Uncovering Retirement Opportunities

The Next Level Advisor
21/01/2021 9 min Episodio 15
Uncovering Retirement Opportunities

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Episode Synopsis

On this week's episode of The Next Level Advisor, we hear firsthand how a simple annuity appraisal from the Pinnacle team can uncover some incredible opportunities. Our host, Morgan Christiansen, is joined by Dave Fastenberg, Pinnacle's business consultant, as he shares his personal experience with the appraisal process and the impact it made on his retirement income.

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