Managing fiduciary advice and annuity usage for better retirement solutions

Adding protected lifetime income to an investment portfolio can improve the retirement security of many Americans. Providing fiduciary advisers with holistic tools and products can help them blend annuity- and investment-based income approaches more effectively. In this article, Milliman’s Michelle Richter explores the opportunities and challenges advisers face as the financial services industry moves toward supporting a fiduciary standard of advice in the annuity space.

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