed annuity (MYGA) and the single premium immediate annuity (SPIA) have been shelved during this low-interest-rate environment. However, as the economy starts to shift back towards higher interest rates, what does that mean for the future of these products?

In this episode of Money Script Monday, Sal unpacks how two products that have been on the sidelines for years can now be utilized in tandem by ultra-conservative clients.

Resources Provided for This Episode


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About Sal Mendoza

Sal Mendoza is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.

Disclaimer

This information is meant for educational purposes only.



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