I have spent my career looking for new ways for retirees to create income — particularly safe, lifetime income — and at the same time meet their objectives for legacy, inflation protection, liquidity and risk management.
I think about results, not specific products, so although annuity payments have been at the core of my research and approach, I have incorporated other types of income sources into my Go2Income planning method, too. The latest is called a fixed index annuity (FIA), which has become a trillion-dollar industry because it protects your investment during bad markets while getting higher returns than fixed-income portfolios in most scenarios.
