Feb 5, 2021
A recent study suggests that starting a conversation about equity market risk may not be an effective way to start a dialogue about annuities. Learn more about the research from Tamiko Toland, Director of Retirement Markets at CANNEX Financial.
Connect with Tamiko at
https://www.linkedin.com/in/tamiko-toland/
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Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or 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.