• Fidelity's Aggressive Annuity Push: Then vs Now

  • Nov 16 2024
  • Length: 11 mins
  • Podcast

Fidelity's Aggressive Annuity Push: Then vs Now

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  • Summary

  • In this episode, Bryan revisits a significant shift in the financial world: Fidelity’s growing emphasis on annuities in retirement planning. Once hesitant about annuities, major firms like Fidelity and Schwab are now actively recommending them. But are their options always the best for you?

    Bryan breaks down:

    • Why Fidelity’s stance on annuities has changed.
    • The limitations of their product recommendations.
    • Real-world examples of how shopping around can save you money and provide better solutions.

    Whether you’re new to annuities or looking for a second opinion, this episode offers insights to help you navigate the evolving retirement landscape.

    Tune in now to learn more about Fidelity’s push for annuities and how to make the right choice for your financial future!
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