4min chapter

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Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]

The Perfect RIA

CHAPTER

Navigating Annuity Opportunities and Client Risk Mitigation

This chapter explores the evolving annuities market, focusing on improved fee structures and the rise of fee-only options. It highlights the need for financial advisors to engage with clients about risk mitigation and reassess existing products to navigate changing market conditions.

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