Annuities Uncovered
Annuities are often misunderstood as investments, but they primarily serve as insurance products designed to protect against outliving savings. The rollback of the fiduciary rule has led to a surge in annuity sales, raising concerns about how these products are marketed. Misinformation and complex structures can mislead consumers, emphasizing the importance of understanding what you're buying—especially if it’s pitched over a dinner invitation.In this clip
From this podcast
Animal Spirits Podcast
Panic a Little (EP.53)
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