Annuities Supervisor (New Business) supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Being an Annuities Supervisor (New Business) is responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Additionally, Annuities Supervisor (New Business) requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Annuities Supervisor (New Business) supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be an Annuities Supervisor (New Business) typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Today’s longer life expectancy is certainly worth celebrating, but it can pose a challenge when it comes to retirement planning. With an increasing span of retirement years and the potential for unexpected expenses, it may seem difficult to save up enough money to meet all your needs. For some, the answer to this predicament is an annuity.
We help you to navigate annuities and choose the best option for working toward the financial security of your future.
When properly utilized, especially in combination with other financial investments like Social Security and pensions, annuities can be an excellent way to supplement a retiree’s income. However, the many types of annuities available and the complex nature of retirement investing means that trying to make sense of things without guidance could leave you open to making uninformed decisions that may not actually be to your benefit.
At Akram | Assurance, Advisory & Tax Firm, we help you to understand all of your financial options, including annuities, and can advise you into which types and plans are most likely to benefit you. We facilitate purchase and payout and help you keep tabs on the stages and development of your annuity, so you know your financial status at any given moment. We recommend annuities as part of a custom-built investment plan, allowing our clients the opportunity to grow their funds while maintaining the flexibility to deal with changing life circumstances.
Annuity types can vary in how you pay into them, how you receive money from them, and how the funds may be invested in the interim period. The most common types of annuities include:
This annuity falls somewhere between a fixed and a variable annuity. These annuities provide tax deferrals as well as principal protection, ensuring that the original deposit will not decrease if the index performs poorly. *
Fixed index annuities can offer greater opportunity for growth than a standard fixed annuity, but the principal protection provides less risk than a variable annuity. Spousal opportunities or beneficiary options may also be available, giving you the ability to financially protect your loved ones as well as yourself. For many working toward retirement, this balanced option provides a useful tool to supplement their income.
Our focus is on helping clients meet their financial goals and work toward the retirement they can look forward to. We use our years of experience to make informed recommendations, and steer clear of extravagant trades that pose a high risk to your hard-earned capital. Contact us today to
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