S1E19 Annuities
Manage episode 433078264 series 3591847
Back to a technical topic, this week the boys discuss Annuities, looking at
- How they work
- Where adviser reluctance may come from
- How to identify clients that Lifetime annuities may be appropriate for
- What to watch out for
- And of course a bit of off topic banter.
Remember, this is just a podcast and is not to be taken as financial advice.
As always, Nathan can be reached via advice@nathanfradley.com.au, and Jordan via jordan@planningsolo.com.au.
They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn.
33 episodes