The rules around Roth conversions may seem complex, but they don’t have to be. During a recent NAFA (National Association for Fixed Annuities) webinar, Athene's Vice President of Advanced Markets Sales Jay Kautt, JD explained the backdoor #RothIRA strategy and rules #financial professionals should know about before discussing Roth conversions with clients. Read more to learn which clients may want to consider converting money from a traditional individual #retirement account to a Roth IRA and why. https://ow.ly/aYTz50Zokcg
Athene for Producers
Financial Services
West Des Moines, Iowa 4,543 followers
A market leader providing individual and institutional retirement savings solutions that help your clients retire better
About us
At Athene, we create savings and income solutions that help people retire remarkably. We’re driven to help the growing number of people nearing retirement live the dream they’ve nurtured for years. As a market leader, we’re set apart by our expertise, discipline, focus and commitment. Through its subsidiaries, Athene offers: • Retail fixed, fixed indexed and registered index-linked annuities • Fixed annuity reinsurance for third-party providers • Institutional products, such as funding agreements and pension group annuity solutions Let’s work together to make retirement remarkable. View our employment opportunities at Athene.com/careers. Learn how to become an Athene financial professional at athene.com/contact. -- https://www.athene.com/social -- This page represents companies owned by Athene Holding Ltd. (West Des Moines, Iowa) using the Athene name including Athene Annuity & Life Assurance Company (West Des Moines, IA), Athene Annuity and Life Company (West Des Moines, IA), Athene Annuity & Life Assurance Company of New York (Pearl River, NY), Athene Securities, LLC (West Des Moines, IA) and Athene Life Re Ltd. (Hamilton, Bermuda). ©2022 Athene. All rights reserved.
- Website
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http://www.athene.com
External link for Athene for Producers
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- West Des Moines, Iowa
- Specialties
- Fixed Indexed Annuities, Multi-Year Guaranteed Annuities, and Single Premium Immediate
Updates
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Clients don’t need to focus on how long they’ll live. You can help them plan for income that lasts. Learn how reframing #longevity can help support better retirement planning conversations. https://ow.ly/uAoZ50ZoV9T
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Should your clients file for #SocialSecurity as soon as they’re eligible or wait? There’s no one-size-fits-all answer. Here are 3 considerations to help guide future retirement planning conversations. https://ow.ly/qTHQ50Zojsc
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Many Gen X clients have spent years focused on building their savings. As more of them approach retirement, income planning can become increasingly important. Help those clients understand the ways fixed indexed #annuities may help provide a retirement “paycheck.” https://ow.ly/JSme50ZoxUj
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Retirement today tends to be longer and more expensive than ever before. Are your clients’ income strategies built for what’s ahead? Here are 3 factors that can help guide your next #retirement conversation. https://ow.ly/1z5250ZnNnH
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When your clients ask when to file for #SocialSecurity, the answer depends on more than age alone. Share these 3 practical considerations that can help them make a more informed decision about claiming their benefits. https://ow.ly/YOha50ZnkUh
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By 2030, more Americans will be 65 or older than at any point in history. Is your clients’ #retirement strategy ready? Discover 3 factors to help assess retirement readiness and guide a more confident #financial planning conversation. https://ow.ly/nZq250Zm49M
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What would it mean for your practice if your registered index-linked #annuity (RILA) conversations got simpler? Not watered down, but clearer. Easier to navigate. Easier to discuss in the context of clients’ goals. That’s the idea behind Athene Amplify® 3.0. Find resources to help facilitate simpler RILA discussions. Get the tools: https://lnkd.in/gn7z9iUz
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Our research with Michael Finke, Ph.D., examines 3 considerations when evaluating #annuities with guaranteed lifetime withdrawal benefits and bonds for #retirement income. Download our newest white paper, Maximize Retirement Lifestyle Income with Less Capital, and see how upfront costs and outcomes stack up. https://lnkd.in/gX82Pyrc
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Keep a pulse on trending industry topics and conversations with our monthly #webinar series. Tune in live or on-demand. https://ow.ly/pz9w50ZjpG0
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