Quote:
Originally Posted by Bobcuse
I am now in my early 70's and do not want to risk my money anymore in the market. I am looking for an experienced financial consultant/advisor who would review a proposal I have for a combination of fixed annuities (including some with hybrid features) which looks like what I would want to provide security and income without huge fees and severely restricting surrender charges. Obviously I would pay a consultation fee but I need an expert opinion other than the financial advisor who is recommending this plan to help me thoroughly understand the pros and cons of this package. If anyone knows a good person who could do this I would appreciate some names. Thank you.
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This maybe of interest. The author does research so searching his work may help.
Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios by Larry R. Frank, John B. Mitchell, Wade D. Pfau :: SSRN
Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios