Learn how to get predictable and continuous income for you and your spouse in retirement that can carry over to the next generation or a special needs trust. Join Carrie Waters Schmidt, MS, CFP®, CDFA®*, AWMA®, ADPA®, CSRIC™ and Terri Buechner to discuss the various ways an annuity living benefit rider can provide a predictable income stream, but can also offer guarantees backed by the integrity and strength of an insurance company that make it so the income can’t be outlived, has a guaranteed minimum level of investment growth, and/or offers a guaranteed minimum accumulation value over time.
Guarantees are based on the claims paying ability of the issuer. Annuity riders are available at an additional cost.
*Carrie Waters Schmidt does not practice Divorce Financial Planning with Lincoln Financial Advisors.
Date and Time
Thu, Mar 16, 2023
12:00p - 1:00p CST