Leading advisor and Court of the Table MDRT member David Wilcox offers his thoughts on annuities.
Why an indexed annuity?
“While lots of financial advisors understand the basics of indexed annuities, they’re often lacking in one key area: How to market them,” Wilcox says. “Indexed annuities are often perceived as complex, expensive investments. Unfortunately, they’ve gotten this reputation by the very people who’ve never really understood how they can help others.