Income riders: I think there needs to be a book on this! With so many different options, bells and whistles, it’s hard to know which rider will be the right fit for your client. To make matters more complicated, most of these riders vary by state. The best way to get a good fit is to call me and let me narrow down the choices.
I will need to know:
- The client’s age
- Their gender
- How much money to fund
- What type of funds
- Is this on a single or joint life?
- When do they need to start the income?
- Do they need a long-term care type doubler?
- What state is this for?
No one income rider works for all! So save yourself some stress and call me for help at 1–800–274–2844! I’m here for you.
—Sharon McCauley, Annuity Specialist, Wealth Watch Partners