Annuities have become the four-letter word of retirement planning products. However, is this warranted? When should annuities be positioned in a well-diversified retirement income plan? How do you ensure you aren’t being taken advantage of by an agent who doesn’t have your best interests?
In this next edition of The PFR Podcast, I host annuity experts Sheryl Moore and Tacy Lownesberry to discuss this notorious retirement product and attempt to reduce the stigma associated with annuities.
Why do this?
Well, I personally do not sell annuities…nor do I receive any compensation from annuity agents or their providers. However, I see the value when they are in fact a good fit, but oftentimes preconceived biases against the product prevent right-fit clients from purchasing them.
I hope you all enjoy this episode. And thank you Sheryl and Tracy for joining to share your insights.
-Kevin
Resources Mentioned:
- Life and Annuity Illustrations Confuse Clients, Advisor Tells Regulators
- Annuities are key to retirement. So why are so few of us buying them?
- Sheryl on LinkedIn
- Tracy on LinkedIn
Connect with me here:
- YouTube
- Join My Company Newsletter
- Facebook
- LinkedIn
Are you interested in working with me 1 on 1?
Click this link to fill out our Retirement Readiness Survey
Or, visit my website
