
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.