Episode 21 - Why We Hate Annuities - Most of the Time

Many people have annuities, but very few people need them. Why is that?

From the simple to the complex, annuities and their various forms are one of the most misunderstood products in the financial services industry. Because of this misunderstanding, annuities have often been oversold and received a bad reputation. Join Mike and Patrick as they discuss what an annuity is and how they can sometimes be a good fit.

Sources:

https://www.thinkadvisor.com/2013/01/30/ruark-study-annuitization-rates-are-below-5-percen/?slreturn=20181126164634

Previous
Previous

Episode 22 - How to Have a Baby

Next
Next

Episode 20 - Health Insurance Alternatives