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Do annuities suck or do you suck at annuities? with Brian Smith
Manage episode 474394181 series 2940942
This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure advisors know what resources are out there. Whatever your opinion of annuities, they are out there, and you need to understand how to help your clients navigate existing products or understand what options might be best suited for them. Brian pulls from years of experience to share the approaches to annuities that create the best outcomes for clients, which should be the goal of every financial advisor.
114 episodes
Manage episode 474394181 series 2940942
This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure advisors know what resources are out there. Whatever your opinion of annuities, they are out there, and you need to understand how to help your clients navigate existing products or understand what options might be best suited for them. Brian pulls from years of experience to share the approaches to annuities that create the best outcomes for clients, which should be the goal of every financial advisor.
114 episodes
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