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    If Clients' Dollars Have a Purpose, Are Those Accounts Really Liquid?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 01, 2019 @ 12:00 PM

    You may often hear clients say, “I want to keep my money liquid, I don’t want to tie it up.” The desire to keep money liquid can be strong across all socioeconomic and political spectrums. Why do many clients insist on keeping out money in a liquid state? And what does that really mean, to keep money liquid?


     

    Tags: annuity, retirement strategies

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    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

    Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of premium and credited interest, and the reassurance of a death benefit for beneficiaries. Guarantees are backed by the Financial Strength and claims-paying ability of issuing company.

    The opinions and ideas expressed by the speaker are their own and may not reflect the views of Partners Advantage – A Gallagher Company. The presentation is for informational purposes only. You should not treat any opinion expressed by Mark Triplett, CEO of Triplett-Westendorf Financial Group, as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mark Triplett’s opinions are based upon information he considers reliable and Mark Triplett’s statements and opinions are subject to change without notice.