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How In-Plan Annuity Sales Could Help Retail Advisors
By
Allison Bell
Conversation September 23, 2024 at 04:22 PM
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What You Need To Know
- Sponsors for 403(b) plans have offered in-plan annuity options for years.
- Sponsors of 401(k) plans will warm up to them after a few years, Deana Calvelli says.
- One obstacle she sees is a branding problem.
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