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Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Manage episode 428958962 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements.
Throughout the discussion, Tracy highlights critical strategies for advisors: setting realistic client expectations when incorporating annuities into wealth plans, carefully selecting reputable carriers to ensure long-term financial security, and considering partnerships with insurance specialists to provide comprehensive solutions. Tracy encourages financial advisors to broaden their perspective on annuities, positioning them as valuable tools in holistic wealth planning. He stresses the importance of continuous learning about these products to build trust with clients and enhance overall wealth management strategies.
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Tracy Lownsberry: Website | LinkedIn - Mindset by Dr. Carol Dweck - Positive Words, Powerful Results by Hal Urban
696 episodes
Share
Manage episode 428958962 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements.
Throughout the discussion, Tracy highlights critical strategies for advisors: setting realistic client expectations when incorporating annuities into wealth plans, carefully selecting reputable carriers to ensure long-term financial security, and considering partnerships with insurance specialists to provide comprehensive solutions. Tracy encourages financial advisors to broaden their perspective on annuities, positioning them as valuable tools in holistic wealth planning. He stresses the importance of continuous learning about these products to build trust with clients and enhance overall wealth management strategies.
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Tracy Lownsberry: Website | LinkedIn - Mindset by Dr. Carol Dweck - Positive Words, Powerful Results by Hal Urban
696 episodes
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Similar to The Perfect RIA
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Go offline with the Player FM app!
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