Episode Synopsis "The Anti-Annuity Movement"

The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, who should be working with a financial advisor, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 8/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

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