Artwork
iconShare
 
Manage episode 493333060 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios.

If you have a million or more in investable assets and want to talk wealth and tax planning, risk-protected plans, or even crypto, book a complimentary meeting with Shawn O’Keefe and the Summit Wealth Strategies team: https://gosummitwealth.com/contact-us/

Facebook

See omnystudio.com/listener for privacy information.

  continue reading

34 episodes