Join us for an informative session on how to design retirement outcomes with an Investment Only Variable Annuity.

The Investment Only Variable Annuity (IOVA) is a next-generation Variable Annuity (VA) vehicle that significantly broadens the market. With vanishing defined benefit plans, longer life spans, and inflationary forces, American retirees need and deserve new tax-deferral tools. Financial advisors can now offer a no commission, no surrender fee VA that is simple to explain, requires no medical underwriting, and avoids the high costs associated with the traditional “retail ” variable annuity. We believe this VA can even be offered by fiduciary investment advisor reps (IARs) to their clients who seek relief from the dreaded tax drag and present the opportunity for tax-favored growth of capital.

Security Benefit Life Insurance Company and Little Harbor Advisors have prepared a 40-minute program on when, where, and how an investment-only variable annuity fits within the context of portfolio allocations and a retirement planning strategy.

Please complete the form to register

Sponsored by Little Harbor Advisors and Security Benefit Life Insurance Company.

Little Harbor Advisors, LLC

This Webinar is offered to investment professionals for information purposes only. Little Harbor Advisors, LLC makes no warranty, express or implied, as to the information described or used in the Webinar. Little Harbor Advisors does not guarantee the accuracy and/or the completeness of any data included in the Webinar and has no liability for any errors or omissions in the data presented, or in the case of interruption of internet service. Opinions expressed are those of the particular presenter and should not be considered as investment advice or as a forecast or guarantee of future events.

We believe that managing beta is a good source of alpha.