Stay at your workstation and experience a virtual briefing on the economic developments in the United States and Michigan!
Presentation:
Understanding Today's Annuity Market
Speaker:
Derek Archey, President of Comprehensive Planning, Inc.
Date/Time:
Tuesday, February 13th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE!
About the Presentation: This will be a broad overview of one of the fastest growing financial marketplaces of the last two years. We will discuss the current trends, products, and how clients may benefit from utilizing these solutions in their financial plans.
Learning Objectives:
- What risks in the planning process are addressed by annuity products?
- What are the major types of annuities?
- What are Guaranteed Minimum Withdrawal Benefit riders and when are they appropriate.
- What is the regulatory environment and who can offer annuities?
- Which clients may benefit from annuity solutions?
About the Speaker: Derek Archey is President of Comprehensive Planning, Inc., an insurance Brokerage General Agency in Troy, Michigan. Derek is a Rutgers University graduate who started his career in 1996 with Bloomberg LP in New York City. While at Bloomberg, He worked with professionals at all levels of the financial services industry. In 1999, He joined Comprehensive Planning and began working to provide insurance solutions to financial advisors and their clients. Derek is a past President of the Detroit Chapter of the National Association of Insurance and Financial Advisors and serves on the LIBRA Insurance Partners Board of Managers. He holds ALMI and AALU designations and is a Certified Financial Planner (CFP®).
