Sep 27, 2012 ---
To meet increasing Boomer
demand for retirement income, TD Ameritrade is offering fixed and variable
annuities from a range of insurance carriers.
The firm has introduced a list
of non-proprietary fixed, variable and deferred-income annuities sold through
third parties as low-cost investment alternatives, said Matt Judge, director,
wealth management, TD Ameritrade Institutional. “TD Ameritrade also offers advisers
access to a team of non-commissioned annuity specialists,” Judge said. “These
licensed insurance professionals serve as agents of record, and support the
sales and administrative functions for the adviser.”
The program includes:
to tax-deferred products that offer optional lifetime income and inflation
competitively priced offering that may enable clients to transfer existing
annuity contracts into potentially lower-cost options via tax-free 1035
to third-party annuity products from insurance carriers;
- Non-proprietary TD Ameritrade investment products;
non-commissioned team of licensed annuity specialists to support application
and sales ; and
tools from Morningstar to illustrate potential cost savings.
More information is available
by calling the TD Ameritrade Annuity Desk at 866-451-1258.