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#020 - All about annuities, Part 1: Introduction and MYGAs

Retirement Planning Education, with Andy Panko

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Understanding Fee-Only Advisors and Annuity Sales

This chapter explains how fee-only advisors work when selling annuities, discussing the differences in commissions between fee-only platforms and traditional insurance agents. It also highlights the importance of understanding surrender periods and surrender charges associated with annuities, and mentions that fee-only annuities usually have minimal or no surrender charges.

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