Wealth Management | Podcasts
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® talk about the merits and drawbacks of annuity products in this episode of the Wealth, Managed Podcast. Especially given the traditional negative perceptions of annuities in the financial services industry, they'll look at whether guaranteed income products are actually as scary as many say and how they can be part of a balanced planning portfolio.
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November 06, 2020
November 06, 2020
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