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Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
The Perfect RIA
Navigating Client Desires in Annuity Investments
This chapter delves into a financial advisor's journey as they guide a client eager to invest in an immediate annuity post-business sale. It highlights the significance of assessing risks, particularly inflation, and the importance of expert collaboration to foster an informed advisor-client relationship.
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Listen to the best highlights from the podcasts you love and dive into the full episode