Preview Mode Links will not work in preview mode

Sep 11, 2020

Ash Ahluwalia at OneTeam Financial joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve for the highest possible monthly payment. Ash discusses the many different problems that early, thoughtful planning can potentially solve for both middle-market customers and high net worth clients.

Connect with That Annuity Show at,, Visit our website at Visit Nassau Financial Group on the web at

Connect with Ramsey Smith on or Visit 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.