April 16 Lunch & Learn - Charleston - Planning Strategies for RIAs Using Advisory Annuities

  • Wednesday, April 16, 2025
  • 11:30 AM - 1:00 PM
  • Tavern and Table - Mt. Pleasant

Registration


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Planning Strategies for RIAs Using Advisory Annuities

Will you get on board before advisory annuities reach the tipping point and gain a possible competitive advantage? Join Pacific Life Advisory as we discuss what's driving the demand for annuities, the innovation that has taken place with these potentially valuable retirement savings vehicles, and all the ways Pacific Life is making it refreshingly easy to incorporate modern advisory annuities into your practice.

Do you understand the demand, need, and innovation of annuities within the advisory world? In this session, learn strategies that will assist clients of all ages:

  • Annuity Modernization
  • Hedging against Risk
  • Tax Management
  • Portfolio Diversification
  • Lifetime Income
  • Estate Planning

   Presented by Orian Williams of Pacific Life. 
   Bio






No cost to attend!  Guests welcome!

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FPA of South Carolina is a 501(c)6 non-profit organization. 

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