Apr 5, 2019
In the news - In Dentist's Money Digest, Ken Nuss provides readers with a series of questions to help understand a) if an annuity is the right product for them; and if yes, b) what type of annuity product they should select. Mark, Will and Paul discuss his list of questions, the conclusions drawn, and add a few more of their own that advisors should consider asking. The team then pivots to walk through the various ways that an FIA can provide death benefits for contract owners.
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Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.