Competitive Fee-Based Index Annuity Solutions

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Competitive Fee-Based Index Annuity Solutions

Tuesday, January 28th – 11.00 AM to 11.30 AM PST

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Join Us for Our Next CPS Annuity Webinar!

We’re excited to announce our upcoming CPS Annuity webinar, where we’ll be joined by special guest speaker Dan Kozlowski from MassMutual Ascend. During this session, we’ll explore their highly competitive Fee-Based Index Annuity Solutions, a fantastic opportunity to help clients gain market exposure with zero risk to principal.

These solutions are an excellent fit for Registered Investment Advisors, offering several key benefits, including:

  1. No surrender charges
  2. The ability to pull fees directly from the annuity, enhancing the client experience and streamlining the product’s integration into your practice.

Don’t miss this opportunity to learn about innovative annuity solutions that can offer significant value to your clients while improving your practice!

Questions? Contact the CPS Annuities Team at (949) 863-0700 Option 2.