Annuities and Unmarried Couples: The Right Planning Can Avoid Headaches

“If an advisor is working with an unmarried couple early in the annuity purchasing stage, it is in good practice and your client’s best interest to help the named beneficiary understand the limited death benefit payment and distribution options available, if the couple decides to go this route.” John Williams, regional sales director, Individual Annuities at The Standard, writes in InsuranceNewsNet about how advisors can better communicate annuity considerations to unmarried couples to help them understand annuities’ benefits, along with their beneficiary rules.

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