• The MOST Important Step Before Buying an Annuity

  • Oct 8 2024
  • Length: 19 mins
  • Podcast

The MOST Important Step Before Buying an Annuity

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  • Summary

  • for your retirement plan. Aggressive sales tactics often make people feel pressured to make decisions without considering their full financial picture. Bryan breaks down how to prioritize your retirement concerns, explains the importance of tackling one issue at a time, and shares real-life examples of how skipping this step can lead to costly mistakes. Plus, special guest Ashok Ramji joins to revisit key insights from a previous episode about the role of annuity sales in retirement planning.
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