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.
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S6E17 Referrals
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S6E16 Expectations
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S6E15 First Meetings
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S6E13 Private Assets
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S6E12 Roll for Niche
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