Date: 4/25/2012
Source: Incapital
Author: Incapital

Incapital Introduces New Annuity Solutions for Advisors

Annuities Compliment Incapital’s Broad Array of Product Offerings by Providing Advisors With a Powerful Tax-deferred Tool to Help Grow and Protect Retirement Income

Incapital, a leading underwriter and distributor of income-producing and market-linked securities, recently announced plans to begin distributing tax-deferred annuities from well-established insurance companies to the firm’s national distribution network of more than 700 broker-dealers, institutions, banks and asset managers.

“Annuities complement Incapital’s broad product array by providing advisors a powerful, tax-deferred solution to help their clients reach their long-term financial goals.” said Incapital Chief Executive Officer John Radtke. “Incapital’s move into annuities exemplifies our commitment to provide the advisor community with exceptional customer service and competitive products, backed by a leading technology platform and award-winning educational resources.”

Incapital’s annuities team is led by Patrick Clifford, who joined Incapital in 2011 after serving in senior leadership positions at Sun Life Financial Distributors and John Hancock Financial Services.

“Advisors can expect Incapital to introduce unique annuity solutions from multiple well-established insurance companies that are not available from existing providers,” Clifford said. “While the appetite to continue issuing annuities has diminished by some carriers, the demand for what annuities can do for advisors and their clients is only increasing in this period of uncertain markets and interest rates. Incapital is well-positioned to meet this increasing demand.”

Earlier this month, Incapital introduced Unit Trusts in an effort to provide individual investors with a convenient, transparent and cost-effective way to own a professionally-selected and diversified fixed portfolio of securities.

The full range of product offerings from Incapital also includes Corporate Notes, U.S. Agency Securities, Market-Linked Products, Certificates of Deposit, Mortgage-Backed Securities, and Municipal Bonds.

For more information on Incapital annuities, click here.



The investment products discussed herein contain unique risks, terms, conditions and fees specific to each offering. Depending upon the particular investment product, risks may include, but are not limited to, issuer credit risk, market risk, the performance of an underlying derivative financial instrument, formula or strategy, and foreign currency risks. Return of principal may not be guaranteed and may be subject to credit risk of the issuer or the performance of a derivative instrument, formula or strategy. Additionally, unless otherwise specified in the particular offering documentation, the products discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. You should not purchase an investment product or make an investment recommendation to a customer until you have read the specific offering documentation and understand the specific investment terms, conditions and risks of such investment. A copy of the official statement and other offering information may be found at the SEC’s EDGAR as related to securities offerings. Incapital will also provide copies of the relevant offering statements upon request. Incapital does not offer or sell investment products to individual investors. Investors should consult with their financial professional prior to investing any money in these or other products and carefully review the disclosure statement or other offering documents.

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