This is a case that has been pretty difficult to figure out and I thought it might be useful for many of you to see the process that goes into my recommendations. It has never been about just selling annuities. It’s more important to make sure we can solve a problem and offer the absolute best solution. This one started as a pretty standard case but became a little more complex and it may take me two episodes to work through it all. It’s definitely similar to others in that an annuity will certainly make things a lot easier […]
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