Part one of this three-part web-exclusive series outlines the important role that annuities can play in a client’s retirement portfolio. Part two evaluates annuity rates in the current low-interest rate environment, and part three explores alternative retirement income products. Learn about term certain annuities in a video featuring Peter Wouters, director of tax and estate planning, Empire Life Investments Inc.
November 27, 2013A new generation of products caters to clients who want guaranteed income, with some upside potential
Although low interest rates have punished annuity payouts, there are advantages in buying annuities now
They may not be exciting, but annuities can play an important role in retirement – especially for clients who are worried about outliving their money
Peter Wouters, director of tax and estate planning, Wealth, Empire Life Investments Inc., discusses how term certain annuities work and how they differ from life annuities. He runs through specific examples where term certain annuities would make a powerful contribution to client portfolios. Wouters spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.
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