Momentum Investments ran a print ad to promote its combined life and living annuity product, the Guaranteed Annuity Portfolio, to financial advisors. The ad stated that advisors can give their clients certainty and flexibility in one retirement income solution. With Momentum’s Retirement Income Option (RIO) clients will get the best of both worlds by including a life annuity, the Guaranteed Annuity Portfolio, as an investment component of the ROI. This gives clients the certainty of a guaranteed income, as well as flexibility and potential market upside.
