How to Use Registered Index Linked Annuities to Combat Risk in Retirement Portfolios

When it comes to retirement planning, how your clients build and protect their retirement income is one of the most important choices they will make. While investing for retirement may be a complex process, it doesn't have to be overwhelming. What retirement planning strategies can people use to help them achieve a fulfilling retirement?

In this episode, DPL Consultant Scott Spurlock talks with Hobby Barndollar, Investment Advisor and CEO at PurePath Wealth Management. Hobby specializes in tax planning, income planning, Social Security planning, and IRA/401(k) distribution. He focuses on providing diversified strategies and holistic financial planning through simple and easy-to-understand methods.

Hobby talks with Scott about how he builds retirement portfolios using Registered Index-Linked Annuities (RILAs) and other commission-free solutions, the advantages of using these strategies in the RIA channel, and how these strategies can help firms keep clients invested, mitigate sequence of return risk, and provide guaranteed income.

Key Takeaways

[01:20] - An overview of Hobby's professional and personal background.

[02:24] - The type of annuity Hobby deems the most beneficial.