Mark Cortazzo CFP®, CIMA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by InvestmentNews in “Annuities Selling at Record Level as Clients Look for Growth and Buffers.”

If someone is interested in an annuity for principal protection but doesn’t think the market is going to go down very significantly, they might consider a balanced portfolio, Cortazzo noted. But clients who are very close to retirement and have a primary goal of insuring their income might be better suited to annuities, he said.

Access the full article authored by Emile Hallez here.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.