The last decade of low interest rates has led investors down potentially risky paths in the search for coveted retirement income. Annuities, which historically entailed high commissions and were looked down upon by fee-only advisers, have seen a resurgence in recent years as they have removed fees and possibly provide that oft-searched for retirement income. Leslie Lipscomb, senior vice president at Financial Independence Group, joins Mary Beth to discuss this new age of annuities.
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Related Article: Fidelity rolls out product allowing 401(k) participants to buy annuities
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Guest Bio:
Leslie Lipscomb joined Financial Independence Group in 2006 as a sales consultant in the annuity division. During her 10 years as a consultant, Leslie was recognized as one of the most successful insurance sales consultants in the country.
In 2017, Leslie was promoted to senior vice president and currently leads a private client group that supports independent financial professionals across the country. Leslie’s private client group focuses heavily on comprehensive and holistic planning using life insurance, annuity and long-term care products. In an ever-changing industry, Leslie plays a vital role in helping her agents build a business and marketing plan unique to each individual practice. Once a plan has been developed Leslie and her team take a hands-on approach to ensure the plan is fully implemented.