ÜBER DIESE EPISODE
In this episode, we sit down with Kathryn Kinnanne, TBA's in-house annuity specialist, for a practical, straight-forward look at what's happening in the annuity world right now. Kathryn breaks down why fixed annuities are seeing some of the strongest rates in more than a decade, how rising and falling treasury rates shape the market, and why advisors are giving annuities a fresh look as part of their income planning strategies.
She also tackles common misconceptions, explains how carriers are adjusting their products for today's environment, and shares how longer life expectancies are changing the way clients think about guaranteed income. Kathryn takes us through the growing role of indexed annuities, the impact of new technology on the application process, and what she believes will separate successful advisors from those who get left behind.
Whether you're already working with annuities or you're looking for ways to better support clients preparing for retirement, Kathryn brings clear, actionable insights you can use right away.
Her biggest reminder? Stay tuned in to your clients' lives, pay attention to the cues they're giving you, and remember — you don't have to know everything, just know who to call. TBA is here to help.
