LaRelle is an Annuity Product Manager at TD Ameritrade. He and his team are primarily responsible for vetting and on-boarding new insurance companies and products to the TD Ameritrade annuity platform. His team also has oversight of annuity supervision and operations as well as working closely with legal and compliance on regulatory issues such as Rule BI and NY Regulation 187 for insurance and annuities.
LaRelle has been working with annuities, life and long term care insurance products in sales, supervision, operations, and product development for over 25 years. He holds FINRA series 7, 24, and 66 licenses and is also licensed in both life and health insurance.
When it comes to creating a diversified retirement plan, investors may want to consider alternatives to life insurance. Here's some alternatives to consider.
Fixed index annuities help balance growth and capital preservation in your portfolio. You receive a fixed interest payment from the annuity but also limit your upside and downside potential. You could consider investing in a fixed index annuity when you're close to retirement.
Redesigned annuities are less expensive and easier to understand and buy, yet still customizable. They can be a vital hedge against outliving your assets.
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