Modern annuities are becoming more popular as supplements or alternatives to traditional fixed-income solutions like bonds and CDs due to their higher yield in a high-interest rate environment. As thousands of baby boomers retire every day, financial advisors are looking at annuities as a great strategy to de-risk portfolios, ensure reliable income streams, address the challenges of longevity risk, and provide lifelong benefits before and after retirement.

In this episode, DPL's Regional Vice President of Member Success, Kameron McRay, and Consultant, Logan Cheatham, discuss how financial advisors can utilize annuities more effectively in 2025. They discuss why commission-free annuities are gaining traction as a supplement or alternative to traditional fixed-income solutions, how to de-risk portfolios effectively, and the annuity products that generate efficient retirement income.