S1E19 Annuities

11/04/2024 51 min Temporada 1 Episodio 19
S1E19 Annuities

Listen "S1E19 Annuities"

Episode Synopsis

Back to a technical topic, this week the boys discuss Annuities, looking at  How they work Where adviser reluctance may come from How to identify clients that Lifetime annuities may be appropriate for  What to watch out for And of course a bit of off topic banter.    Remember, this is just a podcast and is not to be taken as financial advice.   As always, Nathan can be reached via [email protected], and Jordan via [email protected].  They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn.