CFA Charterholder Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA, joined us on June 14th to share how and why he’s adding annuities as an asset class in Smarter Investment Portfolios Include Annuities. Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful. One attendee said, “this was really fantastic, thank you!”
Joe Maas shares why he is educating clients and adding annuities to their portfolios
Joe delivered practice-shaping insights and calls to action regarding adding annuities as an asset class. He touched on a number of topics, including:
- How annuities fit into an overall portfolio and how they add more alpha
- How annuities can help meet specific goals-based planning objectives
- Better risk management including market, interest and longevity risks
There were also many actionable solutions offered by The Modernist Advisor including a series of steps advisors can take to achieve purposeful growth in the post-DOL world. One of the niches that was talked about extensively was retirement income planning for boomers that transcends investment strategies. The Modernist Advisor offered a complementary “Stress Test” that advisors could use to determine how Retirement Alpha could improve portfolio performance.